Invesco to Advance Active Capabilities with Three New Active ETFs
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.
Invesco Ltd. (NYSE: IVZ) ha annunciato il lancio di tre nuovi ETF attivi che sfruttano la sua esperienza interna nella gestione. Le nuove proposte includono il Invesco QQQ Hedged Advantage ETF (QQHG), che replica l'indice Nasdaq 100 con una copertura tramite opzioni per protezione al ribasso; il Invesco Comstock Contrarian Equity ETF (CSTK), focalizzato sul rendimento totale attraverso crescita del capitale e reddito; e il Invesco Managed Futures Strategy ETF (IMF), che utilizza una strategia long-short su futures nei mercati globali. Questi lanci rappresentano l'evoluzione strategica della gamma ETF di Invesco per rispondere alla crescente domanda degli investitori di strategie attive in formato ETF, basandosi sulla loro consolidata esperienza negli ETF basati su regole.
Invesco Ltd. (NYSE: IVZ) ha anunciado el lanzamiento de tres nuevos ETFs activos que aprovechan su experiencia interna en gestión. Las nuevas ofertas incluyen el Invesco QQQ Hedged Advantage ETF (QQHG), que sigue el índice Nasdaq 100 con una cobertura mediante opciones para protección ante caídas; el Invesco Comstock Contrarian Equity ETF (CSTK), centrado en el rendimiento total a través del crecimiento de capital y los ingresos; y el Invesco Managed Futures Strategy ETF (IMF), que emplea una estrategia long-short con futuros en mercados globales. Estos lanzamientos representan la evolución estratégica de la línea de ETFs de Invesco para satisfacer la creciente demanda de los inversores por estrategias activas en formato ETF, apoyándose en su experiencia consolidada en ETFs basados en reglas.
Invesco Ltd. (NYSE: IVZ)는 사내 관리 전문성을 활용한 세 가지 새로운 액티브 ETF 출시를 발표했습니다. 새로 선보이는 상품에는 하락 위험을 줄이기 위한 옵션 오버레이가 적용된 나스닥 100 지수를 추종하는 Invesco QQQ Hedged Advantage ETF (QQHG), 자본 성장과 수익을 통한 총수익에 중점을 둔 Invesco Comstock Contrarian Equity ETF (CSTK), 그리고 글로벌 시장 전반에 걸친 롱숏 선물 전략을 사용하는 Invesco Managed Futures Strategy ETF (IMF)가 포함됩니다. 이번 출시는 규칙 기반 ETF에 대한 확고한 전문성을 바탕으로, ETF 형식의 액티브 전략에 대한 투자자 수요 증가에 대응하기 위한 인베스코의 전략적 ETF 라인업 진화를 보여줍니다.
Invesco Ltd. (NYSE : IVZ) a annoncé le lancement de trois nouveaux ETF actifs tirant parti de son expertise en gestion interne. Les nouvelles offres comprennent le Invesco QQQ Hedged Advantage ETF (QQHG), qui suit l'indice Nasdaq 100 avec une couverture par options pour une protection contre la baisse ; le Invesco Comstock Contrarian Equity ETF (CSTK), axé sur le rendement total grâce à la croissance du capital et aux revenus ; et le Invesco Managed Futures Strategy ETF (IMF), qui utilise une stratégie long-short sur les contrats à terme sur les marchés mondiaux. Ces lancements représentent l'évolution stratégique de la gamme d'ETF d'Invesco pour répondre à la demande croissante des investisseurs en stratégies actives au format ETF, s'appuyant sur leur expertise reconnue dans les ETF basés sur des règles.
Invesco Ltd. (NYSE: IVZ) hat die Einführung von drei neuen aktiven ETFs bekannt gegeben, die auf der hauseigenen Management-Expertise basieren. Zu den neuen Angeboten gehören der Invesco QQQ Hedged Advantage ETF (QQHG), der den Nasdaq 100 Index mit einer Optionsabsicherung gegen Abwärtsrisiken abbildet; der Invesco Comstock Contrarian Equity ETF (CSTK), der sich auf Gesamtrendite durch Kapitalwachstum und Einkünfte konzentriert; und der Invesco Managed Futures Strategy ETF (IMF), der eine Long-Short-Futures-Strategie über globale Märkte hinweg anwendet. Diese Produkte repräsentieren die strategische Weiterentwicklung des ETF-Portfolios von Invesco, um der steigenden Nachfrage der Anleger nach aktiven Strategien im ETF-Format gerecht zu werden, basierend auf ihrer etablierten Expertise in regelbasierten ETFs.
- 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
- None.
Insights
Invesco leverages existing expertise to enter active ETF space with three targeted products, responding to industry demand while incrementally expanding offerings.
Invesco's launch of three new active ETFs represents a strategic move to capitalize on the growing investor demand for active strategies within the ETF wrapper. The firm is leveraging existing in-house expertise rather than building new capabilities from scratch, which suggests an efficient use of resources.
The three new products address distinct investor needs:
- QQHG builds on Invesco's established QQQ franchise by adding options-based downside protection to Nasdaq 100 exposure
- CSTK offers a contrarian value approach focusing on price-to-value discrepancies
- IMF provides managed futures exposure with potential for low correlation to traditional markets during volatility
These launches reflect the broader industry evolution where the line between passive and active strategies continues to blur. Invesco characterizes these as "primarily rules-based with an added element of human judgment" – effectively positioning them as enhanced versions of their existing smart beta offerings.
While Invesco isn't first-to-market with active ETFs, the company is wisely extending its established active management capabilities into the increasingly popular ETF structure. This product expansion demonstrates Invesco's responsiveness to changing investor preferences for greater flexibility in investment vehicles.
From a business perspective, this represents an incremental evolution rather than a transformative change to Invesco's model. Without details on fee structures or asset gathering projections, it's difficult to assess specific revenue implications, though active strategies typically command higher fees than passive offerings.
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?
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Why is Invesco (IVZ) launching these new active ETFs?
