Invesco Dynamic Large Etf Profile

PWV Etf  USD 59.52  0.78  1.33%   

Performance

6 of 100

 
Weak
 
Strong
Modest

Odds Of Distress

Less than 9

 
High
 
Low
Low
Invesco Dynamic is selling for under 59.52 as of the 11th of October 2024; that is 1.33 percent increase since the beginning of the trading day. The etf's lowest day price was 59.05. Invesco Dynamic has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat modest performance during the last 90 days. Equity ratings for Invesco Dynamic Large are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 11th of September 2024 and ending today, the 11th of October 2024. Click here to learn more.
The fund generally will invest at least 90 percent of its total assets in securities that comprise the underlying index. Dynamic Large is traded on NYSEARCA Exchange in the United States. More on Invesco Dynamic Large

Moving together with Invesco Etf

  0.93VTV Vanguard Value IndexPairCorr
  0.95VYM Vanguard High DividendPairCorr
  0.94IWD iShares Russell 1000PairCorr
  0.91DGRO iShares Core DividendPairCorr
  0.92IVE iShares SP 500PairCorr
  0.87DVY iShares Select DividendPairCorr

Moving against Invesco Etf

  0.64FNGD MicroSectors FANG IndexPairCorr
  0.53HUM Humana Inc Fiscal Year End 23rd of January 2025 PairCorr

Invesco Etf Highlights

Thematic Ideas
(View all Themes)
Old NamePowershares Dyn L/c Value
Business ConcentrationLarge Cap ETFs, Size And Style ETFs, Large Value, Invesco (View all Sectors)
IssuerInvesco
Inception Date2005-03-03
BenchmarkDynamic Large Cap Value Intellidex Index
Entity TypeRegulated Investment Company
Asset Under Management997.45 Million
Average Trading Valume23,225.7
Asset TypeEquity
CategorySize and Style
FocusLarge Cap
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorThe Bank of New York Mellon Corporation
AdvisorInvesco Capital Management LLC
CustodianThe Bank of New York Mellon Corporation
DistributorInvesco Distributors, Inc.
Portfolio ManagerPeter Hubbard, Michael Jeanette, Pratik Doshi, Tony Seisser
Transfer AgentThe Bank of New York Mellon Corporation
Fiscal Year End30-Apr
ExchangeNYSE Arca, Inc.
Number of Constituents51.0
Market MakerVirtu Financial
Total Expense0.55
Management Fee0.5
Country NameUSA
Returns Y T D17.77
NameInvesco Dynamic Large Cap Value ETF
Currency CodeUSD
Open FigiBBG000L5R6Q3
In Threey Volatility16.19
1y Volatility13.28
200 Day M A55.0629
50 Day M A57.4028
CodePWV
Updated At10th of October 2024
Currency NameUS Dollar
Invesco Dynamic Large [PWV] is traded in USA and was established 2005-03-03. The fund is classified under Large Value category within Invesco family. The entity is thematically classified as Large Cap ETFs. Invesco Dynamic Large at this time have 710.98 M in assets. , while the total return for the last 3 years was 11.0%.
Check Invesco Dynamic Probability Of Bankruptcy

Geographic Allocation (%)

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Invesco Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Invesco Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Invesco Dynamic Large Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Invesco Dynamic Large Etf Constituents

EBAYeBay IncStockConsumer Discretionary
CSXCSX CorporationStockIndustrials
AMGNAmgen IncStockHealth Care
BACBank of AmericaStockFinancials
AVGOBroadcomStockInformation Technology
GSGoldman Sachs GroupStockFinancials
UPSUnited Parcel ServiceStockIndustrials
JNJJohnson JohnsonStockHealth Care
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Invesco Dynamic Top Holders

SMIFXSound Mind InvestingMutual FundAllocation--85%+ Equity
SMILXSmi Servative AllocationMutual FundAllocation--70% to 85% Equity
SRIFXFundx Sustainable ImpactMutual FundLarge Growth
WIZMerlynAI CorpEtfModerate Allocation
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Invesco Dynamic Large Risk Profiles

The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Invesco Dynamic. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.

Invesco Dynamic Against Markets

When determining whether Invesco Dynamic Large is a strong investment it is important to analyze Invesco Dynamic's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Invesco Dynamic's future performance. For an informed investment choice regarding Invesco Etf, refer to the following important reports:
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Invesco Dynamic Large. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in housing.
You can also try the Watchlist Optimization module to optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm.
The market value of Invesco Dynamic Large is measured differently than its book value, which is the value of Invesco that is recorded on the company's balance sheet. Investors also form their own opinion of Invesco Dynamic's value that differs from its market value or its book value, called intrinsic value, which is Invesco Dynamic's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Invesco Dynamic's market value can be influenced by many factors that don't directly affect Invesco Dynamic's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Invesco Dynamic's value and its price as these two are different measures arrived at by different means. Investors typically determine if Invesco Dynamic is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Invesco Dynamic's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.