景顺(IVZ)

搜索文档
Billionaires Are Selling Nvidia Stock and Buying 2 Magnificent Index Funds Instead
The Motley Fool· 2024-06-16 17:12
These successful hedge fund managers are betting on growth stocks and Bitcoin.Several hedge fund billionaires trimmed their positions in Nvidia (NVDA 1.75%) during the first quarter, and patched the holes in their portfolios by purchasing the Invesco QQQ Trust (NASDAQ: QQQ) and/or the iShares Bitcoin Trust (NASDAQ: IBIT), two index funds with significant growth prospects.Steven Cohen of Point72 Asset Management sold 304,505 shares of Nvidia, reducing his stake by 55%. He also started a small position in the ...
Invesco Adds New Defined Maturity Bond ETFs to Robust Fixed Income Suite
Prnewswire· 2024-06-12 21:00
Two new BulletShares ETFs are now available to replace maturing funds ATLANTA, June 12, 2024 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ), a leading global provider of exchange-traded funds (ETFs), today announced the addition of two new BulletShares ETFs to its fixed income lineup. The two new maturities complement Invesco's fixed income suite by providing access to potential revenue-driving areas of the fixed income market. "With higher-for-longer interest rate expectations top of mind for investors, the un ...
Invesco Ltd. Announces May 31, 2024 Assets Under Management
Prnewswire· 2024-06-12 04:15
ATLANTA, June 11, 2024 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) today reported preliminary month-end assets under management (AUM) of $1,687.7 billion, an increase of 3.8% versus previous month-end. The firm delivered net long-term inflows of $5.2 billion in the month. Non-management fee earning net inflows were $5.7 billion and money market net inflows were $7.7 billion. AUM was positively impacted by favorable market returns which increased AUM by $42 billion. FX increased AUM by $2.3 billion. Preliminary ...
Invesco QQQ and Nasdaq-100 Analysis: Key Market Trends
MarketBeat· 2024-06-10 19:35
U.S. stock markets seem to be reaching new all-time highs on a weekly basis. The NASDAQ 100 index can best be traded and followed using the most active exchange-traded-fund (ETF), the Invesco QQQ NASDAQ: QQQ. The computer and technology sector companies dominate the QQQ. While the markets are trending upward, a rising tide doesn't necessarily lift all boats. Critics argue that a handful of companies dominate the market, impacting benchmark indexes disproportionately. Investors' burning question remains: "Wh ...
4 Reasons to Buy Invesco QQQ Trust Like There's No Tomorrow
The Motley Fool· 2024-06-09 21:45
文章核心观点 - 该ETF(Invesco QQQ Trust)可以作为投资组合的有价值补充[1][2] - 该ETF跟踪纳斯达克100指数,主要投资于科技和消费类公司,具有较强的长期投资价值[3][4][5][6] - 该ETF过去10年的年化收益率达18.5%,远超标普500和纳斯达克综指[7][8] - 该ETF的费率仅0.2%,是一个非常有吸引力的低成本投资选择[10][11] - 该ETF适合采用定期定额的投资策略,是一种低维护的财富积累方式[12][13] 行业总结 - 科技行业占该ETF资产的59%,是最大的投资领域[4] - 消费类行业占该ETF资产的18%,也是重点投资方向之一[4] - 该ETF还有23%的资产投资于其他行业,提供了一定的行业多元化[6] 公司总结 - 该ETF的前7大重仓股占资产的42%,是一些最具影响力的企业[5] - 这些公司普遍具有较强的竞争优势、良好的成长前景,并且在人工智能领域处于领先地位[9]
Should You Invest in the Invesco AI and Next Gen Software ETF (IGPT)?
ZACKS· 2024-06-04 19:21
The Invesco AI and Next Gen Software ETF (IGPT) was launched on 06/23/2005, and is a passively managed exchange traded fund designed to offer broad exposure to the Technology - Software segment of the equity market.While an excellent vehicle for long term investors, passively managed ETFs are a popular choice among institutional and retail investors due to their low costs, transparency, flexibility, and tax efficiency.Investor-friendly, sector ETFs provide many options to gain low risk and diversified expos ...
