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Upturn AI SWOT - About
Invesco Global Water ETF (PIO)
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Upturn Advisory Summary
10/24/2025: PIO (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 4.32% | Avg. Invested days 37 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/24/2025 |
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, investing in companies involved in water-related businesses. It focuses on providing exposure to developed market companies involved in water purification, conservation, and distribution.
Reputation and Reliability
Invesco is a well-established and reputable asset manager with a long track record in the ETF market.
Management Expertise
Invesco has a dedicated team of investment professionals with expertise in managing thematic ETFs.
Investment Objective
Goal
The primary investment goal of PIO is to track the investment results, before fees and expenses, of the NASDAQ OMX Global Water Index.
Investment Approach and Strategy
Strategy: PIO aims to track the NASDAQ OMX Global Water Index, a benchmark designed to measure the performance of companies involved in water-related industries.
Composition PIO primarily holds stocks of companies in the water industry, including water utilities, water infrastructure, and water technology firms.
Market Position
Market Share: PIO holds a significant market share within the water ETF sector, but faces competition from other thematic water ETFs.
Total Net Assets (AUM): 1578549055
Competitors
Key Competitors
- Guggenheim S&P Global Water Index ETF (CGW)
- Ecofin Global Water ESG Fund (EBLU)
Competitive Landscape
The water ETF industry is relatively concentrated, with a few key players dominating the market. PIO benefits from Invesco's brand recognition and AUM, but faces competition from ETFs with different index methodologies or ESG focuses. PIO's advantages are its high AUM and liquidity, while its disadvantages might include its expense ratio compared to smaller competitors.
Financial Performance
Historical Performance: Historical performance data should be obtained from financial data providers. Actual values not provided due to prompt limitations.
Benchmark Comparison: Comparison to the NASDAQ OMX Global Water Index would require historical performance data. Actual values not provided due to prompt limitations.
Expense Ratio: 0.75
Liquidity
Average Trading Volume
The ETF's average trading volume is adequate and allows for relatively easy buying and selling of shares.
Bid-Ask Spread
The bid-ask spread is generally tight, indicating good liquidity and lower transaction costs.
Market Dynamics
Market Environment Factors
Factors affecting PIO include global water scarcity, increasing demand for clean water, infrastructure development, and government regulations. Economic indicators such as GDP growth in emerging markets can also influence the performance of water-related companies.
Growth Trajectory
PIO's growth trajectory is linked to the increasing global focus on water conservation and infrastructure. Changes to strategy and holdings would be disclosed in fund prospectuses.
Moat and Competitive Advantages
Competitive Edge
PIO's competitive edge lies in its established track record, significant AUM, and Invesco's brand recognition. The ETF benefits from its focus on developed market companies, offering a potentially more stable investment profile. PIO's size provides liquidity advantages, making it easier for larger investors to trade. Its broad exposure to the water sector allows investors to diversify across various water-related industries.
Risk Analysis
Volatility
PIO's historical volatility can be assessed by examining its standard deviation and beta relative to the broader market.
Market Risk
Risks associated with PIO include sector-specific risk (water industry), geographic concentration risk (developed markets), and regulatory risk (changes in environmental regulations).
Investor Profile
Ideal Investor Profile
The ideal investor profile for PIO is someone seeking long-term capital appreciation through exposure to the global water sector. Investors who are interested in sustainable or impact investing might also find PIO appealing.
Market Risk
PIO is suitable for long-term investors seeking thematic exposure to the water industry. It is not ideal for active traders due to its focused nature.
Summary
The Invesco Global Water ETF (PIO) offers investors exposure to the global water sector through a diversified portfolio of water-related companies. As a relatively concentrated ETF, it is best suited for investors seeking targeted exposure and those comfortable with the sector risks. Its high expense ratio could be a drawback for some investors, particularly passive index followers. The water industry is expected to grow due to increasing global water demand and scarcity.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco's official website
- ETF.com
- 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. 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 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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