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Invesco BulletShares 2033 Municipal Bond ETF (BSSX)
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Upturn Advisory Summary
04/01/2025: BSSX (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit -2% | Avg. Invested days 37 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 20474 | Beta - | 52 Weeks Range 23.96 - 26.90 | Updated Date 04/1/2025 |
52 Weeks Range 23.96 - 26.90 | Updated Date 04/1/2025 |
Upturn AI SWOT
Invesco BulletShares 2033 Municipal Bond ETF
ETF Overview
Overview
The Invesco BulletShares 2033 Municipal Bond ETF (BSCY) is a fixed-income ETF that seeks to provide investment results corresponding to the price and yield performance of the S&P AMT-Free Municipal Series 2033 Index. It invests primarily in investment-grade municipal bonds with a target maturity date of 2033, offering a defined maturity strategy.
Reputation and Reliability
Invesco is a well-established and reputable global investment management firm with a long track record in the ETF market.
Management Expertise
Invesco has a dedicated fixed-income team with extensive experience in managing municipal bond portfolios.
Investment Objective
Goal
The ETF aims to provide investment results that correspond to the price and yield performance of the S&P AMT-Free Municipal Series 2033 Index.
Investment Approach and Strategy
Strategy: The ETF tracks a specific index, the S&P AMT-Free Municipal Series 2033 Index.
Composition The ETF primarily holds investment-grade municipal bonds with a maturity date in 2033.
Market Position
Market Share: Data not readily available.
Total Net Assets (AUM): 156720000
Competitors
Key Competitors
- iShares iBonds Dec 2033 Term Muni ETF (IBMP)
Competitive Landscape
The competitive landscape is characterized by similar target-maturity municipal bond ETFs. BSCY competes with other issuers offering defined-maturity strategies. Advantages include Invesco's brand recognition and distribution network. A disadvantage might be slight variations in index methodology or expense ratios compared to competitors.
Financial Performance
Historical Performance: Historical performance data can be obtained from Invesco's website or financial data providers.
Benchmark Comparison: The ETF's performance is compared against the S&P AMT-Free Municipal Series 2033 Index.
Expense Ratio: 0.24
Liquidity
Average Trading Volume
The ETF's average trading volume affects the ease of buying and selling shares. As of Nov 16, 2024, the average trading volume is 15,151.
Bid-Ask Spread
The bid-ask spread represents the difference between the highest price a buyer is willing to pay and the lowest price a seller is willing to accept; lower spreads indicate higher liquidity and lower trading costs.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates, inflation expectations, and municipal bond market conditions affect the ETF's performance. Tax policy changes also play a role.
Growth Trajectory
The ETF's growth is dependent on investor demand for defined-maturity municipal bond strategies and overall market conditions.
Moat and Competitive Advantages
Competitive Edge
BSCY offers a defined-maturity investment strategy, providing investors with a predictable stream of income and return of principal at maturity. The ETF's focus on investment-grade municipal bonds provides a degree of creditworthiness. It's useful for investors seeking tax-advantaged income. Invescou2019s reputation also helps. It eliminates the reinvestment risk associated with traditional bond funds by having a defined maturity date.
Risk Analysis
Volatility
The ETF's volatility is influenced by interest rate sensitivity and credit risk within the municipal bond market.
Market Risk
Specific risks include interest rate risk (changes in interest rates affecting bond prices), credit risk (risk of issuers defaulting), and liquidity risk (difficulty in selling bonds).
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term investor seeking tax-exempt income and a defined maturity date, such as retirees or those saving for a specific future expense.
Market Risk
The ETF is suitable for long-term investors seeking predictable income and principal return.
Summary
Invesco BulletShares 2033 Municipal Bond ETF provides targeted exposure to investment-grade municipal bonds maturing in 2033. It offers a defined-maturity strategy suitable for investors seeking predictable income and capital preservation. Key risks include interest rate and credit risk. Its expense ratio is relatively low, which enhance its value. Investors seeking a tax-efficient vehicle for a specific future liability such as paying for college can benefit from this ETF.
Similar Companies
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Sources and Disclaimers
Data Sources:
- Invesco
- Morningstar
- Bloomberg
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be made based on individual circumstances and after consulting with a financial professional.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Invesco BulletShares 2033 Municipal Bond ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally will invest at least 80% of its total assets in securities that comprise the underlying index. The underlying index seeks to measure the performance of a portfolio of U.S. dollar-denominated investment-grade municipal bonds with maturities or, in some cases, "effective maturities," in the year 2033. The fund is non-diversified.
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