Investors have to be pleased with the performance of this notable ETF.Investors are likely familiar with the S&P 500, an index of 500 large and profitable U.S.-based businesses. This is often viewed as the bellwether for how the overall stock market is performing.However, the Invesco QQQ Trust (QQQ -0.07%) deserves attention from investors, since it has crushed the S&P 500 in recent times. This exchange-traded fund (ETF) could continue to supercharge returns. But is it a millionaire maker?Portfolio composit ...

ATLANTA, Oct. 1, 2024 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) will release its third quarter 2024 results on Tuesday, October 22. The earnings release and presentation materials are scheduled to be released and posted to the Investor Relations section of the Company's website, www.invesco.com/corporate, at approximately 7 a.m. ET. A conference call to discuss Invesco's results will be held at 9 a.m. ET on that day; the live audio webcast and replay can be accessed through the same website under Events and ...

Investment Strategy - The primary investing strategy focuses on buying income investments and using the income to purchase undervalued stocks with long-term growth opportunities [1] - The analysis primarily covers high-yield income ETFs and growth stocks, with a focus on the sports, real estate, and technology sectors [1] Background - The author has a background as a Project Manager for Concierge Auctions, a luxury real estate auction company, and has been studying stock investing since the age of 14 [1] - After leaving the company, the author shifted focus to analyzing various investments and writing about them [1]

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Kindly note that our content on Seeking Alpha and other platforms doesn't constitute financial advice ...

LONDON, Sept. 17, 2024 (GLOBE NEWSWIRE) -- S64, the global alternative investments fintech and solutions partner to the wealth management industry, and Invesco Asset Management Limited (Invesco), the US$1.7 trillion global investment management firm, have announced a partnership to broaden access to Invesco Real Estate’s European III Fund to the wealth management industry in Europe and Asia. The new European Real Estate III Feeder Fund (Europe III Feeder) invests in Invesco’s dedicated value-add and opportu ...

This ETF has crushed the broader market and could continue to do so.There's a misconception that investors must make big bets on individual stocks to be successful in the stock market. However, numerous types of investments, including exchange-traded funds (ETFs), can create life-changing investment returns. The big question is: How fast are you trying to get there?Sure, those who want to become millionaires seemingly overnight will have to take on huge risks that are unlikely to pay off. Trying to get rich ...

Richard Drury Invesco Mortgage Capital (NYSE:IVR) is another mortgage REIT that primarily manages a portfolio of MBS securities. Unlike many others, however, it currently trades at a whopping 18%. Naturally, an income investor wonders if this is value or a trap. Given the low payout ratio and room for growing margins as rates decrease, I suspect there is actually something to this 18% yield, with potential for growth. Yet, there are risks to the financing, and IVR might be a better Buy as a cyclical play ...

It's not the most popular index fund, but maybe it should be in light of the balance it offers.If you're a fan of exchange-traded funds, then you're also likely a fan of index investing. Most ETFs are built to reflect the performance of an index like the S&P 500, after all. Indeed, the world's most-owned exchange-traded fund is the SPDR S&P 500 ETF Trust meant to mirror the world's best-known market barometer.What if, however, you're indexing wrong?The question seems crazy at first. Index investing is the o ...

Core Insights - The Invesco Bloomberg Pricing Power ETF (POWA) is designed to provide broad exposure to the Style Box - Large Cap Growth category and was launched on December 15, 2006 [1] Fund Overview - POWA is managed by Invesco and has accumulated assets exceeding $201.98 million, positioning it as an average-sized ETF in its category [4] - The fund aims to match the performance of the Bloomberg Pricing Power Index, which includes U.S. large and mid-cap companies with stable profit margins [4] Cost Structure - POWA has an annual operating expense ratio of 0.40%, which is competitive within its peer group [5] - The fund offers a 12-month trailing dividend yield of 1.40% [5] Sector Allocation and Holdings - The largest sector allocation for POWA is in Industrials, comprising approximately 29.40% of the portfolio, followed by Healthcare and Information Technology [6] - Iron Mountain Inc (IRM) is the largest individual holding at about 2.60%, with Lockheed Martin Corp (LMT) and Best Buy Co Inc (BBY) also among the top holdings [6] - The top 10 holdings represent around 22.4% of the total assets under management [6] Performance Metrics - As of September 13, 2024, POWA has gained approximately 13.94% year-to-date and 24.16% over the past year [7] - The fund has traded between $63.22 and $83.14 in the last 52 weeks [7] - POWA has a beta of 0.86 and a standard deviation of 11.20% over the trailing three-year period, indicating more concentrated exposure compared to peers [7] Alternatives - Other ETFs in the Style Box - Large Cap Growth segment include Vanguard Growth ETF (VUG) and Invesco QQQ (QQQ), with VUG having $136.02 billion in assets and QQQ at $283.80 billion [8] - VUG has a lower expense ratio of 0.04%, while QQQ charges 0.20% [8]

Group 1: Invesco's AUM Performance - Invesco's preliminary assets under management (AUM) for August 2024 reached $1.75 trillion, reflecting a 1.1% increase from the previous month [1] - The company reported net long-term inflows of $2.4 billion in August, with non-management fee-earning net inflows of $0.9 billion and money market net outflows of $6.4 billion [1] - Solid market returns contributed $16 billion to AUM, while foreign exchange (FX) effects added $7.3 billion [1] - The average total AUM for the quarter through August 31 was $1.73 trillion, with average active AUM at $1 trillion [1] Group 2: AUM Breakdown by Asset Class - AUM under ETFs & Index Strategies was $444.2 billion, up 2.9% from the previous month [2] - Fundamental Fixed Income AUM grew 2.1% to $284.6 billion, while Fundamental Equities AUM increased 1.1% to $275.2 billion [2] - Private Markets AUM rose slightly to $129.6 billion, and Multi-Asset/Other AUM increased 2.1% to $62.8 billion [2] - Global Liquidity AUM decreased by 4% to $159.5 billion, while QQQs AUM rose 1.2% to $285 billion [2] Group 3: Market Context and Company Outlook - Macroeconomic headwinds are causing volatility in asset flows, which may impact Invesco's top line in the near term [3] - The company benefits from synergies from buyouts, diverse product offerings, alternative investment strategies, and a solid AUM balance [3] - In the past three months, Invesco's shares have increased by 6.5%, outperforming the industry average of 3.8% [3] Group 4: Competitive Landscape - Cohen & Steers, Inc. reported a preliminary AUM of $88.1 billion, a 4.1% increase from the prior month, driven by market appreciation and net inflows [5] - Franklin Resources, Inc. reported a preliminary month-end AUM of $1.68 trillion, marking a 1.1% rise, influenced by favorable markets but partially offset by long-term net outflows [5]