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Upturn AI SWOT - About
Invesco Dynamic Leisure and Entertainment ETF (PEJ)
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Upturn Advisory Summary
08/14/2025: PEJ (1-star) is a SELL. SELL since 4 days. Profits (8.69%). Updated daily EoD!
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 18.93% | Avg. Invested days 56 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.34 | 52 Weeks Range 41.08 - 57.90 | Updated Date 06/29/2025 |
52 Weeks Range 41.08 - 57.90 | Updated Date 06/29/2025 |
Upturn AI SWOT
Invesco Dynamic Leisure and Entertainment ETF
ETF Overview
Overview
The Invesco Dynamic Leisure and Entertainment ETF (PEJ) is designed to track the investment results of the Dynamic Leisure and Entertainment Intellidex Index. The fund invests in companies involved in leisure, recreation, or entertainment activities. It employs a quantitative and objective methodology to select stocks.
Reputation and Reliability
Invesco is a well-established global investment management firm with a strong reputation for providing diverse investment solutions.
Management Expertise
Invesco has a team of experienced portfolio managers and analysts specializing in various sectors, including leisure and entertainment.
Investment Objective
Goal
The primary investment goal is to achieve long-term capital appreciation by investing in US leisure and entertainment companies.
Investment Approach and Strategy
Strategy: The ETF tracks the Dynamic Leisure and Entertainment Intellidex Index, which uses a rules-based methodology to select and weight stocks.
Composition The ETF holds stocks of companies in the leisure and entertainment sectors, including hotels, restaurants, gaming companies, and media companies.
Market Position
Market Share: PEJ's market share within the leisure and entertainment ETF sector is moderate.
Total Net Assets (AUM): 0.19
Competitors
Key Competitors
- XLY
- XHB
- XRT
Competitive Landscape
The competitive landscape includes broad consumer discretionary ETFs, homebuilding ETFs and retail ETFs. PEJ offers a more focused approach to the leisure and entertainment sector, potentially leading to higher returns but also increased volatility compared to broader ETFs. PEJ also is smaller and has less liquidity.
Financial Performance
Historical Performance: Historical performance data is available on financial websites and should be reviewed for various time periods.
Benchmark Comparison: The ETF's performance should be compared to its underlying index (Dynamic Leisure and Entertainment Intellidex Index) and relevant benchmark indices like the S&P 500 Consumer Discretionary Sector to assess its effectiveness.
Expense Ratio: 0
Liquidity
Average Trading Volume
The average trading volume is moderate, which can impact the ease of buying and selling shares.
Bid-Ask Spread
The bid-ask spread is relatively higher compared to more liquid ETFs, potentially increasing transaction costs.
Market Dynamics
Market Environment Factors
Economic growth, consumer confidence, and trends in leisure and entertainment spending influence the ETF's performance.
Growth Trajectory
The growth trajectory depends on the overall health of the leisure and entertainment industry, consumer spending habits, and the ETF's ability to effectively track its index.
Moat and Competitive Advantages
Competitive Edge
PEJ's competitive advantage lies in its focused exposure to the leisure and entertainment sector, potentially providing higher returns if the sector outperforms the broader market. The Intellidex methodology attempts to select companies with the highest growth potential. The dynamic nature of the index allows it to adapt to changing market conditions within the sector. However, this focused approach also leads to increased volatility and risk.
Risk Analysis
Volatility
The ETF's volatility is generally higher compared to broader market ETFs due to its sector-specific focus.
Market Risk
Market risk is significant, as the ETF's performance is closely tied to the health and performance of the leisure and entertainment industry, which is sensitive to economic cycles and consumer sentiment.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking targeted exposure to the leisure and entertainment sector and is comfortable with higher volatility.
Market Risk
This ETF may be suitable for investors seeking long-term capital appreciation through a focused sector investment, but it is less suitable for risk-averse investors.
Summary
The Invesco Dynamic Leisure and Entertainment ETF (PEJ) provides targeted exposure to the US leisure and entertainment sector. Its performance is influenced by economic conditions and consumer spending. Investors should be aware of its higher volatility and sector-specific risks. The ETF's Intellidex methodology attempts to identify companies with high growth potential but does not guarantee outperformance, so this fund is best fit for investors comfortable with taking higher risk to get possible higher returns.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco
- ETFdb.com
- Morningstar
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investors should conduct their own due diligence before making any investment decisions. Market share information is approximate and may vary based on data sources and time periods.
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 Leisure and Entertainment 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 securities that comprise the underlying index. The underlying index is composed of common stocks of U.S. leisure and entertainment companies. These companies are engaged principally in the design, production or distribution of goods or services in the leisure and entertainment industries. 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.