Core Insights - The Invesco Large Cap Growth ETF (PWB) provides exposure to the large-cap growth segment of the U.S. equity market, with assets under management (AUM) totaling $1.41 billion and an expense ratio of 0.55% [1] Group 1 - The ETF was launched on March 3, 2005, and is managed by Invesco Capital Management LLC [1] - The fund focuses on large-cap growth stocks, which are typically characterized by higher growth potential compared to value stocks [1] - The expense ratio of 0.55% indicates the cost of managing the fund relative to its AUM, which is a competitive rate in the ETF market [1]

Core Insights - The Invesco QQQ ETF is seeking to modernize its structure from a unit investment trust (UIT) to an open-end fund, which is expected to lower its expense ratio and enhance operational efficiency [1][4][6] - The reclassification requires 51% shareholder approval, with a deadline extension to December 19, as initial efforts fell short of the December 5 goal [2][3] - The fund's expense ratio will decrease from 0.20% to 0.18%, potentially saving shareholders nearly $70 million in aggregate due to its large asset base exceeding $400 billion [5] Shareholder Engagement - Shareholder participation in the reclassification proposal has been strong, with votes overwhelmingly in favor, indicating positive sentiment towards the changes [3] - Invesco has actively engaged with shareholders to secure the necessary proxy votes, including direct outreach efforts [3] Benefits of Reclassification - The primary benefit of the reclassification is a lower expense ratio, which aligns with the trend of cost-effectiveness in the ETF industry compared to mutual funds [4] - Transitioning to an open-end fund structure will allow portfolio managers greater flexibility in reinvesting dividends, utilizing derivatives, and lending securities, which are currently restricted under the UIT structure [5] Market Impact - The QQQ ETF has been a significant player in the ETF market, particularly for tech exposure, and has inspired various iterations and similar funds globally [8][9] - Other ETFs have adopted strategies based on QQQ's success, such as the ProShares Nasdaq-100 Dorsey Wright Momentum ETF and the Direxion NASDAQ-100 Equal Weighted Index Shares, showcasing QQQ's influence [9]

Core Viewpoint - Cowen & Co. upgraded Invesco Ltd. to a "Buy" rating and increased the price target, reflecting positive sentiment towards the company's performance and market position [1][5]. Company Overview - Invesco Ltd. is a global asset management firm managing $2.1 trillion in assets as of September 30, 2025 [1]. - The company has a market capitalization of approximately $10.86 billion and employs 8,500 people, serving clients in over 120 countries [2][4]. Stock Performance - The stock is currently priced at $24.39, with a recent increase of $0.15, marking a 0.62% rise [3][5]. - Over the past year, the stock has reached a high of $24.79 and a low of $11.60, indicating significant volatility [3]. Trading Activity - Invesco's stock has a trading volume of 5,021,466 shares, reflecting active market participation [4][5]. - The stock has experienced a daily trading range with a low of $24.26 and a high of $24.73 [3]. Engagement with Financial Community - Invesco's President and CEO, along with the CFO, will participate in the Goldman Sachs 2025 Financial Services Conference, highlighting the firm's active engagement with the financial community [2][5].

ATLANTA,Dec. 3, 2025/PRNewswire/ -- Invesco Ltd. (NYSE:[IVZ](#financial-modal)), a leading global asset management firm, announced today that Andrew Schlossberg, President and Chief Executive Officer, and Allison Dukes, Chief Financial Officer, will participate in a fireside chat at the Goldman Sachs 2025 Financial Services Conference on December 9, 2025, at 3:40 p.m. ET.A link to the live audio webcast will be available on the[Investor Relations website](https://edge.prnewswire.com/c/link/?t=0&l=en&o=45718 ...

Core Viewpoint - November was challenging for large- and megacap growth stocks, with the Nasdaq-100 and S&P 500 Growth indexes ending the month in negative territory, primarily due to an AI-related sell-off, which some are referring to as an "AI freak-out" or "shake-out" [1] Group 1: Market Performance - The Nasdaq-100 and S&P 500 Growth indexes finished in the red in November [1] - The recent pullback in AI-heavy stocks is viewed as a healthy correction rather than a long-term trend [1] Group 2: Investment Sentiment - Despite the recent downturn, the sentiment around AI investments remains positive, with expectations for growth in 2026 [1] - The AI investment thesis is still considered intact, with potential catalysts for ETFs like QQQ and QQQM [1] Group 3: Future Outlook - Federal Reserve rate cuts are anticipated to benefit growth stocks, which are expected to thrive in 2026 [1] - AI adoption is projected to be a significant theme in the upcoming year, supported by evidence from corporate activities [1] - Historical parallels are drawn to the 1990s internet boom, suggesting that current AI investments may lay the groundwork for substantial future businesses [1]

Core Insights - The article provides a market analysis focusing on the S&P 500 index, NVIDIA Corporation, and the Invesco S&P 500® Equal Weight ETF, highlighting their performance and market trends [1] Group 1: S&P 500 - The S&P 500 index has shown significant fluctuations, reflecting broader market sentiments and economic indicators [1] - Recent trends indicate a potential upward trajectory for the S&P 500, driven by strong earnings reports and investor confidence [1] Group 2: NVIDIA Corporation - NVIDIA Corporation continues to lead in the semiconductor industry, with impressive revenue growth attributed to increased demand for AI and gaming technologies [1] - The company's stock performance has been robust, with a notable increase in market capitalization over the past year [1] Group 3: Invesco S&P 500® Equal Weight ETF - The Invesco S&P 500® Equal Weight ETF has demonstrated resilience, providing investors with diversified exposure to the S&P 500 constituents [1] - The ETF's performance metrics suggest it is a viable option for investors seeking balanced growth in the current market environment [1]

Core Viewpoint - Invesco is an independent investment management firm focused on enhancing the investment experience for individuals [1] Group 1 - Invesco emphasizes the importance of understanding investment objectives, risks, charges, and expenses before making investment decisions [1] - The firm provides educational information but does not offer specific investment recommendations or tax advice [1] - Invesco's opinions are based on current market conditions and may change without notice, indicating a dynamic approach to investment management [1] Group 2 - Invesco Distributors, Inc. serves as the US distributor for Invesco Ltd.'s retail products and collective trust funds [1] - The company operates through various affiliated investment advisers that provide advisory services without selling securities [1] - Invesco Unit Investment Trusts are distributed by Invesco Capital Markets, Inc. and other broker-dealers, highlighting the firm's extensive distribution network [1]

The Dogs of the Dow strategy sounds good in theory—buy the highest-yielding DJIA components at year-end, and bet on a reversal (higher prices, potentially lower yields in the out year). But the Invesco Dow Jones Industrial Average Dividend ETF (Freelance Financial Writer | Investments | Markets | Personal Finance | RetirementI create written content used in various formats including articles, blogs, emails, and social media for financial advisors and investment firms in a cost-efficient way. My passion is p ...

Invesco is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life.Be the first to know! Sign up for Invesco US Blog and get expert investment views as they post.Disclosure for all Invesco US articles: Before investing, carefully read the prospectus and/or summary prospectus and carefully consider the investment objectives, risks, charges and expenses. The information provided is for educational purposes only and does not constitute a ...

Core Insights - The article emphasizes the increasing popularity of exchange-traded funds (ETFs) in the country, suggesting that investors should consider rebalancing their portfolios before 2026 [1] Industry Trends - The growing interest in ETFs indicates a shift in investment strategies among investors, highlighting the need for portfolio adjustments to align with market trends [1]