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Invesco Actively Managed Exchange-Traded Fund Trust (EFAA)

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Upturn Advisory Summary
10/24/2025: EFAA (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit -0.48% | Avg. Invested days 59 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() | Upturn Advisory Performance | ETF Returns Performance |
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 suite of actively managed ETFs from Invesco. These ETFs aim to outperform specific market segments or benchmarks through active stock selection and portfolio management.
Reputation and Reliability
Invesco is a well-established global investment management firm with a long history and a strong reputation in the ETF market.
Management Expertise
Invesco boasts a team of experienced portfolio managers and analysts with expertise in various investment strategies and asset classes.
Investment Objective
Goal
The primary investment goal varies depending on the specific ETF within the Invesco Actively Managed Exchange-Traded Fund Trust. Each ETF aims to achieve a specific investment objective, such as capital appreciation or income generation, by actively managing its portfolio.
Investment Approach and Strategy
Strategy: These ETFs employ active management strategies, seeking to outperform benchmarks through security selection, sector allocation, and other active investment techniques.
Composition The asset composition depends on the specific ETF within the trust, but typically includes stocks, bonds, or a combination of both. Some may also include alternative investments.
Market Position
Market Share: Market share varies widely depending on the specific ETF within the Invesco Actively Managed Exchange-Traded Fund Trust and its target market segment.
Total Net Assets (AUM): AUM varies significantly across the different ETFs within the Invesco Actively Managed Exchange-Traded Fund Trust.
Competitors
Key Competitors
- ARKK
- JPST
- SPHD
- DIA
Competitive Landscape
The actively managed ETF landscape is highly competitive, with numerous providers offering diverse strategies. Invesco competes with both large and niche ETF providers. Invesco's strength lies in its established brand and diverse product offerings, but it faces challenges from lower-cost passive ETFs and specialized active managers.
Financial Performance
Historical Performance: Historical performance varies widely depending on the specific ETF within the trust and market conditions. Past performance is not indicative of future results.
Benchmark Comparison: Benchmark comparison varies depending on the specific ETF within the trust and its investment objective.
Expense Ratio: Expense ratios vary by fund, reflecting different management strategies and asset classes.
Liquidity
Average Trading Volume
The average trading volume varies depending on the popularity and size of the specific ETF.
Bid-Ask Spread
The bid-ask spread fluctuates depending on the ETF's liquidity and market conditions.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, inflation, and sector-specific trends all impact Invesco Actively Managed Exchange-Traded Fund Trust.
Growth Trajectory
Growth trajectories vary depending on the specific ETF. Some may focus on emerging markets, while others may focus on specific sectors or investment styles.
Moat and Competitive Advantages
Competitive Edge
Invesco Actively Managed Exchange-Traded Fund Trust's competitive advantage lies in its active management approach, which aims to outperform benchmarks through expert stock selection and portfolio adjustments. The trust offers a diverse range of actively managed ETFs, catering to various investment objectives and risk tolerances. Invesco's established brand reputation and global distribution network further enhance its competitive position. These ETFs can adapt to changing market conditions, potentially generating superior returns compared to passive investment strategies. However, the success of active management depends heavily on the skill and experience of the portfolio managers.
Risk Analysis
Volatility
Volatility varies depending on the underlying assets and investment strategy of the specific ETF.
Market Risk
Market risk depends on the assets held by the ETF, including equity, interest rate and credit risks associated with the market and the sector.
Investor Profile
Ideal Investor Profile
The ideal investor profile varies depending on the specific ETF. Generally, investors seeking potential outperformance through active management and willing to accept potentially higher fees and risks are suitable.
Market Risk
Suitability depends on the specific ETF. Some ETFs may be suitable for long-term investors, while others may be more appropriate for active traders.
Summary
The Invesco Actively Managed Exchange-Traded Fund Trust offers a range of actively managed ETFs with diverse investment objectives and strategies. Invescou2019s experience and brand provide a strong foundation, but investors should carefully consider the specific fundu2019s goals, risks, and fees. Actively managed ETFs present the opportunity for outperformance, but their success depends on the skill of the portfolio managers and the overall market environment. They often come with higher expense ratios compared to passive ETFs, so investors should assess whether the potential benefits justify the cost. Thorough research is essential to determine if a particular Invesco Actively Managed ETF aligns with an investoru2019s goals and risk tolerance.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco Official Website
- ETF.com
- 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 based on individual circumstances and consultation with a qualified financial advisor. Past performance is not indicative of future results. Market Share data is an approximation and might not reflect real-time values.
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.
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