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Upturn AI SWOT - About
Invesco DWA Utilities Momentum ETF (PUI)
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Upturn Advisory Summary
09/16/2025: PUI (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 12.46% | Avg. Invested days 66 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/16/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.79 | 52 Weeks Range 33.84 - 42.30 | Updated Date 06/29/2025 |
52 Weeks Range 33.84 - 42.30 | Updated Date 06/29/2025 |
Upturn AI SWOT
Invesco DWA Utilities Momentum ETF
ETF Overview
Overview
The Invesco DWA Utilities Momentum ETF (PUI) tracks the Dorsey Wright Utilities Technical Leaders Index, focusing on utilities stocks exhibiting relative strength or momentum characteristics. It offers exposure to U.S. companies in the utilities sector.
Reputation and Reliability
Invesco is a well-established ETF provider with a strong reputation for delivering diverse investment solutions.
Management Expertise
Invesco has a dedicated team of portfolio managers with extensive experience in managing ETFs and implementing factor-based strategies.
Investment Objective
Goal
The ETF seeks to track the investment results of the Dorsey Wright Utilities Technical Leaders Index.
Investment Approach and Strategy
Strategy: Tracks a rules-based index that identifies utilities stocks with strong relative strength or momentum.
Composition The ETF holds a portfolio of U.S. utility stocks selected based on their momentum scores.
Market Position
Market Share: PUI's market share within the utilities ETF segment is moderate.
Total Net Assets (AUM): 133613751
Competitors
Key Competitors
- VPU
- XLU
- IDU
Competitive Landscape
The utilities ETF market is dominated by broad market-cap weighted funds like XLU and VPU. PUI differentiates itself with a momentum-based strategy, potentially offering higher returns in trending markets but may underperform during periods of market consolidation or sector rotation. The competitive advantage of PUI is its differentiated momentum based approach.
Financial Performance
Historical Performance: Historical performance data for PUI is available from its inception date. (Numerical data would be here if available).
Benchmark Comparison: PUI's performance should be compared to the Dorsey Wright Utilities Technical Leaders Index and broad utilities benchmarks like XLU.
Expense Ratio: 0.55
Liquidity
Average Trading Volume
PUI exhibits a moderate average trading volume, implying decent liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, which will vary based on the market conditions.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate changes, regulatory policies, and overall market sentiment significantly impact the utilities sector and consequently PUI's performance.
Growth Trajectory
PUI's growth trajectory depends on the sustained momentum of the utilities sector, influenced by factors such as infrastructure investments and the adoption of renewable energy sources. Changes to holdings depend on the momentum screener.
Moat and Competitive Advantages
Competitive Edge
PUI's competitive advantage lies in its momentum-based investment strategy, which aims to capture outperforming utilities stocks. This differentiates it from traditional market-cap weighted utility ETFs. The ETF utilizes the Dorsey Wright methodology which is well known. However, this can also result in higher turnover and potential tax implications.
Risk Analysis
Volatility
PUI's volatility may be higher than broad-based utilities ETFs due to its momentum-driven strategy. (Numerical data would be here if available).
Market Risk
PUI is subject to market risk associated with the utilities sector, including interest rate sensitivity and regulatory changes.
Investor Profile
Ideal Investor Profile
PUI is suitable for investors seeking targeted exposure to utilities stocks with high momentum and who are willing to accept potentially higher volatility.
Market Risk
PUI may be more appropriate for active traders or tactical asset allocators rather than passive index followers.
Summary
Invesco DWA Utilities Momentum ETF (PUI) offers a unique approach to investing in the utilities sector by focusing on stocks exhibiting strong momentum. This strategy differentiates it from traditional market-cap weighted ETFs but may result in higher volatility. PUI is suitable for investors seeking targeted exposure to utilities with a momentum-driven approach. Its performance is influenced by economic conditions, interest rates, and regulatory changes, making it a tactical investment tool.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco
- ETF.com
- Yahoo Finance
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Past performance is not indicative of future results. Market share data is estimated and may vary.
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 Utilities 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 utilities sector that have powerful relative strength or momentum characteristics.
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