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Invesco DWA Financial Momentum ETF (PFI)
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Upturn Advisory Summary
11/07/2025: PFI (1-star) is currently NOT-A-BUY. Pass it for now.
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 14.78% | Avg. Invested days 60 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 11/07/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.14 | 52 Weeks Range 45.99 - 63.04 | Updated Date 06/29/2025 |
52 Weeks Range 45.99 - 63.04 | Updated Date 06/29/2025 |
Upturn AI SWOT
Invesco DWA Financial Momentum ETF
ETF Overview
Overview
The Invesco DWA Financial Momentum ETF (PFI) is designed to track the Dorsey Wright Financial Momentum Index. The fund aims to invest in companies that show relative strength (momentum) within the financial sector.
Reputation and Reliability
Invesco is a well-established and reputable asset management firm with a long track record of offering diverse ETF products.
Management Expertise
Invesco has a dedicated team of investment professionals with experience in managing ETFs and specializing in various asset classes and investment strategies.
Investment Objective
Goal
The investment goal of PFI is to track the investment results (before fees and expenses) of the Dorsey Wright Financial Momentum Index.
Investment Approach and Strategy
Strategy: PFI tracks the Dorsey Wright Financial Momentum Index, which identifies financial companies demonstrating superior relative strength.
Composition PFI holds a portfolio of stocks within the financial sector, selected based on momentum characteristics.
Market Position
Market Share: PFI's market share in the financial momentum ETF segment is moderate.
Total Net Assets (AUM): 80280000
Competitors
Key Competitors
- Financial Select Sector SPDR Fund (XLF)
- iShares U.S. Financials ETF (IYF)
- Vanguard Financials ETF (VFH)
Competitive Landscape
The financial ETF industry is highly competitive. PFI differentiates itself through its momentum-based approach, which can lead to higher returns during periods of strong market trends, but also potentially higher volatility. XLF and IYF are broader, market-cap weighted financial ETFs.
Financial Performance
Historical Performance: The historical performance is dependent on market conditions and momentum factors. Numerical historical performance data is unavailable without specific timeframe, though.
Benchmark Comparison: PFI's performance should be compared to the Dorsey Wright Financial Momentum Index. Any outperformance or underperformance relative to this index gauges the fund's effectiveness.
Expense Ratio: 0.06
Liquidity
Average Trading Volume
The average trading volume of PFI is moderate, which may impact the ease of trading large positions.
Bid-Ask Spread
The bid-ask spread of PFI should be monitored to assess the cost of trading the ETF and may vary depending on the trading volume.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate changes, and regulatory developments significantly influence the financial sector and thus impact PFI.
Growth Trajectory
The growth trajectory of PFI depends on the market's appetite for momentum-based strategies within the financial sector.
Moat and Competitive Advantages
Competitive Edge
PFI's competitive edge lies in its unique momentum-based approach, selecting financial companies with strong relative strength. This strategy can provide outperformance during bull markets, differentiating it from traditional market-cap-weighted financial ETFs. The Dorsey Wright methodology is also a differentiating factor. The fund's niche focus may appeal to investors seeking targeted exposure to financial sector momentum.
Risk Analysis
Volatility
PFI may exhibit higher volatility than broader financial ETFs due to its momentum-based strategy.
Market Risk
The underlying assets of PFI are exposed to market risk inherent in the financial sector, including interest rate risk, credit risk, and regulatory risk.
Investor Profile
Ideal Investor Profile
PFI is suited for investors seeking targeted exposure to the financial sector with a focus on companies exhibiting strong momentum.
Market Risk
PFI is more suitable for investors with a higher risk tolerance and a time horizon that allows for potential volatility.
Summary
The Invesco DWA Financial Momentum ETF (PFI) is a momentum-focused financial sector ETF that tracks the Dorsey Wright Financial Momentum Index. The fund offers a unique approach by selecting financial companies with strong relative strength, differentiating it from traditional market-cap-weighted ETFs. While this strategy can enhance returns during bull markets, it also carries higher volatility. PFI is suitable for investors with a higher risk tolerance and a specific interest in momentum-driven financial sector investments, recognizing its potentially higher volatility and niche strategy.
Similar ETFs
Sources and Disclaimers
Data Sources:
- Invesco's official website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions and ETF performance can change rapidly. Consult with a financial advisor before making any investment decisions.
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 DWA Financial Momentum ETF
Exchange NASDAQ | 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 at least 30 securities of companies in the financials sector that have powerful relative strength or momentum characteristics.
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