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Upturn AI SWOT - About
Invesco Actively Managed Exchange-Traded Fund Trust (RSPA)
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Upturn Advisory Summary
09/16/2025: 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 -2.81% | Avg. Invested days 32 | 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 09/16/2025 |
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 a family of actively managed ETFs launched and managed by Invesco. While Invesco itself has a long history, the Actively Managed ETF Trust is a more recent initiative, focusing on providing actively managed investment strategies within the ETF structure. The exact founding year varies depending on the specific fund within the trust.
Core Business Areas
- Actively Managed ETFs: Invesco Actively Managed ETF Trust provides a range of exchange-traded funds that are actively managed by investment professionals. This contrasts with passively managed ETFs that track an index.
Leadership and Structure
Invesco is a publicly traded company (IVZ). The Actively Managed ETF Trust is managed by investment professionals and portfolio managers within Invesco's broader organizational structure.
Top Products and Market Share
Key Offerings
- Invesco QQQ Trust (QQQ): While not *exclusively* actively managed, it is often tactically managed within index parameters. It tracks the Nasdaq-100 Index. Competitors include SPDR S&P 500 ETF Trust (SPY) and iShares Core S&P 500 ETF (IVV). Market share data varies widely; QQQ is a major player, but the actively managed portion is a smaller segment of the overall ETF market. Invesco has around 7% of the entire ETF market share. Source: ETF.com as of Nov 2024.
- Invesco Senior Loan ETF (BKLN): One of the largest senior loan ETFs, offering exposure to floating-rate bank loans. Competitors include First Trust Senior Loan Fund (FTSL) and Janus Henderson B-BBB CLO ETF (JBBB). Market share varies but it is a large player.
Market Dynamics
Industry Overview
The ETF market is experiencing significant growth, with increasing demand for both passive and actively managed strategies. Active ETFs are gaining traction as investors seek potential outperformance.
Positioning
Invesco Actively Managed ETF Trust aims to provide investors with the potential benefits of active management within the efficiency and transparency of the ETF structure. Their competitive advantage lies in the expertise of their portfolio managers and the range of investment strategies offered.
Total Addressable Market (TAM)
The global ETF market is multi-trillion dollar market. Invesco's actively managed ETF Trust targets a portion of this market seeking outperformance relative to passive benchmarks. The market is expected to continue to grow as investors increase the allocation to active ETFs.
Upturn SWOT Analysis
Strengths
- Experienced portfolio managers
- Wide range of investment strategies
- ETF structure provides liquidity and transparency
- Strong brand reputation of Invesco
Weaknesses
- Active management fees are typically higher than passive ETFs
- Performance is dependent on the skill of the portfolio manager
- Potential for underperformance relative to benchmarks
Opportunities
- Growing demand for actively managed ETFs
- Expansion into new asset classes and investment strategies
- Increased adoption by institutional investors
- Technological advancements to improve active management.
Threats
- Increased competition from other ETF providers
- Market volatility can impact performance
- Regulatory changes
- Economic downturn
Competitors and Market Share
Key Competitors
- BlackRock (BLK)
- Vanguard
- State Street (STT)
- Dimensional Fund Advisors
Competitive Landscape
Invesco competes with other large asset managers in the ETF market. Their competitive advantage lies in their actively managed strategies, while their disadvantage is higher fees.
Growth Trajectory and Initiatives
Historical Growth: Growth is tied to the overall growth of the ETF market and the success of individual ETFs within the Trust.
Future Projections: Future growth depends on market conditions and the ability of Invesco to attract assets to its actively managed ETFs.
Recent Initiatives: Invesco is continuously launching new ETFs and expanding its investment strategies.
Summary
Invesco's Actively Managed ETF Trust offers investors a chance to outperform benchmarks, leveraging the expertise of fund managers. The higher fees are a drawback, and performance is not guaranteed. Market volatility and stiff competition remain threats. Invesco needs to continue to innovate to stay ahead of the market.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco Website
- ETF.com
- Company SEC Filings (IVZ)
- Analyst Reports
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Market share data is approximate and subject to change. Financial data is based on publicly available information for Invesco Ltd. (IVZ).
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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.