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PIPE - ETF AI Analysis

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PIPE

Invesco SteelPath MLP & Energy Infrastructure ETF (PIPE)

Rating:66Neutral
Price Target:
PIPE, the Invesco SteelPath MLP & Energy Infrastructure ETF, has a solid overall rating that reflects generally strong underlying energy infrastructure holdings with some notable risks. Leaders like Oneok (OKE), supported by strong financial performance, revenue growth, and an attractive dividend, along with Targa Resources (TRGP) and Williams (WMB), which show robust earnings and strategic growth, help lift the fund’s quality. However, several holdings such as Kinder Morgan (KMI), Enbridge (ENB), and Keyera (TSE:KEY) face issues like high leverage, valuation concerns, and weaker technical trends, and the fund’s focus on MLPs and energy infrastructure means investors are exposed to sector-specific risks and volatility.
Positive Factors
Broad Energy Infrastructure Focus
The ETF is heavily invested in energy infrastructure companies, giving investors targeted exposure to a key part of the energy market.
Generally Strong Top Holdings
Most of the largest positions have shown positive year-to-date performance, which has supported the fund’s overall gains so far this year.
North American Diversification
Holdings spread across both U.S. and Canadian energy companies help reduce the impact of issues in any single country.
Negative Factors
High Sector Concentration
With the vast majority of assets in the energy sector, the fund is highly sensitive to swings in energy prices and industry-specific risks.
Elevated Expense Ratio
The fund’s relatively high management fee can eat into returns over time compared with lower-cost ETFs.
Some Lagging Core Holdings
A few of the larger positions have shown weak year-to-date performance, which can drag on the fund if those stocks continue to struggle.

PIPE vs. SPDR S&P 500 ETF (SPY)

PIPE Summary

The Invesco SteelPath MLP & Energy Infrastructure ETF (PIPE) is an actively managed fund that focuses on energy infrastructure companies, mainly in the U.S. and Canada. It invests in pipeline and midstream businesses that move and store oil and gas, following an energy and MLP (Master Limited Partnership) theme rather than a traditional index. Well-known holdings include Kinder Morgan and Enbridge. Someone might invest in PIPE for potential income and diversification within the energy sector. A key risk is that it is heavily concentrated in energy, so its value can rise or fall sharply with energy prices and industry conditions.
How much will it cost me?The ETF has an expense ratio of 0.75%, meaning you’ll pay $7.50 per year for every $1,000 invested. This is higher than average because it is actively managed, requiring more research and oversight compared to passively managed funds that track an index.
What would affect this ETF?PIPE's focus on North American energy infrastructure and MLPs positions it to benefit from rising energy demand and potential government support for energy projects. However, it could face challenges from fluctuating oil and gas prices, regulatory changes affecting MLPs, or broader economic slowdowns that impact energy consumption. Its reliance on a few key holdings in the energy sector also makes it sensitive to company-specific risks.

PIPE Top 10 Holdings

PIPE is essentially a North American energy highway play, packed with midstream names that move oil and gas rather than drill for it. Cheniere Energy has been the star of the show lately, rising sharply and giving the fund a strong tailwind, while Targa Resources, Plains GP, and Oneok are also pulling their weight with steady to rising performance. Williams and Enbridge are more mixed, offering income but less momentum. With most of its muscle in a tight group of pipeline and LNG operators, the ETF is both sector-heavy and name-concentrated in energy infrastructure.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Targa Resources7.47%$4.67M$52.62B18.99%
74
Outperform
Williams Co6.40%$4.00M$87.74B16.61%
76
Outperform
Plains GP Holdings5.93%$3.71M$18.07B9.76%
72
Outperform
TC Energy5.73%$3.59MC$89.99B27.71%
70
Outperform
Cheniere Energy5.27%$3.30M$57.98B17.57%
71
Outperform
Oneok5.11%$3.20M$55.02B-12.96%
82
Outperform
Kinder Morgan4.80%$3.00M$73.15B13.69%
68
Neutral
Pembina Pipeline4.61%$2.88M$25.42B7.02%
70
Outperform
Enbridge4.49%$2.81M$117.06B18.85%
69
Neutral
Keyera Corp.4.48%$2.80MC$12.04B13.29%
64
Neutral

PIPE Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price
Price Trends
50DMA
27.90
Positive
100DMA
25.78
Positive
200DMA
24.52
Positive
Market Momentum
MACD
0.44
Positive
RSI
54.48
Neutral
STOCH
38.16
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For PIPE, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 29.22, equal to the 50-day MA of 27.90, and equal to the 200-day MA of 24.52, indicating a neutral trend. The MACD of 0.44 indicates Positive momentum. The RSI at 54.48 is Neutral, neither overbought nor oversold. The STOCH value of 38.16 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for PIPE.

PIPE Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$61.71M0.75%
66
Neutral
$4.01B0.95%
65
Neutral
$515.63M0.69%
68
Neutral
$485.30M0.68%
68
Neutral
$231.51M0.80%
71
Outperform
$65.81M0.85%
78
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
PIPE
Invesco SteelPath MLP & Energy Infrastructure ETF
29.14
5.25
21.98%
EMLP
First Trust North American Energy Infrastructure Fund
UMI
USCF Midstream Energy Income Fund ETF
MLPI
NEOS MLP & Energy Infrastructure High Income ETF
MDST
Westwood Salient Enhanced Midstream Income ETF
WEEI
Westwood Salient Enhanced Energy Income ETF
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.
DisclaimerThis 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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