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PIO - ETF AI Analysis
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Invesco Global Water ETF (PIO)
Rating:63Neutral
Price Target:―
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered solid gains so far this year, reflecting strong overall momentum.
Global Diversification
The fund invests across multiple countries, reducing reliance on any single geographic market.
Exposure to Resilient Sectors
Industrials and Utilities, which make up a significant portion of the portfolio, tend to perform steadily even in uncertain markets.
Negative Factors
High Expense Ratio
The ETF charges a relatively high fee compared to many other funds, which can eat into investor returns over time.
Underperforming Holdings
Some top holdings, such as Roper Technologies and Waters, have lagged in performance, which could weigh on the fund's overall returns.
Sector Concentration Risk
Over half of the portfolio is concentrated in Industrials, which could increase vulnerability to sector-specific downturns.
PIO vs. SPDR S&P 500 ETF (SPY)
AUM277.92M
RegionGlobal
Expense Ratio0.75%
Beta0.76
IssuerInvesco
Inception DateJun 13, 2007
Dividend Yield1%
Asset ClassEquity
Index TrackedNASDAQ OMX Global Water
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume13,146
30 Day Avg. Volume7,996
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
52.63Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering34
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
PIO Summary
The Invesco Global Water ETF (PIO) is an investment fund focused on companies addressing global water challenges, such as purification, distribution, and conservation. It follows the NASDAQ OMX Global Water Index and includes well-known companies like Pentair and Ecolab. This ETF offers a chance to invest in the growing water sector, which is driven by population growth, urbanization, and climate change. It’s a good option for investors seeking diversification and exposure to sustainable industries. However, new investors should know that PIO’s performance can be affected by changes in the global economy and the water sector’s demand.
How much will it cost me?The Invesco Global Water ETF (PIO) has an expense ratio of 0.75%, which means you’ll pay $7.50 per year for every $1,000 invested. This is higher than average because the fund is actively managed and focuses on a specialized sector, requiring more research and management effort. It provides targeted exposure to companies addressing global water challenges.
What would affect this ETF?The Invesco Global Water ETF (PIO) could benefit from increasing global demand for water management solutions driven by population growth, urbanization, and climate change, as well as advancements in water-related technologies. However, it may face challenges from regulatory changes, rising interest rates that could impact infrastructure investments, or economic slowdowns that affect industrial and utility sectors, which make up a significant portion of its holdings.
PIO Top 10 Holdings
The Invesco Global Water ETF is riding the wave of global water innovation, with industrial heavyweights like Pentair and Ecolab leading the charge despite recent mixed performance. Veolia Environnement has been a steady contributor, buoyed by strong cash flow and profitability, while Roper Technologies has struggled to keep pace, dragging on the fund with its bearish momentum. The ETF’s focus on water utilities, infrastructure, and technology creates a concentrated bet on sustainability, with a global footprint that taps into both developed and emerging markets. Overall, the fund reflects a promising but uneven journey in the water sector.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Ebara | 8.65% | $24.64M | ¥2.00T | 91.58% | 60 Neutral | |
| Pentair | 7.78% | $22.17M | $16.37B | 3.61% | 75 Outperform | |
| Roper Technologies | 7.73% | $22.04M | $47.10B | -14.86% | 71 Outperform | |
| Ferguson PLC | 7.24% | $20.64M | £32.31B | 22.64% | 65 Neutral | |
| ― | 7.19% | $20.48M | ― | ― | ― | |
| Veolia Environnement | 4.19% | $11.96M | €22.23B | 14.40% | 71 Outperform | |
| Geberit AG | 4.06% | $11.57M | CHF20.14B | 26.57% | 66 Neutral | |
| Stantec | 4.00% | $11.41M | $11.19B | 26.24% | 70 Outperform | |
| Ecolab | 3.92% | $11.18M | $76.12B | 15.85% | 66 Neutral | |
| Waters | 3.78% | $10.77M | $23.78B | 6.00% | 70 Outperform |
PIO Technical Analysis
Positive
―
Price Trends
44.65
Positive
44.82
Positive
43.65
Positive
Market Momentum
0.16
Negative
65.19
Neutral
88.13
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For PIO, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 44.48, equal to the 50-day MA of 44.65, and equal to the 200-day MA of 43.65, indicating a bullish trend. The MACD of 0.16 indicates Negative momentum. The RSI at 65.19 is Neutral, neither overbought nor oversold. The STOCH value of 88.13 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for PIO.
PIO Peer Comparison
Comparison Results
Performance Comparison
PIO
Invesco Global Water ETF
45.62
7.25
18.89%
CGW
Invesco S&P Global Water Index ETF
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NUKZ
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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