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Upturn AI SWOT - About
Invesco Dynamic Software ETF (IGPT)
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Upturn Advisory Summary
10/24/2025: 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 40.89% | Avg. Invested days 61 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/24/2025 |
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) seeks to track the investment results of the Dynamic Software Intellidex Index, which is composed of common stocks of U.S. software companies. The fund employs a full replication strategy to achieve its investment objective, primarily focusing on companies poised for potential capital appreciation. It uses an intelligent stock selection process to select companies.
Reputation and Reliability
Invesco is a well-established global investment management firm with a long history and a strong reputation.
Management Expertise
Invesco has experienced portfolio managers and analysts focusing on specific sectors and investment strategies.
Investment Objective
Goal
To track the investment results of the Dynamic Software Intellidex Index, before fees and expenses.
Investment Approach and Strategy
Strategy: The ETF aims to track the Dynamic Software Intellidex Index, which uses a rules-based methodology to select software companies.
Composition The ETF primarily holds stocks of U.S. software companies. It may invest in companies of any market capitalization.
Market Position
Market Share: Data is not publicly available to provide an accurate market share for PSJ in the software ETF industry.
Total Net Assets (AUM): 147740000
Competitors
Key Competitors
- First Trust Cloud Computing ETF (SKYY)
- iShares Expanded Tech-Software Sector ETF (IGV)
- Global X Cloud Computing ETF (CLOU)
Competitive Landscape
The software ETF industry is competitive, with various ETFs focusing on different segments of the software market. PSJ's intelligent stock selection approach differentiates it from its competitors. However, larger ETFs like IGV and SKYY may have greater liquidity and lower expense ratios. PSJ's smaller AUM is a disadvantage.
Financial Performance
Historical Performance: Historical financial performance data is essential to gauge the ETF's track record; however, specific numerical data is unavailable here. Review past performance charts from reliable financial sources for the necessary information.
Benchmark Comparison: Comparing the ETF's performance to its benchmark (Dynamic Software Intellidex Index) is vital to assess its effectiveness; however, this information is not provided.
Expense Ratio: 0.53
Liquidity
Average Trading Volume
PSJ exhibits moderate liquidity, as reflected in its average daily trading volume.
Bid-Ask Spread
The bid-ask spread provides insight into trading costs, which tends to be reasonable but can widen during periods of volatility.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and software sector growth prospects influence PSJ. Demand for cloud computing, cybersecurity, and digital transformation drive growth, and geopolitical factors can impact investment decisions.
Growth Trajectory
PSJ's growth trajectory is tied to the software industry's overall expansion, and any changes to its index methodology or holdings can significantly affect its performance.
Moat and Competitive Advantages
Competitive Edge
PSJ's competitive advantage lies in its unique intelligent stock selection process, which aims to identify software companies poised for growth. Unlike broad-based ETFs, PSJ focuses on companies with strong growth potential according to the Dynamic Intellidex methodology. This targeted approach potentially generates higher returns but also carries higher risks. The fund's smaller size and focused approach may also appeal to investors seeking more specialized software exposure.
Risk Analysis
Volatility
PSJ's volatility is linked to the software sector's inherent volatility and the overall market sentiment toward growth stocks.
Market Risk
The ETF is subject to market risk, sector-specific risk (software), and risks associated with its index methodology.
Investor Profile
Ideal Investor Profile
The ideal investor for PSJ is one seeking capital appreciation through exposure to the software sector and is comfortable with moderate to high volatility.
Market Risk
PSJ is more suitable for long-term investors with a higher risk tolerance rather than conservative, short-term traders.
Summary
The Invesco Dynamic Software ETF (PSJ) offers targeted exposure to the U.S. software industry through an intelligent stock selection process. Its performance is closely tied to the software sector's growth, making it ideal for investors seeking capital appreciation. The ETF's competitive edge lies in its unique methodology, but investors should consider its moderately high expense ratio and volatility. PSJ is suitable for long-term investors with a higher risk tolerance interested in the growth potential of software companies.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco Official Website
- SEC Filings
- Morningstar
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investments involve risk, including the potential loss of principal.
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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