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Upturn AI SWOT - About
Invesco S&P SmallCap Financials ETF (PSCF)
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Upturn Advisory Summary
03/27/2025: PSCF (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 -1.26% | Avg. Invested days 41 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Volume (30-day avg) 3667 | Beta 1.18 | 52 Weeks Range 43.41 - 61.46 | Updated Date 03/28/2025 |
52 Weeks Range 43.41 - 61.46 | Updated Date 03/28/2025 |
Upturn AI SWOT
Invesco S&P SmallCap Financials ETF
ETF Overview
Overview
The Invesco S&P SmallCap Financials ETF (PSCF) seeks to track the investment results of the S&P SmallCap 600 Capped Financials Index, providing exposure to small-capitalization U.S. financial companies. It offers a targeted sector approach for investors seeking to overweight this segment of the market.
Reputation and Reliability
Invesco is a well-established global investment management firm with a long history of offering a wide range of ETFs.
Management Expertise
Invesco has a team of experienced portfolio managers and analysts dedicated to managing its ETFs and providing investment solutions.
Investment Objective
Goal
To track the investment results of the S&P SmallCap 600 Capped Financials Index.
Investment Approach and Strategy
Strategy: The ETF employs a replication strategy, aiming to hold all or substantially all of the securities in the underlying index in proportion to their weighting in the index.
Composition The ETF holds a basket of common stocks of U.S. small-cap financial companies, including banks, insurance companies, and real estate investment trusts (REITs).
Market Position
Market Share: PSCF holds a moderate market share within the small-cap financials ETF segment.
Total Net Assets (AUM): 258853354.95
Competitors
Key Competitors
- SPDR S&P Regional Banking ETF (KRE)
- iShares U.S. Regional Banks ETF (IAT)
- First Trust NASDAQ ABA Community Bank Index Fund (QABA)
Competitive Landscape
The small-cap financials ETF market is competitive with several established players. PSCF provides targeted exposure to the small-cap segment of the financial sector. Competitors like KRE have broader regional bank exposure. PSCF is small so is more vulnerable to liquidation risk or higher expense ratios.
Financial Performance
Historical Performance: Historical performance data should be retrieved from financial data providers. (e.g., Bloomberg, Yahoo Finance).
Benchmark Comparison: Comparison to the S&P SmallCap 600 Capped Financials Index is crucial to assess tracking effectiveness.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
The average trading volume of PSCF is moderate, which can influence the ease of buying and selling shares.
Bid-Ask Spread
The bid-ask spread for PSCF is generally reasonable, indicating the cost of trading the ETF.
Market Dynamics
Market Environment Factors
Economic growth, interest rate movements, regulatory changes, and credit market conditions impact the performance of small-cap financial companies.
Growth Trajectory
Growth of PSCF depends on the performance of the small-cap financial sector and investor demand for targeted financial sector exposure; holdings have had minimal changes over time.
Moat and Competitive Advantages
Competitive Edge
PSCF's competitive edge lies in its specific focus on the small-cap segment of the financial sector, offering granular exposure. It aims to replicate the underlying index closely. This can appeal to investors seeking targeted exposure to the growth potential of smaller financial institutions. However, this focus also makes it sensitive to small-cap specific risks.
Risk Analysis
Volatility
Volatility of PSCF will depend on the volatility of the underlying small-cap financial stocks.
Market Risk
PSCF is subject to market risk, including sector-specific risks affecting the financial industry, such as interest rate risk, credit risk, and regulatory risk.
Investor Profile
Ideal Investor Profile
PSCF is suited for investors seeking targeted exposure to the small-cap financial sector, potentially as a component of a broader portfolio.
Market Risk
PSCF may be suitable for investors with a higher risk tolerance seeking potential growth from smaller financial companies, but not for risk-averse investors.
Summary
The Invesco S&P SmallCap Financials ETF (PSCF) offers targeted exposure to small-cap U.S. financial companies. It aims to replicate the S&P SmallCap 600 Capped Financials Index. Its performance is tied to the health and growth of this specific segment of the financial market. Investors should consider its sector-specific risk and volatility when evaluating its suitability for their portfolio. Its moderate average trading volume will influence the ease of trading.
Similar Companies
- KRE
- IAT
- QABA
- KBWB
- FINU
- FNCL
Sources and Disclaimers
Data Sources:
- Invesco website
- Bloomberg
- Yahoo Finance
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investors should consult with a qualified financial advisor before making any investment decisions.
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 S&P SmallCap Financials 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 index. Strictly in accordance with its guidelines and mandated procedures, S&P Dow Jones Indices, LLC (the "index provider") compiles, maintains and calculates the underlying index, which is designed to measure the performance of securities of small-capitalization U.S. companies in the financials and real estate sectors, as defined by the Global Industry Classification Standard ("GICS ® ").
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