4 min readBy Ron Koren ETF Insider
How does the NVQ ETF work?
The NVQ ETF is a specialized investment fund that focuses on a specific sector. This exchange-traded fund offers investors exposure to a range of companies in this sector.
The Invesco QQQ ETF (NVQ) is managed by Invesco Capital Management LLC, a renowned name in the asset management industry. NVQ is designed to track the performance of the NASDAQ-100 Index, which includes 100 of the largest non-financial companies listed on the NASDAQ stock exchange. Invesco Capital Management LLC employs a strategic approach to provide investors with exposure to leading technology and internet-related companies, making NVQ a popular choice for those seeking growth opportunities in the tech sector.
The NVQ Dividend ETF employs an actively-managed investment strategy, enhanced by artificial intelligence, to achieve its investment goals. The fund primarily invests in U.S.-listed companies with a market capitalization of at least $1 billion at the time of purchase. The AI-driven security selection process, powered by QRAFT Technologies, Inc., takes into account not only traditional value factors but also future intangible assets, potentially leading to outperformance. While dividends are not the fund's primary focus, its dividend distribution is influenced by the performance and dividend policies of its constituent companies. Investors may find NVQ suitable for both capital appreciation and some level of dividend returns, depending on the underlying portfolio composition.
Tracking the QRAFT AI Quantitative Investment System is the primary focus of the NVQ ETF. This actively-managed exchange-traded fund utilizes a value investing strategy enhanced by artificial intelligence. NVQ invests at least 80% of its net assets in U.S.-listed companies with a market capitalization of at least $1 billion, relying on QRAFT Technologies, Inc.'s proprietary AI security selection process. QRAFT AI analyzes data to identify companies with intrinsic values higher than their book values and selects the top 100 stocks for the fund's database. The fund expects to frequently adjust its portfolio to align with the QRAFT AI database, maintaining a non-diversified approach with a focus on maximizing risk-adjusted returns.
The correlation aspect of the QRAFT AI-Enhanced US Next Value ETF (NVQ) ETF is not readily available. However, understanding correlations is essential for investors seeking to analyze the behavior of NVQ in relation to other assets and market trends. For accurate correlation data and insights, investors can leverage our tool ETF Insider. Our web app provides in-depth and valuable data on correlations for various US ETFs, helping investors make informed decisions and identify opportunities for portfolio diversification and risk management.
The Invesco QRAFT AI-Enhanced U.S. Next Value ETF (NVQ) primarily focuses on the U.S. market, specifically targeting companies with a market capitalization of at least $1 billion. NVQ employs an artificial intelligence-driven value investing strategy, incorporating future intangible assets like research and development, marketing, and intellectual property, alongside traditional value factors. As of August 1, 2023, NVQ had a significant allocation to the Consumer Discretionary Sector, although its sector allocations may vary over time due to its AI-driven investment approach. It's important to note that NVQ is a non-diversified fund, and its strategy may result in concentrated sector exposures.
The exposure characteristic of the Qraft AI-Enhanced U.S. Large Cap ETF (NVQ) reflects its focus on an actively managed, artificial intelligence-driven investment strategy in the U.S. large-cap equity market. NVQ utilizes QRAFT AI, a proprietary artificial intelligence security selection process, to identify undervalued companies by considering future intangible assets alongside traditional value factors. While not sector-focused, NVQ's portfolio may exhibit significant sector concentrations based on its investment selection decisions.
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