Invesco Insider Sentiment ETF (NFO)

Overview

The investment fund aims to mirror the performance of the Nasdaq US Insider Sentiment Index, taking into account pre-fees and expenses results. This strategy chiefly involves allocating at least 90% of its assets towards securities that are included in the underlying index, in addition to depositary receipts that represent the common stocks within the index (or underlying securities representing these depositary receipts). The origin of the securities eligible for the underlying index pulls from the Nasdaq US Large Mid Cap Index, which targets the performance of U.S. companies ranging from mid to large capitalization. Highlighting its focus, the fund maintains a non-diversified portfolio.

Products and Services

• Investment Tracking:

  The primary service offered by the fund is the tracking of the Nasdaq US Insider Sentiment Index. This involves closely monitoring the index's performance and adjusting the fund's portfolio to ensure it mirrors the index as accurately as possible before fees and expenses.

• Investment in Securities:

  A significant part of the fund's investment strategy is its commitment to invest at least 90% of its total assets in the securities which are part of the underlying index or in depositary receipts that represent common stocks in the index. This approach allows for a focused investment strategy that hones in on the performance of mid- to large-capitalization U.S. companies.

• Nasdaq US Large Mid Cap Index Eligibility:

  The securities eligible for investment through this fund originate from the Nasdaq US Large Mid Cap Index. This criteria ensures that the fund invests in companies that not only have a larger market capitalization, providing a degree of stability and potential for growth, but also align with the fund's overall investment philosophy aimed at tracking insider sentiment.