PXJ - ETF AI Analysis
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Invesco Dynamic Oil & Gas Services ETF (PXJ)
Rating:69Neutral
Price Target:―
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered strong gains so far this year, suggesting its strategy has recently worked well for investors.
Top Holdings Showing Solid Momentum
Several of the largest positions, including companies like Frontline and TechnipFMC, have shown strong performance, helping drive the fund’s returns.
Focused Exposure to Energy Services
The fund’s heavy tilt toward the energy sector allows investors to target oil and gas services companies in a single, convenient investment.
Negative Factors
High Sector Concentration
With most of its assets in the energy sector, the ETF is highly sensitive to swings in oil and gas markets.
Limited Geographic Diversification
The portfolio is heavily invested in U.S. companies, offering little exposure to other regions that could offset domestic market downturns.
Relatively High Expense Ratio
The fund’s ongoing fee is on the higher side for an ETF, which can gradually reduce investors’ net returns over time.
PXJ vs. SPDR S&P 500 ETF (SPY)
AUM128.64M
RegionNorth America
Expense Ratio0.63%
Beta0.85
IssuerInvesco
Inception DateOct 26, 2005
Dividend Yield2.77%
Asset ClassEquity
Index TrackedDynamic Oil Services Intellidex (AMEX)
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume33,695
30 Day Avg. Volume71,455
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
52.10Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering30
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
PXJ Summary
The Invesco Dynamic Oil & Gas Services ETF (PXJ) is a fund that follows the Dynamic Oil Services Intellidex index, focusing on companies that provide equipment and services to the oil and gas industry. This includes firms involved in drilling, exploration, and production support. Well-known holdings include Baker Hughes and Halliburton. Someone might invest in PXJ to gain targeted exposure to the energy sector and potentially benefit when oil and gas activity increases. However, this ETF is heavily tied to the energy industry, so its price can rise or fall sharply with changes in oil and gas markets.
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 essentially a pure play on U.S. oil and gas services, with names like TechnipFMC and Baker Hughes providing the steady backbone of the fund. Frontline and National Energy Services Reunited have been rising and help power overall returns, while Oceaneering International adds a more mixed but still supportive note. On the flip side, Halliburton and Weatherford have been lagging lately, occasionally acting like sand in the gears. With nearly all exposure tied to energy equipment and services, this ETF lives and dies by the health of the oil and gas cycle.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Frontline | 5.67% | $7.23M | $10.68B | 106.71% | 70 Neutral | |
| NOV | 5.06% | $6.46M | $7.09B | 47.33% | 72 Outperform | |
| Archrock | 5.04% | $6.42M | $5.38B | 14.83% | 79 Outperform | |
| Halliburton | 4.93% | $6.28M | $27.29B | 30.46% | 72 Outperform | |
| Weatherford International | 4.90% | $6.25M | $6.12B | 22.22% | 72 Outperform | |
| TechnipFMC | 4.80% | $6.12M | $27.82B | 75.85% | 80 Outperform | |
| Baker Hughes Company | 4.76% | $6.06M | $56.87B | 14.47% | 76 Outperform | |
| ― | 4.75% | $6.05M | ― | ― | ― | |
| Okeanis Eco Tankers Corp. | 3.32% | $4.23M | $3.00B | 155.88% | 78 Outperform | |
| DHT Holdings | 3.15% | $4.02M | $3.50B | 76.93% | 72 Outperform |
PXJ Technical Analysis
Neutral
―
Price Trends
44.39
Positive
43.09
Positive
39.95
Positive
Market Momentum
0.04
Positive
42.05
Neutral
6.34
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For PXJ, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 46.16, equal to the 50-day MA of 44.39, and equal to the 200-day MA of 39.95, indicating a neutral trend. The MACD of 0.04 indicates Positive momentum. The RSI at 42.05 is Neutral, neither overbought nor oversold. The STOCH value of 6.34 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for PXJ.
PXJ Peer Comparison
Comparison Results
Performance Comparison
PXJ
Invesco Dynamic Oil & Gas Services ETF
44.50
17.72
66.17%
TPYP
Tortoise North American Pipeline Fund
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―
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IEO
iShares U.S. Oil & Gas Exploration & Production ETF
―
―
―
FCG
First Trust Natural Gas ETF
―
―
―
RSPG
Invesco S&P 500 Equal Weight Energy ETF
―
―
―
XES
SPDR S&P Oil & Gas Equipment & Services ETF
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―
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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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