Invesco Dynamic Large Cap Growth ETF chart

Last update: 2022-12-30
Key statistics and financials
Three year average return 22.19%
YTD return -5.62%
Beta 3Y 0.91
Total Assets 838.53M
Annual report expense ratio 0.56%

Company description

The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. The underlying index is composed of large-capitalization U.S. growth stocks that the index Provider includes principally on the basis of their capital appreciation potential.

Sector: N/A - Industry: N/A


Insider Transactions

Here are the insider transactions of stock shares related to Invesco Dynamic Large Cap Growth ETF:

Filer Name Transaction Text Ownership Date Filer Relation Shares
NO DATA

Insider transaction explanations

Insider buying is the legal purchase of shares by a senior executive or director of a company. "Filer Name" corresponds to the name of the stock buyer or seller. "Transaction Text" describes the transaction. "Ownership" gives information about the transaction type. "Date" is the reported transaction date. "Filer Relation" gives the role of the insider in the company. "Shares" is the value of the transaction. You will find the complete description of the General Transaction Codes on the SEC dedicated page


Investment strategy backtesting

These are the result of three automatic investment systems applied to Invesco Dynamic Large Cap Growth ETF. You will find the performance of an systematic investment system, a momentum strategy, and a buy the dip trading strategy.


Systematic investment results on Invesco Dynamic Large Cap Growth ETF

Here is the result of two systematic investment strategies applied to Invesco Dynamic Large Cap Growth ETF. The first strategy automatically buys the first day of the month, and the second strategy buys the fifteenth day of the month.

Systematic investment equity curve on Invesco Dynamic Large Cap Growth ETF

The following chart shows the equity curve of the two systematic investment strategies applied to Invesco Dynamic Large Cap Growth ETF:

Invesco Dynamic Large Cap Growth ETF automated entries

The systematic investment strategy that buys the first day of the month would give a performance of 51.28% on the backtest period.

Performance at glance

Performance

51.28 %

Latent gain

1161.27 $

Invested capital

2264.58 $

Annualized return

12.39 %
Build your Trading System
Automated Trading using Prorealtime ebook

Momentum strategy results on Invesco Dynamic Large Cap Growth ETF

This is the result of two momentum investment strategies applied to Invesco Dynamic Large Cap Growth ETF. The first strategy uses a momentum signal calculated on one quarter, and the second uses a momentum signal calculated on two quarters.

Momentum entry openings on Invesco Dynamic Large Cap Growth ETF

The following chart shows all the entries opened by the momentum investment system on Invesco Dynamic Large Cap Growth ETF:

Invesco Dynamic Large Cap Growth ETF momentum entries
  • The first momentum investment strategy would give 51.68% of return on Invesco Dynamic Large Cap Growth ETF. That represents 3086.77$ of latent gain with 5972.7$ of employed capital.
  • The second momentum investment strategy would give 43.75% of return on Invesco Dynamic Large Cap Growth ETF. That represents 1853.61$ of latent gain with 4236.79$ of employed capital.
Performance at glance (1Q Momentum)

Performance

51.68 %

Latent gain

3086.77 $

Invested capital

5972.7 $

Annualized return

17.23 %
Performance at glance (2Q Momentum)

Performance

43.75 %

Latent gain

1853.61 $

Invested capital

4236.79 $

Annualized return

11.95 %

Momentum equity curve on Invesco Dynamic Large Cap Growth ETF

The following chart shows the equity curve of the two momentum strategies applied to Invesco Dynamic Large Cap Growth ETF:

Invesco Dynamic Large Cap Growth ETF momentum equity

Note: the dividends potentially given by Invesco Dynamic Large Cap Growth ETF are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on Invesco Dynamic Large Cap Growth ETF

The following chart shows the employed capital evolution of the two momentum strategies on Invesco Dynamic Large Cap Growth ETF since the beginning:

Invesco Dynamic Large Cap Growth ETF

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250$, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000$.


Buy the dip strategy result on Invesco Dynamic Large Cap Growth ETF

Buy the dip entry openings on Invesco Dynamic Large Cap Growth ETF

Invesco Dynamic Large Cap Growth ETF

The performance achieved by the robo-advisor on Invesco Dynamic Large Cap Growth ETF is 36.87%. That represents 266.58$ of latent gain with 723.11$ of employed capital. The following chart shows Invesco Dynamic Large Cap Growth ETF stock price with all the entries opened by the automated investment system.

Note: The blue line represents the weekly stock price of Invesco Dynamic Large Cap Growth ETF, and the green triangles represent the entry openings. The artificall robo-advisor needs at least 100 weeks of trading history to work.

Performance at glance

Performance

36.87 %

Latent gain

266.58 $

Invested capital

723.11 $

Annualized return

17.23 %

Equity curve of the strategy applied to Invesco Dynamic Large Cap Growth ETF

The following chart shows the result of the investment strategy applied to Invesco Dynamic Large Cap Growth ETF:

Invesco Dynamic Large Cap Growth ETF

Note: the dividends potentially given by Invesco Dynamic Large Cap Growth ETF are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on Invesco Dynamic Large Cap Growth ETF

The following chart shows the employed capital evolution since the beginning of the investment strategy on Invesco Dynamic Large Cap Growth ETF:

Invesco Dynamic Large Cap Growth ETF

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250$, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000$.


Investment strategies comparison on Invesco Dynamic Large Cap Growth ETF

In this section, I will compare the three previous investment strategies applied to Invesco Dynamic Large Cap Growth ETF.

