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RSPE
Upturn stock ratingUpturn stock rating

Invesco Exchange-Traded Fund Trust II (RSPE)

Upturn stock ratingUpturn stock rating
$26
Delayed price
upturn advisory
PASS
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
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Upturn Advisory Summary

04/01/2025: RSPE (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

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Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

AI Based Fundamental Rating

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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 -5.42%
Avg. Invested days 46
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 2.0
ETF Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 04/01/2025

Key Highlights

Volume (30-day avg) 5546
Beta 1.01
52 Weeks Range 23.83 - 28.14
Updated Date 04/2/2025
52 Weeks Range 23.83 - 28.14
Updated Date 04/2/2025

ai summary icon Upturn AI SWOT

Invesco Exchange-Traded Fund Trust II

stock logo

ETF Overview

overview logo Overview

Invesco Exchange-Traded Fund Trust II is a platform that hosts various ETFs with diverse investment focuses, target sectors, asset allocations, and investment strategies. The specific details depend on the individual ETF within the trust.

reliability logo Reputation and Reliability

Invesco is a well-established global investment management firm with a long history. Their reputation is generally positive, though subject to performance variations across their funds.

reliability logo Management Expertise

Invesco has a large and experienced team of investment professionals managing their various ETFs, leveraging expertise in diverse asset classes and investment strategies.

Investment Objective

overview logo Goal

The primary investment goal varies depending on the specific ETF within the Invesco Exchange-Traded Fund Trust II. It can range from tracking a specific index to achieving capital appreciation or generating income.

Investment Approach and Strategy

Strategy: The strategy depends on the individual ETF. Some track specific indexes (e.g., S&P 500), while others focus on specific sectors, commodities, or factor-based investing.

Composition The asset composition varies widely depending on the ETF. It can include stocks, bonds, commodities, derivatives, or a mix of these.

Market Position

Market Share: Market share depends on the specific ETF within the Invesco Exchange-Traded Fund Trust II, and its chosen sector.

Total Net Assets (AUM): Data varies substantially by individual ETF within the trust. Actual amounts should be verified by referencing individual ETF data.

Competitors

overview logo Key Competitors

  • SPDR S&P 500 ETF Trust (SPY)
  • iShares Core S&P 500 ETF (IVV)
  • Vanguard S&P 500 ETF (VOO)

Competitive Landscape

The competitive landscape is highly fragmented, with many ETFs vying for investor capital. Invesco's advantage lies in its diverse product offerings and brand recognition, but it faces competition from larger, lower-cost providers. Differentiation through specialized strategies can be a key advantage for Invesco ETFs.

Financial Performance

Historical Performance: Historical performance data varies significantly between each ETF within the trust, with differing investment objectives. Performance data is generally available on Invesco's website or other financial data providers.

Benchmark Comparison: Benchmark comparisons will also depend on the particular ETF and which specific index, sector, or asset it attempts to track or outperform.

Expense Ratio: Expense ratios will depend on each specific ETF within the trust and can be verified via public sources.

Liquidity

Average Trading Volume

The average trading volume depends on the specific ETF within Invesco Exchange-Traded Fund Trust II and its popularity among traders.

Bid-Ask Spread

Bid-ask spreads will fluctuate and vary based on the specific ETF within Invesco Exchange-Traded Fund Trust II, indicating its liquidity.

Market Dynamics

Market Environment Factors

Market dynamics depend on the individual ETF and its underlying assets. Economic indicators, sector trends, and overall market sentiment all influence their performance.

Growth Trajectory

Growth patterns of ETFs within Invesco Exchange-Traded Fund Trust II are based on market trends and overall investment strategies of each individual fund.

Moat and Competitive Advantages

Competitive Edge

Invesco's competitive edge lies in its diverse product offerings catering to various investment needs, its global reach, and brand recognition. They also have a reputation for innovation in ETF product development, although they face strong competition from firms with lower expense ratios. Their ETF offerings include niche strategies and alternative asset classes. This variety is intended to meet the demands of a wide range of investors.

Risk Analysis

Volatility

Volatility depends on the specific ETF's investment strategy and the assets it holds. Sector-specific ETFs or those investing in volatile assets will exhibit higher volatility.

Market Risk

Market risk will also be based on the specific ETF's composition; for example, ETFs tracking broad market indexes are subject to general market declines.

Investor Profile

Ideal Investor Profile

The ideal investor profile varies depending on the specific ETF. Some ETFs are suitable for long-term investors seeking broad market exposure, while others are geared towards active traders or those with specific sector or thematic interests.

Market Risk

Suitability depends on the specific ETF's investment strategy and risk profile. Some are better suited for long-term investors and passive index followers; others are useful for active traders.

Summary

Invesco Exchange-Traded Fund Trust II is a platform offering a diverse range of ETFs. Investors should carefully review each ETF's specific objectives, strategies, and risks before investing. Invesco benefits from its global brand and innovative product offerings, but it faces competition from lower-cost providers. Performance and expense ratios vary widely across individual ETFs within the trust, requiring close analysis before investing. Ultimately, it provides options for diverse investing and diverse types of investors.

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Sources and Disclaimers

Data Sources:

  • Invesco Official Website
  • SEC Filings
  • Morningstar
  • Bloomberg
  • Yahoo Finance

Disclaimers:

The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be made after consulting with a qualified financial advisor. Past performance is not indicative of future results. Market share figures are estimates and may vary.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About Invesco Exchange-Traded Fund Trust II

Exchange NYSE ARCA
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. The underlying index is designed to measure the equal weighted performance of securities included in the S&P 500 Equal Weight Index (the "Parent Index") that also meet the index provider"s environmental, social and governance ("ESG") criteria, while maintaining similar overall industry group weights as the parent index. The parent index consists of all of the components of the S&P 500 Index.

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