QOWZ - ETF AI Analysis
Top Page
Invesco Nasdaq Free Cash Flow Achievers ETF (QOWZ)
Rating:74Outperform
Price Target:―
Positive Factors
Strong Leading Tech Names
Several of the largest technology holdings, such as Nvidia and Broadcom, have shown strong recent performance, helping support the fund’s returns.
Focused Yet Diversified Sector Mix
While technology is the main focus, the ETF also holds industrial, health care, financial, and consumer stocks, which helps spread risk across different parts of the economy.
Recent Short-Term Momentum
The fund’s one-month and three-month results have been positive, suggesting improving short-term performance despite a weaker showing so far this year.
Negative Factors
High Technology Concentration
With a large majority of assets in technology stocks, the ETF is heavily exposed to swings in that single sector.
U.S.-Only Geographic Exposure
Almost all holdings are U.S. companies, so investors do not get the potential benefits of international diversification.
Mixed Performance Among Top Holdings
Some major positions like Salesforce, Adobe, and Mastercard have shown weak recent performance, which can drag on the overall fund.
QOWZ vs. SPDR S&P 500 ETF (SPY)
AUM10.71M
RegionNorth America
Expense Ratio0.39%
Beta1.13
IssuerInvesco
Inception DateDec 06, 2023
Dividend Yield0.23%
Asset ClassEquity
Index TrackedNasdaq US Free Cash Flow Achievers Index - Benchmark TR Gross
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume340
30 Day Avg. Volume2,357
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
44.14Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering51
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
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 tilted toward U.S. tech, with Nvidia and Broadcom acting as the fund’s main power plants. Nvidia has been rising lately and remains a key engine, while Broadcom’s more mixed, recently lagging run has taken a bit of shine off the semiconductor story. Outside chips, Mastercard and ADP have been steadily climbing, giving the fund a solid backbone in payments and payroll. Meanwhile, software names like Salesforce, ServiceNow, Adobe, and Intuit are more of a mixed bag, with recent rebounds but still some drag from earlier stumbles.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 9.40% | $1.00M | $5.49T | 24.90% | 76 Outperform | |
| Broadcom | 5.58% | $595.96K | $1.77T | 24.01% | 76 Outperform | |
| Mastercard | 4.77% | $508.98K | $518.36B | 0.00% | 75 Outperform | |
| Salesforce | 3.75% | $400.38K | $206.43B | -0.10% | 80 Outperform | |
| ServiceNow | 3.05% | $325.31K | $143.14B | -21.14% | 75 Outperform | |
| KLA | 3.01% | $320.71K | $240.10B | 101.31% | 77 Outperform | |
| Automatic Data Processing | 3.00% | $319.97K | $113.09B | -6.37% | 70 Outperform | |
| Fortinet | 2.91% | $310.42K | $126.77B | 117.91% | 71 Outperform | |
| Adobe | 2.75% | $293.27K | $114.94B | -18.27% | 80 Outperform | |
| Intuit | 2.51% | $267.83K | $95.19B | -46.32% | 73 Outperform |
QOWZ Technical Analysis
Positive
―
Price Trends
35.43
Positive
34.54
Positive
34.50
Positive
Market Momentum
0.66
Positive
68.13
Neutral
78.16
Neutral
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 undefined is equal to the 20-day moving average (MA) of 37.24, equal to the 50-day MA of 35.43, and equal to the 200-day MA of 34.50, indicating a bullish trend. The MACD of 0.66 indicates Positive momentum. The RSI at 68.13 is Neutral, neither overbought nor oversold. The STOCH value of 78.16 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
Performance Comparison
QOWZ
Invesco Nasdaq Free Cash Flow Achievers ETF
38.12
2.78
7.87%
BUZZ
VanEck Social Sentiment ETF
―
―
―
STNC
Stance Equity ESG Large Cap Core ETF
―
―
―
YALL
God Bless America ETF
―
―
―
PFOE
Pathfinder Focused Opportunities ETF
―
―
―
SOVF
Sovereign's Capital Flourish Fund
―
―
―
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: ―
Table of Contents