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Invesco Top QQQ ETF (QBIG)



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Upturn Advisory Summary
10/10/2025: QBIG (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 26.15% | Avg. Invested days 106 | 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 - | 52 Weeks Range 22.39 - 33.60 | Updated Date 06/6/2025 |
52 Weeks Range 22.39 - 33.60 | Updated Date 06/6/2025 |
Upturn AI SWOT
Invesco Top QQQ ETF
ETF Overview
Overview
The Invesco Top QQQ ETF (QQQM) is designed to provide investment results corresponding to the price and yield performance of the Nasdaq-100 Index, focusing on large-cap growth stocks, primarily in the technology sector, with a modified market-capitalization-weighted approach.
Reputation and Reliability
Invesco is a well-established global investment management firm with a long track record and a strong reputation in the ETF market.
Management Expertise
Invesco has a team of experienced investment professionals managing a variety of ETFs and other investment products.
Investment Objective
Goal
To achieve long-term capital appreciation by replicating, before fees and expenses, the performance of the Nasdaq-100 Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, seeking to replicate the performance of the Nasdaq-100 Index.
Composition The ETF primarily holds stocks of the largest non-financial companies listed on the NASDAQ Stock Market. It includes sectors like technology, consumer discretionary, and healthcare.
Market Position
Market Share: QQQM holds a sizable market share among Nasdaq-100 tracking ETFs, though it is smaller than QQQ.
Total Net Assets (AUM): 8629000000
Competitors
Key Competitors
- Invesco QQQ Trust (QQQ)
- Direxion NASDAQ-100 Equal Weighted Index Shares (QQQE)
Competitive Landscape
The competitive landscape is dominated by QQQ. QQQM offers a similar exposure at a lower cost. QQQE provides an equal-weighted alternative.
Financial Performance
Historical Performance: Data for historical performance needs to be retrieved from financial data providers.
Benchmark Comparison: The ETF's performance is typically very close to that of the Nasdaq-100 Index, indicating its tracking effectiveness.
Expense Ratio: 0.15
Liquidity
Average Trading Volume
The ETF exhibits good liquidity, indicated by an average trading volume that facilitates easy entry and exit for investors.
Bid-Ask Spread
The ETF maintains a tight bid-ask spread, meaning the difference between the highest price a buyer is willing to pay and the lowest price a seller will accept is small.
Market Dynamics
Market Environment Factors
Economic factors such as interest rates, inflation, and technological advancements can affect the ETF's performance. Sector growth prospects within technology and consumer discretionary are crucial drivers.
Growth Trajectory
The ETF's growth is linked to the growth and performance of the underlying companies in the Nasdaq-100. No significant strategy changes have been reported.
Moat and Competitive Advantages
Competitive Edge
QQQM offers exposure to the Nasdaq-100 at a lower expense ratio than the more popular QQQ, making it attractive to cost-conscious investors. Its passive management approach provides diversification across a range of leading technology and growth companies. The ETF benefits from the strong reputation and extensive resources of Invesco. The lower price point is appealing to investors with smaller amounts to invest. This combination of factors allows it to compete effectively in the Nasdaq-100 tracking ETF market.
Risk Analysis
Volatility
The ETF's volatility is similar to that of the Nasdaq-100 Index, which tends to be higher than broader market indexes due to its concentration in technology stocks.
Market Risk
The ETF is subject to market risk, particularly related to technology stocks and the overall performance of the NASDAQ. Economic downturns and changes in investor sentiment can impact the ETF's value.
Investor Profile
Ideal Investor Profile
The ETF is suitable for investors seeking long-term capital appreciation through exposure to large-cap growth stocks, particularly in the technology sector. It is appropriate for those with a higher risk tolerance due to the concentration in a specific sector.
Market Risk
The ETF is suitable for long-term investors seeking growth and diversification within the technology sector. It may also appeal to passive index followers seeking a cost-effective alternative to QQQ.
Summary
The Invesco Top QQQ ETF (QQQM) offers a cost-effective way to invest in the Nasdaq-100 Index. It holds large-cap growth stocks, with a focus on technology. Its lower expense ratio compared to QQQ makes it attractive to budget-conscious investors. Its risk is tied to the Nasdaq-100's volatility and the technology sector's performance. It is suitable for long-term investors with a higher risk tolerance looking for growth opportunities.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco official website
- Financial data providers (e.g., Bloomberg, Yahoo Finance)
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market data and performance figures are 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 Top QQQ ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website |
The fund is an actively managed exchange-traded fund ("ETF") that seeks to achieve its investment objective through exposure to the top companies in the Nasdaq-100 Index® (the "Nasdaq-100®"), as represented in the Nasdaq-100® Mega Index (the "Index"). The Nasdaq-100® consists of securities of 100 of the largest domestic and international non-financial companies listed on The Nasdaq Stock Market LLC based on market capitalization. The fund is non-diversified.

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