Invesco Sp 500 Etf Profile

SPHQ Etf  USD 68.76  0.42  0.61%   

Performance

6 of 100

 
Weak
 
Strong
Modest

Odds Of Distress

Less than 9

 
High
 
Low
Low
Invesco SP is selling at 68.76 as of the 25th of November 2024; that is 0.61 percent increase since the beginning of the trading day. The etf's last reported lowest price was 68.43. Invesco SP 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 SP 500 are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of October 2024 and ending today, the 25th of November 2024. Click here to learn more.
The fund generally will invest at least 90 percent of its total assets in the securities that comprise the underlying index. SP 500 is traded on NYSEARCA Exchange in the United States. More on Invesco SP 500

Moving together with Invesco Etf

  0.91VTI Vanguard Total StockPairCorr
  0.91SPY SPDR SP 500 Aggressive PushPairCorr
  0.91IVV iShares Core SPPairCorr
  0.98VIG Vanguard DividendPairCorr
  0.91VV Vanguard Large CapPairCorr
  0.94RSP Invesco SP 500PairCorr

Moving against Invesco Etf

  0.64VIIX VIIXPairCorr
  0.61ULE ProShares Ultra EuroPairCorr
  0.6YCL ProShares Ultra YenPairCorr
  0.58FXY Invesco CurrencySharesPairCorr

Invesco Etf Highlights

Thematic Ideas
(View all Themes)
Old NamePowerShares Exchange-Traded Fund Trust - PowerShares S&P 500 Quality Portfolio
Business ConcentrationLarge Cap ETFs, Size And Style ETFs, Large Blend, Invesco (View all Sectors)
IssuerInvesco
Inception Date2005-12-06
BenchmarkS&P 500 Quality Index
Entity TypeRegulated Investment Company
Asset Under Management11.87 Billion
Average Trading Valume829,325
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 Constituents100.0
Market MakerIMC
Total Expense0.19
Management Fee0.15
Country NameUSA
Returns Y T D27.53
NameInvesco SP 500 Quality ETF
Currency CodeUSD
Open FigiBBG000BMY1X2
In Threey Volatility16.83
1y Volatility10.56
200 Day M A63.175
50 Day M A67.2264
CodeSPHQ
Updated At25th of November 2024
Currency NameUS Dollar
Invesco SP 500 [SPHQ] is traded in USA and was established 2005-12-06. The fund is listed under Large Blend category and is part of Invesco family. The entity is thematically classified as Large Cap ETFs. Invesco SP 500 at this time have 3.15 B in assets. , while the total return for the last 3 years was 11.1%.
Check Invesco SP 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 SP 500 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 SP 500 Etf Constituents

HDHome DepotStockConsumer Discretionary
PYPLPayPal HoldingsStockFinancials
MOAltria GroupStockConsumer Staples
JNJJohnson JohnsonStockHealth Care
AAPLApple IncStockInformation Technology
BAThe BoeingStockIndustrials
PFEPfizer IncStockHealth Care
GEGE AerospaceStockIndustrials
More Details

Invesco SP Top Holders

MMDCXMadison Moderate AllocationMutual FundAllocation--50% to 70% Equity
MCOCXMadison Servative AllocationMutual FundAllocation--15% to 30% Equity
MMDAXMadison Moderate AllocationMutual FundAllocation--50% to 70% Equity
MCNBXMadison Servative AllocationMutual FundAllocation--15% to 30% Equity
MCNAXMadison Servative AllocationMutual FundAllocation--15% to 30% Equity
MMDRXMadison Moderate AllocationMutual FundAllocation--50% to 70% Equity
LRRSXQs Strategic RealMutual FundTactical Allocation
LRRAXQs Strategic RealMutual FundTactical Allocation
More Details

Invesco SP 500 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 SP. 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 SP Against Markets

When determining whether Invesco SP 500 is a strong investment it is important to analyze Invesco SP'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 SP's future performance. For an informed investment choice regarding Invesco Etf, refer to the following important reports:
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Invesco SP 500. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in rate.
You can also try the Portfolio Volatility module to check portfolio volatility and analyze historical return density to properly model market risk.
The market value of Invesco SP 500 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 SP's value that differs from its market value or its book value, called intrinsic value, which is Invesco SP'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 SP's market value can be influenced by many factors that don't directly affect Invesco SP'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 SP's value and its price as these two are different measures arrived at by different means. Investors typically determine if Invesco SP is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Invesco SP'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.