PXJ - ETF AI Analysis
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Invesco Dynamic Oil & Gas Services ETF (PXJ)
Rating:67Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown strong gains so far this year and over the last few months, indicating solid recent momentum.
Leading Energy Service Companies
Many of the top holdings, such as major oilfield service and drilling firms, have delivered strong year-to-date performance, helping drive the fund’s returns.
Targeted Industry Exposure
The fund’s focus on oil and gas services gives investors a concentrated way to benefit when this niche of the energy sector is doing well.
Negative Factors
High Sector Concentration
With almost all assets in the energy sector, the ETF is highly sensitive to downturns in oil and gas markets.
Limited Geographic Diversification
The portfolio is heavily tilted toward U.S. companies, with only a small allocation outside the U.S., reducing global diversification.
Above-Average Expense Ratio
The fund’s expense ratio is relatively high for an ETF, which can eat into long-term returns compared with lower-cost options.
PXJ vs. SPDR S&P 500 ETF (SPY)
AUM140.41M
RegionNorth America
Expense Ratio0.63%
Beta0.90
IssuerInvesco
Inception DateOct 26, 2005
Dividend Yield2.07%
Asset ClassEquity
Index TrackedDynamic Oil Services Intellidex (AMEX)
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume17,555
30 Day Avg. Volume51,908
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
49.93Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering31
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
PXJ Summary
The Invesco Dynamic Oil & Gas Services ETF (PXJ) follows the Dynamic Oil Services Intellidex index, focusing on companies that provide equipment and services to the oil and gas industry. It mainly holds U.S. energy service firms involved in drilling, exploration, and production support. Well-known holdings include Halliburton and Baker Hughes. An investor might consider PXJ if they want targeted exposure to the energy services theme and believe demand for oil and gas infrastructure will grow, while still spreading risk across many companies. However, this ETF is heavily tied to the energy sector and can rise or fall sharply with oil and gas market conditions.
How much will it cost me?The Invesco Dynamic Oil & Gas Services ETF (PXJ) has an expense ratio of 0.63%, meaning you’ll pay $6.30 per year for every $1,000 invested. This is higher than average because the fund is actively managed, focusing on a specialized niche within the energy sector.
What would affect this ETF?The PXJ ETF, focused on U.S. energy equipment and services, could benefit from rising oil prices and increased global energy demand, which may drive growth in exploration and production activities. However, it faces risks from regulatory changes targeting fossil fuels, fluctuating energy prices, and potential economic slowdowns that could reduce investment in the sector.
PXJ Top 10 Holdings
PXJ is very much an oilfield toolbox play, with nearly all its muscle in U.S.-listed energy equipment and services names. Halliburton and Baker Hughes are the steady workhorses, helping drive returns even if they’re not sprinting. Transocean and Frontline add more punch, riding rising momentum in offshore drilling and shipping. On the flip side, TechnipFMC has been wobbling lately, and some smaller service names show mixed signals, occasionally tripping the fund. Overall, performance hinges on a concentrated cluster of oilfield service specialists rather than broad energy exposure.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Halliburton | 5.39% | $7.45M | $34.64B | 108.29% | 72 Outperform | |
| TechnipFMC | 5.18% | $7.15M | $28.30B | 139.10% | 80 Outperform | |
| ― | 5.14% | $7.10M | ― | ― | ― | |
| Frontline | 4.88% | $6.74M | $8.26B | 102.40% | 70 Neutral | |
| Baker Hughes Company | 4.66% | $6.44M | $65.54B | 79.80% | 76 Outperform | |
| Weatherford International | 4.65% | $6.43M | $7.82B | 139.10% | 72 Outperform | |
| Transocean | 4.62% | $6.39M | CHF5.97B | 173.49% | 60 Neutral | |
| NOV | 4.60% | $6.36M | $7.47B | 71.42% | 72 Outperform | |
| Patterson-UTI | 3.66% | $5.05M | $4.67B | 115.21% | 56 Neutral | |
| Propetro Holding | 3.50% | $4.83M | $2.08B | 203.76% | 61 Neutral |
PXJ Technical Analysis
Positive
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Price Trends
42.98
Positive
39.67
Positive
33.70
Positive
Market Momentum
0.86
Positive
56.28
Neutral
58.91
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For PXJ, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 45.29, equal to the 50-day MA of 42.98, and equal to the 200-day MA of 33.70, indicating a bullish trend. The MACD of 0.86 indicates Positive momentum. The RSI at 56.28 is Neutral, neither overbought nor oversold. The STOCH value of 58.91 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for PXJ.
PXJ Peer Comparison
Comparison Results
Performance Comparison
PXJ
Invesco Dynamic Oil & Gas Services ETF
45.41
22.82
101.02%
TPYP
Tortoise North American Pipeline Fund
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―
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FCG
First Trust Natural Gas ETF
―
―
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IEZ
iShares U.S. Oil Equipment & Services ETF
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RSPG
Invesco S&P 500 Equal Weight Energy ETF
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―
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XES
SPDR S&P Oil & Gas Equipment & Services ETF
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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.
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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