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Upturn AI SWOT - About
Invesco Actively Managed Exchange-Traded Fund Trust (RSPA)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
07/10/2025: RSPA (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.
Number of Analysts
0 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
Analysis of Past Performance
Type Stock | Historic Profit -4.64% | Avg. Invested days 16 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/10/2025 |
Key Highlights
Company Size ETF | Market Capitalization 0 USD | Price to earnings Ratio 20.55 | 1Y Target Price - |
Price to earnings Ratio 20.55 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta - | 52 Weeks Range 42.04 - 53.61 | Updated Date 06/16/2025 |
52 Weeks Range 42.04 - 53.61 | Updated Date 06/16/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) - |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) - | Return on Equity (TTM) - |
Valuation
Trailing PE 20.55 | Forward PE - | Enterprise Value - | Price to Sales(TTM) - |
Enterprise Value - | Price to Sales(TTM) - | ||
Enterprise Value to Revenue - | Enterprise Value to EBITDA - | Shares Outstanding - | Shares Floating - |
Shares Outstanding - | Shares Floating - | ||
Percent Insiders - | Percent Institutions - |
Upturn AI SWOT
Invesco Actively Managed Exchange-Traded Fund Trust
Company Overview
History and Background
Invesco Actively Managed Exchange-Traded Fund Trust is not a single entity but a structure encompassing various actively managed ETFs. Invesco, a leading global investment management firm, offers these ETFs. The firm has a long history, evolving from Citizens & Southern Investment Management founded in 1935. The ETF Trust structure was later established to provide actively managed investment strategies through the ETF wrapper, gaining popularity in recent decades.
Core Business Areas
- Actively Managed ETFs: Invesco Actively Managed Exchange-Traded Fund Trust provides a diverse range of actively managed ETFs across different asset classes (equities, fixed income, commodities, multi-asset) and investment strategies (growth, value, income). These ETFs aim to outperform specific benchmarks.
Leadership and Structure
Invesco is led by a Chief Executive Officer (currently Andrew Schlossberg) and a board of directors. Each ETF within the Invesco Actively Managed Exchange-Traded Fund Trust is managed by a portfolio management team with expertise in the relevant asset class and investment strategy. The organizational structure aligns with Invesco's broader investment management framework.
Top Products and Market Share
Key Offerings
- Invesco QQQ Trust (QQQ): Although not strictly an 'actively managed' ETF under this Trust, QQQ is a flagship Invesco product. It tracks the Nasdaq-100 Index. Market share varies based on overall ETF market flows and investor preferences. Competitors include IVV (iShares CORE S&P 500), SPY (SPDR S&P 500).
- Invesco Senior Loan ETF (BKLN): Aims for high current income by investing in senior loans. Competitors include First Trust Senior Loan Fund (FTSL) and SPDR Blackstone Senior Loan ETF (SRLN). Market share is subject to shifts within the senior loan ETF landscape.
- Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC): Seeks capital appreciation by investing in commodity futures. Competitors include Invesco DB Commodity Index Tracking Fund (DBC) and iShares GSCI Commodity Indexed Trust (GSG). Market share is affected by commodity market trends.
Market Dynamics
Industry Overview
The ETF industry is experiencing substantial growth, driven by factors such as lower costs, tax efficiency, and diversification benefits. Actively managed ETFs represent a smaller but growing segment, appealing to investors seeking potential outperformance compared to passive index tracking.
Positioning
Invesco is a major player in the ETF market, offering both passive and actively managed solutions. The company's competitive advantages include a strong brand, a wide range of product offerings, and experienced investment professionals.
Total Addressable Market (TAM)
The global ETF market is estimated to be worth trillions of dollars. Invesco is positioned to capture a portion of this TAM through its diverse ETF offerings and distribution network.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Diverse product offerings
- Experienced investment professionals
- Global distribution network
Weaknesses
- Higher expense ratios compared to passive ETFs
- Active management performance variability
- Dependence on key personnel
- Reputational risk from underperforming funds
Opportunities
- Growing demand for actively managed ETFs
- Expansion into new asset classes and investment strategies
- Technological innovation in investment management
- Strategic acquisitions
Threats
- Increased competition from other ETF providers
- Market volatility and economic downturns
- Regulatory changes
- Technological disruption
Competitors and Market Share
Key Competitors
- BlackRock (BLK)
- Vanguard
- State Street (STATE STREET)
- Charles Schwab (SCHW)
- Fidelity
Competitive Landscape
Invesco faces intense competition from larger ETF providers with greater scale and lower costs. However, Invesco differentiates itself through its actively managed offerings, thematic ETFs, and smart beta strategies. Its competitive success depends on its ability to deliver superior investment performance and innovate in product development.
Major Acquisitions
Guggenheim Investments' ETF business
- Year: 2018
- Acquisition Price (USD millions): 1240
- Strategic Rationale: Expanded Invesco's ETF offerings and increased its AUM (assets under management) in the ETF market.
Growth Trajectory and Initiatives
Historical Growth: Growth trajectories are driven by Invesco Ltd. (IVZ) performance.
Future Projections: Refer to IVZ analyst estimates.
Recent Initiatives: Invesco has been focusing on expanding its ETF lineup, particularly in areas such as ESG (environmental, social, and governance) investing and thematic investing. It's also investing in technology to improve investment management and distribution capabilities.
Summary
Invesco is a significant player in the ETF market but faces fierce competition from larger firms. Its strength lies in its diverse actively managed ETFs and a strong brand, but higher expense ratios and reliance on key personnel pose challenges. Growth depends on innovation and delivering competitive investment performance.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco company website
- SEC filings (Invesco Ltd. - IVZ)
- ETF.com
- Morningstar
- Yahoo Finance
- Company Filings
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market conditions and company performance are subject to change. 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 Actively Managed Exchange-Traded Fund Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date 2024-07-17 | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund seeks to achieve its investment objective by: (1) investing in a portfolio of U.S. equity securities designed to track the performance, before fees and expenses, of the S&P 500® Equal Weight Index or U.S.-listed exchange-traded funds (ETFs) that seek to track the performance of the index, or both, and (2) utilizing an options-based income strategy implemented through equity-linked notes (ELNs) with exposure to either the Index or ETFs tracking the index. The fund is non-diversified.
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