Equity curve comparison on Invesco Dynamic Large Cap Growth ETF

The following chart shows the equity curve of the artificall advisor, the trend folowing and the automatic investment strategies:

Invesco Dynamic Large Cap Growth ETF investment strategy comparison

Employed capital comparison on Invesco Dynamic Large Cap Growth ETF

Invesco Dynamic Large Cap Growth ETF investment comparison

Performance comparison on Invesco Dynamic Large Cap Growth ETF

Strategy Latent Profit Growth Employed capital CAGR
Automatic investment 51.28% 1161.27$ 2264.58$ 12.39%
Momentum 1 quarter 51.68% 3086.77$ 5972.7$ 13.25%
Momentum 2 quarters 43.75% 1853.61$ 4236.79$ 11.95%
Non-directional 36.87% 266.58$ 723.11$ 17.23%
Annualized return comparison

Automatic investment

12.39 %

Momentum 1Q

11.95 %

Momentum 2Q

11.95 %

Non-directional

17.23 %

Correlated stocks

Here are the most positively and negatively correlated stocks with Invesco Dynamic Large Cap Growth ETF:

Positive correlations

Most correlated stocks this year

  • Invesco Dynamic Large Cap Growth ETF

  • Most correlated stocks last 3 months

  • Columbia Research Enhanced Core ETF
  • Educational Development Corp
  • SLEEP COUNTRY CANADA HOLDINGS INC
  • Renaissance IPO ETF
  • iShares Russell 2000 Growth ETF
  • SPDR S&P Kensho New Economies Composite ETF
  • CAPITAL LINK GLOBAL FINTECH LEADERS ETF
  • iShares Global Tech ETF
  • iShares Russell 1000 Growth ETF
  • iShares MSCI Intl Momentum Factor ET
  • IQ Hedge Long/Short Tracker ETF
  • iShares Expanded Tech Sector ETF
  • iShares U.S. Technology ETF
  • iShares S&P 500 Growth ETF
  • iShares Russell Top 200 Growth ETF
  • Vanguard Mega Cap Growth ETF
  • SPDR S&P 1500 Momentum Tilt ETF
  • Wingstop Inc
  • KKR & Co. Inc
  • SPDR Bloomberg Investment Grade Floating Rate ETF
  • CANACCORD GENUITY GROUP INC
  • Renaissance International IPO ETF
  • VanEck IG Floating Rate ETF
  • Defiance Quantum ETF
  • SPDR MSCI World StrategicFactors SM ETF
  • Techtarget Inc
  • HORIZONS NASDAQ 100 INDEX ETF
  • IQ Hedge Event-Driven Tracker ETF
  • PRIMO WATER CORPORATION
  • Tractor Supply Company
  • REAL MATTERS INC
  • Pool Corporation
  • RIVERSTONE
  • Celsius Holdings Inc
  • Sunrun Inc
  • TPI Composites Inc
  • ARK Next Generation Internet ETF
  • Globant S.A.
  • Veeva Systems Inc - Class A
  • Direxion Daily Pharmaceutical & Medical Bull 3X Sh
  • Invesco Dynamic Pharmaceuticals ETF
  • NORTHLAND POWER INC.
  • Redfin Corp
  • Invesco Dynamic Large Cap Growth ETF
  • FlexShares Quality Dividend Defensive Index Fund
  • Invesco Global Listed Private Equity ETF
  • Invesco Dynamic Semiconductors ETF
  • Xtrackers Russell 1000 US Quality at a Reasonable
  • Direxion NASDAQ-100 Equal Weighted Index Shares
  • Direxion Daily Technology Bull 3X Shares
  • BETAPRO NASDAQ 100 2X DAILY BULL ETF
  • SPDR MSCI USA StrategicFactors SM ETF
  • Genmab

  • Negative correlation

    Most negatively correlated stocks this year


    Most negatively correlated stocks last 3 months

  • CH INNOVATION
  • Direxion Daily Technology Bear -3X Shares
  • Bank of Montreal

  • Note: The algorithm computes the probability of correlation between Invesco Dynamic Large Cap Growth ETF and the other stocks. There may be false positives or some missing correlated stocks. If the price of Invesco Dynamic Large Cap Growth ETF does not vary for 36 weeks, the correlation calculation result will be wrong.


    Company information

    Company name Invesco Dynamic Large Cap Growth ETF
    Country
    City
    Address
    Phone
    Website
    FullTime employees
    Industry
    Sector
    Exchange ARCX
    Ticker PWB
    Market

    Invesco Dynamic Large Cap Growth ETF ESG Scores

    Environment scores

    Environment ESG Factors Scores
    Environment Score 0
    Peer Environment Performance unknown
    Environment Percentile unknown
    Palm Oil unknown
    Nuclear unknown
    Fur Leather unknown
    GMO unknown
    Coal unknown
    Pesticides unknown
    Animal Testing unknown

    Social scores

    Social ESG Factors Scores
    Social Score 0
    Peer Social Performance unknown
    Social Percentile unknown
    Highest Controversy unknown
    Peer Highest Controversy Performance unknown
    Adult unknown
    Gambling unknown
    Alcoholic unknown
    Tobacco unknown
    Catholic unknown
    Controversial Weapons unknown
    Small Arms unknown
    Military Contract unknown
    Peer Count unknown

    Related Controversy:


    Governance scores

    Governance ESG Factors Scores
    Governance Score 0
    Peer Governance Performance unknown
    Governance Percentile unknown

    ESG at glance
    Total ESG Scores: unknown
    Environment Score: 0
    Social Score: 0
    Governance Score: 0

    ESG Performance: unknown

    Peer Group: unknown

    Peer Esg Score Performance: unknown

    Rating Year: unknown

    Rating Month: unknown

    Max Age: unknown

    Percentile: unknown