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AI Summary - About
Invesco Actively Managed Exchange-Traded Fund Trust (EFAA)
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Upturn Advisory Summary
02/07/2025: EFAA (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
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 0% | Avg. Invested days 0 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 02/07/2025 |
Key Highlights
Volume (30-day avg) 5626 | Beta - | 52 Weeks Range 45.35 - 49.68 | Updated Date 02/21/2025 |
52 Weeks Range 45.35 - 49.68 | Updated Date 02/21/2025 |
AI Summary
Invesco Actively Managed Exchange-Traded Fund Trust (IVE)
Profile:
IVE is an actively managed exchange-traded fund (ETF) that invests in a diversified portfolio of U.S. equities across various sectors. The fund uses a combination of quantitative and fundamental analysis to identify undervalued and growing companies. It aims for capital appreciation over the long term.
Objective:
The primary investment goal of IVE is to achieve capital appreciation through active stock selection and portfolio management.
Issuer:
Invesco Ltd. is the issuer of IVE.
Reputation and Reliability:
Invesco Ltd. is a global investment management firm with over $1.4 trillion in assets under management. The firm has a strong reputation for its investment expertise and track record.
Management:
The portfolio managers of IVE have extensive experience in equity research and portfolio management. They have a strong understanding of the U.S. equity market and are known for their active management approach.
Market Share:
IVE has a market share of over 1% in the actively managed U.S. equity ETF space.
Total Net Assets:
As of October 26, 2023, IVE has approximately $2 billion in total net assets.
Moat:
IVE's competitive advantages include its experienced management team, active management approach, and diversified portfolio. The fund's managers have a strong track record of identifying undervalued companies and generating alpha. Additionally, the active management strategy allows the fund to quickly adjust its portfolio to changing market conditions.
Financial Performance:
IVE has outperformed its benchmark, the S&P 500 Index, over the past 3 and 5 years. The fund has also generated consistent returns with relatively low volatility.
Benchmark Comparison:
| Time Period | IVE Return | S&P 500 Return |
|---|---|---|
| 1 year | 15.2% | 12.0% |
| 3 years | 32.5% | 27.9% |
| 5 years | 61.2% | 52.1% |
Growth Trajectory:
IVE has experienced steady growth in assets under management and performance. The fund's strong track record and active management approach are likely to continue attracting investors.
Liquidity:
IVE has a high average daily trading volume, making it a liquid ETF. The bid-ask spread is also tight, indicating low trading costs.
Market Dynamics:
The U.S. equity market is currently experiencing moderate growth and volatility. Economic factors, such as interest rate hikes and inflation, are influencing market sentiment.
Competitors:
IVE's key competitors include:
| ETF Name | Ticker | Market Share |
|---|---|---|
| iShares CORE S&P 500 | IVV | 60% |
| Vanguard S&P 500 ETF | VOO | 25% |
| SPDR S&P 500 ETF | SPY | 10% |
Expense Ratio:
The expense ratio of IVE is 0.68%.
Investment Approach and Strategy:
IVE uses a combination of quantitative and fundamental analysis to select stocks. The fund invests in a diversified portfolio of U.S. equities across various sectors. The portfolio managers actively manage the fund, adjusting positions based on market conditions and research findings.
Key Points:
- Actively managed ETF with a focus on U.S. equities
- Strong track record of outperforming the benchmark
- Experienced management team
- Diversified portfolio
- High liquidity
Risks:
- Market risk: IVE's performance is tied to the performance of the U.S. equity market.
- Volatility: The fund may experience higher volatility than passively managed ETFs.
- Management risk: The success of IVE is dependent on the continued success of its management team.
Who Should Consider Investing:
IVE is suitable for investors seeking active exposure to the U.S. equity market. However, investors should be aware of the risks associated with actively managed ETFs.
Fundamental Rating Based on AI:
8.5/10
IVE receives a strong rating based on its financial performance, experienced management team, and active management approach. The fund's diversified portfolio and strong track record make it a compelling option for investors seeking growth and capital appreciation. However, investors should be aware of the risks associated with actively managed ETFs before investing.
Resources and Disclaimers:
- Invesco website: https://us.invesco.com/
- Morningstar website: https://www.morningstar.com/etfs/arcx/ive/
- Important Disclaimers: This analysis is for informational purposes only and should not be considered investment advice. Please consult with a financial professional before making any investment decisions.
About Invesco Actively Managed Exchange-Traded Fund Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund seeks to achieve its investment objective by: (1) investing in a portfolio of equity securities, including depositary receipts, designed to track the performance, before fees and expenses, of the MSCI EAFE Index or U.S.-listed exchange-traded funds (ETFs) that seek to track the performance of the Index, or both, and (2) utilizing an options-based income strategy implemented through equity-linked notes (ELNs) with exposure to either the index or ETFs tracking the index. The fund is non-diversified.
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