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Invesco Actively Managed Exchange-Traded Fund Trust (RSPA)
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Upturn Advisory Summary
11/05/2025: 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.
Analysis of Past Performance
Type Stock | Historic Profit -2.02% | Avg. Invested days 44 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/05/2025 |
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 comprises a suite of actively managed ETFs launched by Invesco. These funds offer investors exposure to various asset classes and investment strategies managed by Invesco's investment professionals. The exact launch dates and milestones vary by individual ETF within the trust.
Core Business Areas
- Actively Managed ETFs: Management of a diverse range of actively managed ETFs covering various sectors, asset classes, and investment strategies.
Leadership and Structure
Invesco Ltd. is the parent company and overall manager. Portfolio management teams within Invesco are responsible for the individual ETFs within the trust. The specific structure depends on the individual fund strategy.
Top Products and Market Share
Key Offerings
- Invesco QQQ Trust (QQQ): Although not actively managed, it is a major ETF under the Invesco umbrella that tracks the Nasdaq-100 Index. Competitors include IVV and SPY. Market share is significant but varies daily, estimated at 20% of the Nasdaq 100 tracking ETF market.
- Invesco Senior Loan ETF (BKLN): One of the largest senior loan ETFs, offering exposure to floating-rate bank loans. Competitors include SRLN and FTSL. Market share fluctuates, estimated around 15% of the senior loan ETF market.
- Invesco BulletShares ETFs: A suite of target maturity bond ETFs, providing exposure to fixed income with defined maturity dates. Competition includes iShares iBonds ETFs. Market share varies by maturity year, estimated at 10-12% of the target maturity bond ETF market.
Market Dynamics
Industry Overview
The ETF industry is experiencing strong growth, driven by increasing demand for low-cost, diversified investment vehicles. Actively managed ETFs are a growing segment, seeking to outperform passive benchmarks.
Positioning
Invesco is a major player in the ETF market, offering a wide range of both passively and actively managed funds. Its actively managed ETFs aim to deliver superior returns through active stock selection and asset allocation.
Total Addressable Market (TAM)
The total ETF market is in the trillions of dollars. Invesco, with its actively managed offerings, is targeting a portion of this TAM, specifically investors seeking potential alpha generation. TAM is estimated to be $10 Trillion, with Invesco positioned to grow their percentage within it
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Experienced investment professionals
- Wide range of ETF offerings
- Distribution network
Weaknesses
- Actively managed funds may underperform benchmarks
- Higher expense ratios compared to passive ETFs
- Dependence on key portfolio managers
- Inconsistent Performance
Opportunities
- Growing demand for actively managed ETFs
- Expansion into new asset classes and investment strategies
- Technological innovation in investment management
- Increasing client demand for personalized investment solutions.
Threats
- Increased competition from other ETF providers
- Market volatility and economic downturns
- Regulatory changes
- Rising interest rates (impact on fixed income ETFs)
Competitors and Market Share
Key Competitors
- BLK
- JPM
- GS
- TROW
- SCHW
Competitive Landscape
Invesco faces strong competition in the ETF market. Its actively managed ETFs differentiate it from purely passive providers, but performance is key to attracting and retaining assets.
Major Acquisitions
Guggenheim Investments ETF business
- Year: 2018
- Acquisition Price (USD millions): 1240
- Strategic Rationale: Expanded Invesco's ETF product line, particularly in the fixed income space.
Growth Trajectory and Initiatives
Historical Growth: Refer to IVZ for historical growth trends.
Future Projections: Refer to analyst estimates for IVZ.
Recent Initiatives: Invesco is focused on expanding its ETF offerings, enhancing its technology platform, and strengthening its distribution network.
Summary
Invesco is a major ETF provider with a diverse range of offerings. Its strength lies in its brand and distribution, but actively managed funds face performance pressures. Future growth depends on innovation, market volatility management, and competitive pressures from larger firms.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Invesco Ltd. (IVZ) financial reports, ETF.com, Bloomberg, Morningstar
- Company Investor Relations
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market share figures are estimates 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 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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