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Upturn AI SWOT - About
Invesco Dynamic Software ETF (IGPT)
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Upturn Advisory Summary
08/14/2025: IGPT (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 20.65% | Avg. Invested days 53 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.14 | 52 Weeks Range 33.79 - 49.98 | Updated Date 06/30/2025 |
52 Weeks Range 33.79 - 49.98 | Updated Date 06/30/2025 |
Upturn AI SWOT
Invesco Dynamic Software ETF
ETF Overview
Overview
The Invesco Dynamic Software ETF (PSJ) is designed to track the investment results of the Dynamic Software Intellidex Index. The fund invests in US software companies, aiming for capital appreciation through a growth-oriented strategy.
Reputation and Reliability
Invesco is a well-established global investment management firm with a strong reputation and a long history of providing ETF products.
Management Expertise
Invesco has a dedicated team of portfolio managers and analysts with experience in managing sector-specific and thematic ETFs.
Investment Objective
Goal
The fund seeks to replicate the investment results, before fees and expenses, of the Dynamic Software Intellidex Index.
Investment Approach and Strategy
Strategy: The ETF aims to track the Dynamic Software Intellidex Index, which uses quantitative and qualitative factors to select and weight software companies.
Composition The ETF holds primarily stocks of software companies within the United States.
Market Position
Market Share: PSJ's market share is relatively small compared to broader technology ETFs.
Total Net Assets (AUM): 150000000
Competitors
Key Competitors
- IGV
- XSW
- SOXX
Competitive Landscape
The competitive landscape is dominated by larger, more diversified technology ETFs. PSJ offers a more concentrated exposure to software but faces competition from broader tech ETFs and more focused software ETFs. PSJ advantages are its dynamic selection. A disadvantage would be its small asset size and higher expense ratio compared to IGV.
Financial Performance
Historical Performance: Historical performance data needs to be accessed from financial data providers. Performance is greatly influenced by the software sector's performance.
Benchmark Comparison: Performance is typically benchmarked against the Dynamic Software Intellidex Index and other relevant software or technology indices.
Expense Ratio: 0.53
Liquidity
Average Trading Volume
The average trading volume is moderate and can fluctuate based on market interest.
Bid-Ask Spread
The bid-ask spread is usually competitive, but can widen during periods of high volatility or low trading volume.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, technological advancements, and regulatory changes impacting the software industry significantly affect the ETF.
Growth Trajectory
Growth has been driven by increased demand for software solutions, cloud computing, and digital transformation initiatives. Strategy or holdings changes are infrequent but occur to reflect index reconstitution.
Moat and Competitive Advantages
Competitive Edge
PSJu2019s competitive advantage lies in its dynamic selection methodology, which aims to identify software companies with the greatest potential for capital appreciation. Unlike passive ETFs that simply track a market-cap-weighted index, PSJ uses a proprietary Intellidex methodology. This methodology can potentially outperform market-cap-weighted indices by overweighting companies with strong growth prospects. However, this approach also introduces the risk of underperformance if the selection methodology is not successful.
Risk Analysis
Volatility
The ETF's volatility is expected to be high, reflecting the volatility of the software sector.
Market Risk
Market risk is associated with fluctuations in the software industry, economic downturns, and changes in investor sentiment towards growth stocks.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking targeted exposure to the software sector and is willing to accept higher volatility for potentially higher returns.
Market Risk
PSJ is best suited for long-term investors with a high-risk tolerance who are bullish on the software industry.
Summary
The Invesco Dynamic Software ETF (PSJ) provides focused exposure to the software sector through a dynamic selection methodology. It is suitable for investors seeking growth in the software industry and willing to tolerate higher volatility. The fund's performance is closely tied to the software sector's performance, and its dynamic selection can lead to both outperformance and underperformance compared to passive strategies. PSJ has a high expense ratio and relatively small AUM compared to its competitors. Overall, PSJ offers a differentiated approach to investing in software companies.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco, ETF.com, Yahoo Finance
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Investment decisions should be made based on individual financial circumstances and consultation with a financial advisor. Market share data is approximate and may vary based on the source.
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 Dynamic Software ETF
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 composed of securities of companies with significant exposure to technologies or products that contribute to future software development through direct revenue. The fund is non-diversified.
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