QOWZ - ETF AI Analysis
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Invesco Nasdaq Free Cash Flow Achievers ETF (QOWZ)
QOWZ, the Invesco Nasdaq Free Cash Flow Achievers ETF, appears to be a solid-quality fund built around companies with strong cash generation and growth prospects. Standout holdings like Nvidia, Broadcom, Salesforce, and KLA boost the rating through strong financial performance, positive earnings commentary, and strategic focus on AI and advanced technologies, though many of these names trade at high valuations that introduce some risk. The main risk factor is the fund’s heavy tilt toward a relatively small group of tech and semiconductor-related companies, which can increase volatility if that sector faces a downturn.
QOWZ vs. SPDR S&P 500 ETF (SPY)
- AUM
- 10.51M
- Region
- North America
- Expense Ratio
- 0.39%
- Beta
- 1.12
- Issuer
- Invesco
- Inception Date
- Dec 06, 2023
- Dividend Yield
- 0.24%
- Asset Class
- Equity
- Index Tracked
- Nasdaq US Free Cash Flow Achievers Index - Benchmark TR Gross
QOWZ Summary
QOWZ is the Invesco Nasdaq Free Cash Flow Achievers ETF. It follows the Nasdaq US Free Cash Flow Achievers Index, which focuses on U.S. companies that generate strong, steady cash from their businesses. The fund is heavily invested in technology and includes well-known names like Nvidia and Adobe, along with firms from industries such as health care and financials. Someone might invest in QOWZ to seek long-term growth from financially solid companies while getting diversification across many sectors. A key risk is that it leans heavily toward tech stocks, so its price can rise and fall sharply with the tech sector and overall stock market.
How much will it cost me?
The Invesco Nasdaq Free Cash Flow Achievers ETF (QOWZ) has an expense ratio of 0.39%, meaning you’ll pay $3.90 per year for every $1,000 invested. This is slightly higher than average for ETFs because it tracks a specialized index and focuses on companies with strong free cash flow, which requires more active management. It’s a good option if you value the targeted approach to financially robust companies.
What would affect this ETF?
The Invesco Nasdaq Free Cash Flow Achievers ETF (QOWZ) could benefit from continued growth in the technology sector, which makes up over half of its holdings, as well as strong performance from top companies like Nvidia and Broadcom. However, rising interest rates or economic slowdowns could negatively impact growth-focused sectors like technology and consumer cyclical industries, which are key components of this ETF. Regulatory changes or geopolitical tensions affecting U.S.-based companies could also pose risks to its future performance.
QOWZ Top 10 Holdings
QOWZ is heavily powered by U.S. tech, with Nvidia and Broadcom setting the tone. Nvidia has been a clear bright spot, riding the AI wave and giving the fund a strong engine, while Broadcom’s more mixed, recently lagging performance keeps that momentum from being even stronger. KLA and Monolithic Power add more semiconductor fuel, with KLA especially rising over the year, though its path has been bumpy. On the flip side, software names like Salesforce and ServiceNow have been losing steam, acting as a mild drag on this otherwise cash-rich, tech-centric portfolio.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 NVDA | Nvidia | 10.00% | $1.03M | $5.16T | 17.78% | 76Outperform |
 AVGO | Broadcom | 6.27% | $649.28K | $1.57T | -7.17% | 76Outperform |
 MA | Mastercard | 4.86% | $502.58K | $540.87B | 12.28% | 75Outperform |
 KLAC | KLA | 3.33% | $344.24K | $216.29B | 50.84% | 77Outperform |
 CRM | Salesforce | 3.21% | $331.68K | $198.10B | -2.15% | 80Outperform |
 NOW | ServiceNow | 2.94% | $304.53K | $146.80B | -20.64% | 75Outperform |
 FTNT | Fortinet | 2.84% | $293.44K | $124.09B | 103.43% | 71Outperform |
 ADP | Automatic Data Processing | 2.80% | $289.48K | $114.48B | 3.12% | 70Outperform |
 CDNS | Cadence Design | 2.44% | $252.73K | $87.99B | -1.46% | 78Outperform |
 INTU | Intuit | 2.38% | $246.79K | $86.89B | -49.74% | 73Outperform |
QOWZ Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For QOWZ, the sentiment is Positive. The current price of 36.96 is above the 20-day moving average (MA) of 36.81, above the 50-day MA of 36.96, and above the 200-day MA of 34.67, indicating a neutral trend. The MACD of 0.20 indicates Negative momentum. The RSI at 51.26 is Neutral, neither overbought nor oversold. The STOCH value of 52.14 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for QOWZ.
QOWZ Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| QOWZ | $36.96 | $41.00(10.92% Upside) | $10.51M | 0.39% | 74Outperform |
 BAMD | $33.74 | $38.20(13.24% Upside) | $97.25M | 0.87% | 70Outperform |
 STNC | $36.93 | $42.70(15.61% Upside) | $92.23M | 0.85% | 68Neutral |
 SOVF | $31.34 | $37.55(19.82% Upside) | $89.56M | 0.75% | 70Neutral |
 PFOE | $22.25 | $28.53(28.24% Upside) | $89.52M | 0.59% | 72Outperform |
 FTCE | $27.14 | $32.06(18.12% Upside) | $86.59M | 0.60% | 71Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| QOWZ | Invesco Nasdaq Free Cash Flow Achievers ETF | 36.96 | 0.13 | 0.35% | |
| BAMD | Brookstone Dividend Stock ETF | 33.74 | 3.64 | 12.09% | |
| STNC | Stance Equity ESG Large Cap Core ETF | 36.93 | 3.80 | 11.47% | |
| SOVF | Sovereign's Capital Flourish Fund | 31.34 | 1.44 | 4.81% | |
| PFOE | Pathfinder Focused Opportunities ETF | 22.25 | -2.61 | -10.50% | |
| FTCE | First Trust New Constructs Core Earnings Leaders ETF | 27.14 | 2.81 | 11.56% |
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.