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PIO
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Invesco Global Water ETF (PIO)

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$45.35
Last Close (24-hour delay)
Profit since last BUY7.72%
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BUY since 67 days
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Upturn Advisory Summary

08/14/2025: PIO (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

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 5.3%
Avg. Invested days 40
Today’s Advisory Consider higher Upturn Star rating
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ETF Returns Performance Upturn Returns Performance 2.0
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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

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Invesco Global Water ETF

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ETF Overview

overview logo 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.

reliability logo 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.

reliability logo 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

overview logo 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

overview logo 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.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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.