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Invesco Global Water ETF (PIO)



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Upturn Advisory Summary
08/14/2025: PIO (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 5.3% | Avg. Invested days 40 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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Key Highlights
Volume (30-day avg) - | Beta 1.17 | 52 Weeks Range 35.28 - 44.75 | Updated Date 06/29/2025 |
52 Weeks Range 35.28 - 44.75 | Updated Date 06/29/2025 |
Upturn AI SWOT
Invesco Global Water ETF
ETF Overview
Overview
The Invesco Global Water ETF (PIO) seeks to track the performance of the NASDAQ OMX Global Water Index, which is composed of 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. They are known for offering a diverse range of ETFs and other investment products.
Management Expertise
Invesco has a dedicated team of portfolio managers and analysts with expertise in managing sector-specific ETFs, including those focused on water resources.
Investment Objective
Goal
To track the investment results, before fees and expenses, of the NASDAQ OMX Global Water Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive investment strategy by replicating, as closely as possible, the holdings and weightings of the NASDAQ OMX Global Water Index.
Composition The ETF primarily holds stocks of companies involved in water purification, water conservation, and water distribution.
Market Position
Market Share: PIO holds a significant but not dominant market share in the water ETF segment.
Total Net Assets (AUM): 1799862043
Competitors
Key Competitors
- Guggenheim S&P Global Water Index ETF (CGW)
- Ecofin Global Water ESG Fund (EBLU)
Competitive Landscape
The water ETF market is competitive, with PIO being a major player. PIO's advantage lies in its established track record and brand recognition. However, competitors like CGW and EBLU offer slightly different index methodologies or ESG focus, potentially appealing to different investor preferences.
Financial Performance
Historical Performance: Historical performance data should be obtained from financial data providers (e.g., Bloomberg, Yahoo Finance).
Benchmark Comparison: Performance should be compared to the NASDAQ OMX Global Water Index to assess tracking efficiency.
Expense Ratio: 0.75
Liquidity
Average Trading Volume
PIO generally has moderate trading volume, indicating reasonable liquidity.
Bid-Ask Spread
The bid-ask spread is typically tight, implying lower trading costs.
Market Dynamics
Market Environment Factors
Growing global demand for clean water, increasing water scarcity, and regulatory pressures drive the demand for water-related technologies and services, positively impacting PIO.
Growth Trajectory
The ETF's growth trajectory is linked to the increasing focus on sustainable water management and investments in water infrastructure.
Moat and Competitive Advantages
Competitive Edge
PIO benefits from Invesco's established brand and reputation. The ETF offers a focused approach to the global water sector, targeting companies involved in water purification, conservation, and distribution. It provides investors with a convenient way to access a portfolio of companies addressing critical water challenges. This niche focus, combined with Invesco's expertise, gives PIO a competitive edge. PIO gives access to a global portfolio versus smaller or localized water ETFs.
Risk Analysis
Volatility
PIO's volatility is tied to the overall market and sector-specific risks affecting the water industry.
Market Risk
Risks include fluctuations in the stock market, regulatory changes impacting water companies, and economic downturns affecting capital spending on water infrastructure.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking long-term growth and exposure to the global water sector.
Market Risk
PIO is best suited for long-term investors seeking thematic exposure to the global water market.
Summary
The Invesco Global Water ETF (PIO) offers investors access to a portfolio of companies involved in the water purification and conservation industry. Its primary goal is to track the NASDAQ OMX Global Water Index and provide long-term capital appreciation. While it faces competition from other water ETFs, its established track record and focused investment strategy provide a competitive edge. Investors should be aware of market volatility and sector-specific risks. PIO's growth is closely linked to the increasing global demand for water-related technologies and sustainable water management practices, making it suitable for long-term investors with a thematic focus.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco Official Website
- ETF Database
- Bloomberg
- Yahoo Finance
Disclaimers:
The data and analysis provided are for informational purposes only and do not constitute investment advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market data is subject to change.
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 Global Water 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 the securities that comprise the underlying index, as well as ADRs and GDRs that are based on the securities in the underlying index. The underlying index is comprised of securities of global exchange-listed companies located in the United States, as well as developed and emerging markets throughout the world, that create products designed to conserve and purify water for homes, businesses and industries. It is non-diversified.

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