Invesco to Advance Active Capabilities with Three New Active ETFs
Rhea-AI Summary
Invesco Ltd. (NYSE: IVZ) has announced the launch of three new active ETFs that leverage its in-house management expertise. The new offerings include the Invesco QQQ Hedged Advantage ETF (QQHG), which tracks the Nasdaq 100 Index with an options overlay for downside protection; the Invesco Comstock Contrarian Equity ETF (CSTK), focusing on total return through capital growth and income; and the Invesco Managed Futures Strategy ETF (IMF), which employs a long-short futures strategy across global markets. These launches represent Invesco's strategic evolution of its ETF lineup to meet growing investor demand for active strategies in ETF format, building upon their established expertise in rules-based ETFs.
Positive
- Expansion of product lineup with three new active ETF offerings
- Leveraging existing in-house expertise and established management teams
- Diversification of investment strategies across different market approaches
- Meeting growing investor demand for active strategies in ETF format
Negative
- None.
News Market Reaction – IVZ
On the day this news was published, IVZ gained 1.06%, reflecting a mild positive market reaction.
Data tracked by StockTitan Argus on the day of publication.
Invesco launches three high-quality, active ETF strategies that effectively leverage the expertise of its in-house active managers.
"We often hear from investors that they want the opportunity to access our high-quality active strategies through the efficiencies of the ETF vehicle. The launch of QQHG, CTSK and IMF represents Invesco's commitment to evolving its ETF line-up to meet investor demand," says Brian Hartigan, Global Head of ETFs & Index Investments. "These new strategies represent the natural evolution of our robust ETF suite and a continuation of our focus around rules-based ETF development."
The newly launched ETFs offer investors access to three growth and diversification strategies that tap into several long-standing Invesco Portfolio Management teams:
- Invesco QQQ Hedged Advantage ETF (QQHG): Invests in portfolio of equity securities designed to substantially track the performance of the Nasdaq 100 Index, with our long-standing team of option-based experts implementing an option overlay strategy to manage downside risk.
- Invesco Comstock Contrarian Equity ETF (CSTK): Aims for total return through capital growth and income, with our portfolio managers focusing on discrepancies between stock prices and company values.
- Invesco Managed Futures Strategy ETF (IMF): The investment team employs a futures strategy that takes both long and short positions across a variety of global markets and asset classes, seeking long-term capital appreciation with low correlation to traditional markets.
"As actively managed ETFs change, so does the conversation of how they fit into investors' portfolios," says Hartigan. "As we advance our strategies, we will continue to educate investors so they can evaluate new products from multiple angles."
The increased adoption of active ETFs is an evolution of the rules-based ETFs which have defined Invesco's smart beta ETFs strategies for decades. Many of Invesco's newly launched active ETFs are primarily rules-based with an added element of human judgement, tapping into Invesco's firmwide expertise and offering investors more flexibility in their choice of investment vehicles.
About Invesco Ltd.
Invesco Ltd. (Ticker NYSE: IVZ) is a global independent investment management firm dedicated to delivering an investment experience that helps people get more out of life. Our distinctive investment teams deliver a comprehensive range of active, passive and alternative investment capabilities. With offices in more than 20 countries, Invesco managed
Invesco Distributors, Inc. is the
About Risk
There are risks involved with investing in ETFs, including possible loss of money. Actively managed ETFs do not necessarily seek to replicate the performance of a specified index. Actively managed ETFs are subject to risks similar to stocks, including those related to short selling and margin maintenance. Ordinary brokerage commissions apply. The Fund's return may not match the return of the Index. The Fund is subject to certain other risks. Please see the current prospectus for more information regarding the risk associated with an investment in the Fund.
This does not constitute a recommendation of any investment strategy or product for a particular investor. Investors should consult a financial professional before making any investment decisions.
Since ordinary brokerage commissions apply for each buy and sell transaction, frequent trading activity may increase the cost of ETFs.
QQHG & CSTK
Securities held by the Fund are subject to market fluctuations. You should anticipate that the value of the Shares will decline, more or less, in correlation with any decline in value of the securities in the Fund's portfolio. Additionally, natural or environmental disasters, widespread disease or other public health issues, war, military conflicts, acts of terrorism, economic crises or other events could result in increased premiums or discounts to the Fund's net asset value ("NAV").
