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Upturn AI SWOT - About
Invesco Global Water ETF (PIO)
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Upturn Advisory Summary
04/01/2025: PIO (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
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit -4.21% | Avg. Invested days 39 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 13018 | Beta 1.17 | 52 Weeks Range 38.30 - 43.24 | Updated Date 04/2/2025 |
52 Weeks Range 38.30 - 43.24 | Updated Date 04/2/2025 |
Upturn AI SWOT
Invesco Global Water ETF
ETF Overview
Overview
The Invesco Global Water ETF (PIO) seeks to track the performance of the NASDAQ OMX Global Water Index, investing in companies involved in water-related businesses. It provides exposure to global water utilities, infrastructure, and technologies, focusing on companies that conserve and purify water for homes, businesses, and industries.
Reputation and Reliability
Invesco is a well-established global investment management firm with a strong reputation and extensive experience in offering a wide range of ETFs.
Management Expertise
Invesco's management team possesses considerable expertise in investment strategies, specializing in sector-specific and thematic ETFs like PIO.
Investment Objective
Goal
The ETF aims to replicate the investment results of the NASDAQ OMX Global Water Index, offering investors access to the global water industry.
Investment Approach and Strategy
Strategy: PIO tracks the NASDAQ OMX Global Water Index, a benchmark composed of companies that create products designed to conserve and purify water for homes, businesses, and industries.
Composition The ETF's assets primarily consist of stocks of companies involved in water-related industries, spanning utilities, infrastructure, and technology sectors.
Market Position
Market Share: PIO holds a moderate market share within the water-focused ETF segment.
Total Net Assets (AUM): 1600000000
Competitors
Key Competitors
- Guggenheim S&P Global Water Index ETF (CGW)
- Ecofin Global Water ESG Fund (EBLU)
- ALPS Global Water ETF (AWTR)
Competitive Landscape
The competitive landscape includes several ETFs focusing on the global water sector. PIO advantages include high AUM and consistent tracking of its index. Disadvantages include a slightly higher expense ratio compared to some competitors. EBLU focuses on ESG and AWTR has a smaller asset base.
Financial Performance
Historical Performance: Historical performance data: [1.2, 10.5, 12.3, 14.7, 9.8] (representing 1-month, 3-month, YTD, 1-year, and 5-year annualized returns, respectively).
Benchmark Comparison: PIO's performance closely tracks the NASDAQ OMX Global Water Index, with slight deviations due to expense ratios and tracking errors.
Expense Ratio: 0.73
Liquidity
Average Trading Volume
PIO exhibits moderate liquidity, supported by its solid average trading volume.
Bid-Ask Spread
The bid-ask spread for PIO is generally tight, reflecting healthy trading activity.
Market Dynamics
Market Environment Factors
Economic growth, increasing global water demand, infrastructure development, and regulatory changes significantly influence the ETF's performance.
Growth Trajectory
The ETFu2019s growth follows trends in water scarcity awareness, infrastructure investments, and technological advancements in water management; holdings may adjust based on index rebalancing.
Moat and Competitive Advantages
Competitive Edge
PIO benefits from Invesco's established brand and expertise in thematic ETFs. It offers a focused approach to investing in companies driving solutions to global water challenges. The fund's robust AUM and consistent performance relative to its benchmark provide competitive stability. Its narrow focus within the water sector appeals to environmentally conscious investors seeking targeted exposure.
Risk Analysis
Volatility
PIO's volatility is moderate, influenced by broader market fluctuations and sector-specific risks.
Market Risk
Specific risks include regulatory changes, commodity price volatility, currency risk from international holdings, and the performance of underlying water-related companies.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking long-term capital appreciation and exposure to the growing global water industry, with a moderate risk tolerance.
Market Risk
PIO is suitable for long-term investors looking for thematic exposure, but active traders may also find it appealing due to its liquidity.
Summary
The Invesco Global Water ETF (PIO) provides exposure to companies involved in water-related industries worldwide. It seeks to replicate the NASDAQ OMX Global Water Index's performance. Its moderate volatility and a focus on a crucial resource make it attractive for long-term investors looking for thematic investments. PIO offers liquidity and a reasonable expense ratio considering its sector focus, but diversification outside the water sector is important for risk management.
Similar Companies
- CGW
- FIW
- IH2O
- AWTR
- EBLU
Sources and Disclaimers
Data Sources:
- Invesco official website
- ETF.com
- Morningstar
- Nasdaq
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor.
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 Global Water 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 90% of its total assets in the securities that comprise the underlying index, as well as ADRs and GDRs that are based on the securities in the underlying index. The underlying index is comprised of securities of global exchange-listed companies located in the United States, as well as developed and emerging markets throughout the world, that create products designed to conserve and purify water for homes, businesses and industries. It is non-diversified.
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