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Upturn AI SWOT - About
Invesco Water Resources ETF (PHO)
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Upturn Advisory Summary
08/14/2025: PHO (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 22.28% | Avg. Invested days 74 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.1 | 52 Weeks Range 57.02 - 72.27 | Updated Date 06/29/2025 |
52 Weeks Range 57.02 - 72.27 | Updated Date 06/29/2025 |
Upturn AI SWOT
Invesco Water Resources ETF
ETF Overview
Overview
The Invesco Water Resources ETF (PHO) seeks to track the performance of the NASDAQ OMX US Water Index, which is designed to track the performance of U.S. companies that create products designed to conserve and purify water for homes, businesses, and industries.
Reputation and Reliability
Invesco is a well-established global investment management firm with a strong reputation and a long track record of managing ETFs.
Management Expertise
Invesco has a dedicated team of portfolio managers and analysts with expertise in the water resources sector and ETF management.
Investment Objective
Goal
To track the investment results, before fees and expenses, of the NASDAQ OMX US Water Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, seeking to replicate the performance of its underlying index by investing in the constituent stocks in proportion to their index weights.
Composition The ETF primarily holds stocks of U.S. companies involved in water purification, conservation, and distribution.
Market Position
Market Share: PHO holds a significant portion of the water ETF market share, indicating investor confidence and established presence.
Total Net Assets (AUM): 1500000000
Competitors
Key Competitors
- Guggenheim S&P Global Water Index ETF (CGW)
- First Trust Water ETF (FIW)
- Ecofin Global Water ESG Fund (EBLU)
Competitive Landscape
The water ETF market is moderately competitive, with PHO being a major player. PHO's advantage lies in its established track record and relatively lower expense ratio. Competitors may offer broader global exposure or different weighting methodologies.
Financial Performance
Historical Performance: Historical performance data should be obtained from financial data providers, reviewing returns over 1, 3, 5, and 10-year periods.
Benchmark Comparison: The ETF's performance should be compared to the NASDAQ OMX US Water Index to assess tracking accuracy.
Expense Ratio: 0.75
Liquidity
Average Trading Volume
The average trading volume is moderate, reflecting adequate liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is typically tight, indicating efficient trading and lower transaction costs.
Market Dynamics
Market Environment Factors
Factors such as water scarcity, infrastructure investments, and regulatory changes impact the demand for water-related technologies and services, influencing the ETF's performance.
Growth Trajectory
Growth depends on increased global focus on water conservation and improving infrastructure; holdings and strategy adjustments reflect this.
Moat and Competitive Advantages
Competitive Edge
PHO's competitive edge lies in its focus on U.S. water resources companies, its established presence in the market, and Invesco's brand recognition. The ETF's passive management strategy aims to closely track the NASDAQ OMX US Water Index. Its established portfolio of water resources-related companies provides a diversified exposure. Investors seeking pure-play exposure to the U.S. water sector may find PHO attractive.
Risk Analysis
Volatility
Volatility should be assessed based on historical price fluctuations and compared to the overall market.
Market Risk
The ETF is subject to market risk, sector-specific risk (related to the water industry), and concentration risk due to its focus on a specific sector.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking exposure to the water resources sector, believing in the long-term growth potential of water-related industries.
Market Risk
The ETF is suitable for long-term investors looking for thematic exposure and diversification within their portfolios.
Summary
The Invesco Water Resources ETF (PHO) provides targeted exposure to U.S. companies involved in water purification and conservation. As a passive ETF, it aims to replicate the performance of the NASDAQ OMX US Water Index. Its established presence and relatively low expense ratio make it an attractive option for investors interested in the water sector. Investors should consider the sector-specific risks and conduct thorough research before investing. The long-term growth potential of water-related industries makes it a potentially compelling investment theme.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco's official website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Investors should consult with a qualified 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 Water Resources 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 seeks to track the performance of companies that create products designed to conserve and purify water for homes, businesses and industries. The underlying index may include common stocks, ordinary shares, American depositary receipts (ADRs), shares of beneficial interest and tracking stocks. The fund is non-diversified.
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