Invesco's (IVZ) Strategic Moves & AUM Aid, Muted Revenues Ail
ZACKS· 2024-05-31 01:01
Invesco Ltd. (IVZ) remains well-positioned for growth on the back of diversified offerings, efforts to enhance operating efficiency and strong assets under management (AUM). However, a high intangible assets composition on the balance sheet and subdued net revenues are major headwinds.IVZ has been executing initiatives to enhance operating efficiency. The company surpassed its goal for net cost synergies from the OppenheimerFunds acquisition and achieved $200 million in annualized net savings prior to the p ...
Invesco Mortgage Capital: An Interesting Play In The mREIT Sector That Yields 17.5%
seekingalpha.com· 2024-05-27 09:40
文章核心观点 - 公司是一家专注于投资住宅和商业抵押贷款支持证券的房地产投资信托基金(mREIT) [2] - 公司主要投资于政府机构担保的抵押贷款支持证券 [4] - 公司资产中92%为住宅抵押贷款支持证券,风险较低 [5] - 公司面临利率风险,需要使用衍生工具来管理这一风险 [8][9][10] - 由于近期利率环境的变化,公司的净利差出现下降,业绩受到一定影响 [11][12][21][22] - 公司采取了一些措施来应对利率环境的变化,如调整投资组合 [18][19] - 预计未来利率环境的改善可能为公司带来正面影响 [15] - 公司目前提供较高的股息收益率,但其可持续性存在一定不确定性 [23][24] 公司概况 - 公司是一家资产规模约450亿美元的小型mREIT [3] - 公司主要竞争对手包括Annaly Capital Management和AGNC Investment Corp [3] - 公司的主要目标是为股东提供吸引人的风险调整后收益,主要通过股息分配 [4] 投资组合 - 公司资产中92%为住宅抵押贷款支持证券,风险较低 [5] - 住宅房地产市场的韧性和就业率的低位为公司的RMBS投资提供支撑 [6] - 未来利率下降可能会增加提前偿还,对公司RMBS投资产生正面影响 [7][15] 利率风险管理 - 公司面临利率风险,需要使用衍生工具来管理这一风险 [8][9][10] - 近期利率环境的变化导致公司的净利差出现下降,业绩受到一定影响 [11][12][21][22] - 公司采取了一些措施来应对利率环境的变化,如调整投资组合 [18][19] - 预计未来利率环境的改善可能为公司带来正面影响 [15] 财务表现 - 公司近年来的财务表现受到利率环境恶化的影响,净资产价值大幅下降 [16][17] - 公司的股息收益率较高,但其可持续性存在一定不确定性 [23][24] - 公司的估值水平与历史平均水平相当,处于合理区间 [25]
Invesco Ltd. to Participate in the Bernstein Strategic Decisions Conference
prnewswire.com· 2024-05-24 04:15
公司活动 - Invesco Ltd. 的总裁兼首席执行官 Andrew Schlossberg 将于 2024 年 5 月 31 日上午 10:00(美国东部时间)在纽约举行的 Bernstein Strategic Decisions Conference 上参加炉边谈话 [1] 公司介绍 - Invesco Ltd. 是一家全球独立投资管理公司,致力于提供帮助人们更好生活的投资体验 公司在全球 20 多个国家设有办事处,提供广泛的主动、被动和另类投资能力 [2]
Invesco High Income Trust II, and Invesco Senior Income Trust Declare Dividends
prnewswire.com· 2024-05-24 00:15
ATLANTA, May 23, 2024 /PRNewswire/ -- The Board of Trustees (the "Board") of each of Invesco High Income Trust II and Invesco Senior Income Trust (each, a "Fund" and collectively, the "Funds") today declared the following dividends:EX-DATE RECORD DATE REINVEST DATE PAYABLE DATE 6/18/2024 6/18/2024 6/28/2024 6/28/2024 Name of Closed-EndManagement Investment Company Ticker Monthly Dividend Amount Per Share Change From Prior Distribution % Change From Prior Distribution Invesco High Income Trust II VLT $0.09 ...