The investment techniques and risk analysis used by the portfolio managers may not produce the desired results.
While the Fund is actively managed, a substantial portion of the Fund's portfolio is designed to track the performance of the Index. In managing this portion of the Fund's portfolio, the portfolio managers will not generally buy or sell a security unless that security is added or removed, respectively, from the Index, regardless of the performance of that security. If a specific security is removed from the Index, the Fund may be forced to sell such security at an inopportune time or for a price lower than the security's current market value.
In general, equity values fluctuate, sometimes widely, in response to activities specific to the company as well as general market, economic and political conditions.
Investments focused in a particular industry are subject to greater risk, and are more greatly impacted by market volatility, than more diversified investments.
Information Technology Sector Concentration - Investments focused in a particular sector, such as information technology, are subject to greater risk, and are more greatly impacted by market volatility, than more diversified investments.
Derivatives - Derivatives may be more volatile and less liquid than traditional investments and are subject to market, interest rate, credit, leverage, counterparty and management risks. An investment in a derivative could lose more than the cash amount invested.
The put/collar strategy used to seek to protect the Fund against a decline in value may not work as intended.
A decision as to whether, when and how to use options involves the exercise of skill and judgment and even a well-conceived option transaction may be unsuccessful because of market behavior or unexpected events. The prices of options can be highly volatile and the use of options can lower total returns.
Short sales may cause an investor to repurchase a security at a higher price, causing a loss. As there is no limit on how much the price of the security can increase, exposure to potential loss is unlimited.
The Fund is non-diversified and may experience greater volatility than a more diversified investment.
The value of an individual security or particular type of security may be more volatile than the market as a whole and may perform differently from the value of the market as a whole.
The Fund is subject to numerous market trading risks, including the potential lack of an active market, losses from trading in secondary markets, and disruption in the creation/redemption process. During stressed market conditions, Shares may become less liquid as a result of deteriorating liquidity which could lead to differences in the market price and the underlying value of those Shares.
The risks of investing in securities of foreign issuers, including emerging markets, can include fluctuations in foreign currencies, political and economic instability, and foreign taxation issues.
Stocks of small and medium-sized companies tend to be more vulnerable to adverse developments, may be more volatile, and may be illiquid or restricted as to resale.
A value style of investing is subject to the risk that the valuations never improve or that the returns will trail other styles of investing or the overall stock markets.
REITs are pooled investment vehicles that trade like stocks and invest substantially all of their assets in real estate and may qualify for special tax considerations. REITs are subject to risks inherent in the direct ownership of real estate. A company's failure to qualify as a REIT under federal tax law may have adverse consequences to the REIT's shareholders. REITs may have expenses, including advisory and administration, and REIT shareholders will incur a proportionate share of the underlying expenses.
IMF
Managed Futures Strategy Risk – In seeking to achieve its investment objective, the Sub-Adviser utilizes various investment strategies that involve the use of complex investment techniques, and there is no guarantee that these strategies will succeed. Thus use of such strategies and techniques may subject the Fund to volatility and loss. There can be no assurance that utilizing a certain approach or model will achieve a particular level of return or level of volatility.
The fund is subject to certain other risks. Please see the current prospectus for more information regarding the risks associated with an investment in the fund.
Invesco does not offer tax advice. Please consult your tax adviser for information regarding your own personal tax situation.
Invesco Distributors, Inc. 05/25 NA4456169
NOT A DEPOSIT l NOT FDIC INSURED l NOT GUARANTEED BY THE BANK | MAY LOSE VALUE | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Contact: Samantha Brandifino, samantha.brandifino@invesco.com, 332.323.5557
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SOURCE Invesco Ltd.
FAQ
What are the three new active ETFs launched by Invesco (IVZ) in May 2025?
What is the investment strategy of Invesco's QQHG ETF?
How does the Invesco Comstock Contrarian Equity ETF (CSTK) work?
What is unique about Invesco's Managed Futures Strategy ETF (IMF)?
Why is Invesco (IVZ) launching these new active ETFs?
