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Upturn AI SWOT - About
Invesco Actively Managed Exchange-Traded Fund Trust (EFAA)
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Upturn Advisory Summary
08/14/2025: EFAA (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star 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 -3.78% | Avg. Invested days 34 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 42.70 - 54.30 | Updated Date 06/28/2025 |
52 Weeks Range 42.70 - 54.30 | Updated Date 06/28/2025 |
Upturn AI SWOT
Invesco Actively Managed Exchange-Traded Fund Trust
ETF Overview
Overview
Invesco Actively Managed Exchange-Traded Fund Trust represents a platform for actively managed ETFs across various sectors, aiming to outperform benchmarks through strategic asset allocation and security selection.
Reputation and Reliability
Invesco is a well-established asset management firm with a strong reputation and a long track record of providing investment solutions.
Management Expertise
Invesco has a dedicated team of experienced portfolio managers and analysts who actively research and manage the ETFs within the Trust.
Investment Objective
Goal
To provide investors with access to actively managed investment strategies through the ETF structure.
Investment Approach and Strategy
Strategy: The ETFs within the Trust employ active management strategies, aiming to outperform specific benchmarks or sectors through security selection and asset allocation.
Composition The ETF holdings vary depending on the specific strategy of each individual ETF within the Trust, and may include stocks, bonds, commodities, or a combination of these assets.
Market Position
Market Share: Data not available without knowing the specific ETF within the Invesco Actively Managed Exchange-Traded Fund Trust being examined.
Total Net Assets (AUM): Data not available without knowing the specific ETF within the Invesco Actively Managed Exchange-Traded Fund Trust being examined.
Competitors
Key Competitors
Competitive Landscape
The competitive landscape varies significantly depending on the specific ETF within the Trust, with each ETF facing competition from other actively and passively managed funds in its respective sector or asset class. Advantages and disadvantages depend on individual fund performance and investment approach.
Financial Performance
Historical Performance: Historical performance data is not available without specifying an ETF within the Trust. Needs individual ETF details.
Benchmark Comparison: Benchmark comparison is not available without specifying an ETF within the Trust. Needs individual ETF details.
Expense Ratio: Expense ratio is not available without specifying an ETF within the Trust. Needs individual ETF details.
Liquidity
Average Trading Volume
Average trading volume varies significantly depending on the specific ETF within the Trust.
Bid-Ask Spread
Bid-ask spread is dependent on the ETF within the trust and its trading volume.
Market Dynamics
Market Environment Factors
Market environment factors depend on the specific ETF's asset class and sector exposure, with economic indicators and market conditions significantly influencing performance.
Growth Trajectory
Growth trends and patterns depend on the specific ETF within the Trust, influenced by market conditions, strategy changes, and holdings adjustments.
Moat and Competitive Advantages
Competitive Edge
The advantage of ETFs within the Invesco Actively Managed Exchange-Traded Fund Trust lies in the potential for active management to outperform passive benchmarks. Experienced portfolio managers leverage research and security selection to identify investment opportunities. The Trust offers access to diverse strategies, providing investors with flexibility. However, active management performance is never guaranteed and can be more expensive.
Risk Analysis
Volatility
Volatility depends on the asset class and strategy of the specific ETF. Needs individual ETF details.
Market Risk
Market risks vary depending on the underlying assets held by each ETF within the Trust, including equity market risk, interest rate risk, and credit risk.
Investor Profile
Ideal Investor Profile
The ideal investor varies depending on the specific ETF within the Trust, but generally suits investors seeking actively managed investment strategies for specific sectors or asset classes.
Market Risk
Suitability depends on the ETF. Some ETFs may be appropriate for long-term investors while others may be for active traders.
Summary
Invesco Actively Managed Exchange-Traded Fund Trust offers a platform for various actively managed ETFs across sectors and asset classes. Each fund aims to deliver superior returns through strategic security selection and active management. While offering potential for outperformance, active management involves higher fees and increased risk compared to passive strategies. Investor should choose their ETF carefully based on the specific goals and risk tolerance.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco Official Website
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be made 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 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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.