INVESCO S&P US TOT MKT ESG TILT IND CAD HEDGEDINVESCO S&P US TOT MKT ESG TILT IND CAD HEDGEDINVESCO S&P US TOT MKT ESG TILT IND CAD HEDGED

INVESCO S&P US TOT MKT ESG TILT IND CAD HEDGED

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Key stats


Assets under management (AUM)
‪2.14 M‬CAD
Fund flows (1Y)
‪−5.68 M‬CAD
Dividend yield (indicated)
1.29%
Discount/Premium to NAV
−0.1%
Shares outstanding
‪85.00 K‬
Expense ratio
0.21%

About INVESCO S&P US TOT MKT ESG TILT IND CAD HEDGED


Brand
Invesco
Home page
Inception date
Jan 20, 2022
Structure
Canadian Mutual Fund Corporation (ON)
Index tracked
S&P Composite 1500 ESG Tilted Index - CAD - Benchmark TR Net
Management style
Passive
Dividend treatment
Distributes
Primary advisor
Invesco Canada Ltd.
The fund provides exposure to US stocks of any size that meet specific ESG criteria. The fund excludes stocks from the S&P Composite 1500 Index, the parent index, that are involved in specific business activities, relevant ESG controversies, and against the principles of the United Nations Global Compact. Using a transparent, rules-based weighting system, the fund uses S&P DJI ESG Scores to overweight or underweight companies while maintaining similar overall industry or sector weights relative to the parent index. The index employs scaling factors that provide magnitudes of tilting that effectively controls how companies are overweighted or underweighted. The index rebalances on the last business day of April each year with quarterly updates to coincide with its parent index.

Classification


Asset Class
Equity
Category
Size and style
Focus
Total market
Niche
Broad-based
Strategy
ESG
Geography
U.S.
Weighting scheme
Principles-based
Selection criteria
Principles-based
What's in the fund
Exposure type
StocksBonds, Cash & Other
Technology Services
Electronic Technology
Finance
Stock breakdown by region
96%3%0%
Top 10 holdings
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.

Broaden your horizons with more funds linked to IUTE via country, focus, and more.

Frequently Asked Questions


An exchange-traded fund (ETF) is a collection of assets (stocks, bonds, commodities, etc.) that track an underlying index and can be bought on an exchange like individual stocks.
IUTE trades at 25.00 CAD today, its price has risen 0.97% in the past 24 hours. Track more dynamics on IUTE price chart.
IUTE net asset value is 24.98 today — it's fallen 1.42% over the past month. NAV represents the total value of the fund's assets less liabilities and serves as a gauge of the fund's performance.
IUTE assets under management is ‪2.14 M‬ CAD. AUM is an important metric as it reflects the fund's size and can serve as a gauge of how successful the fund is in attracting investors, which, in its turn, can influence decision-making.
IUTE price has risen by 14.84% over the last month, and its yearly performance shows a 7.11% increase. See more dynamics on IUTE price chart.
NAV returns, another gauge of an ETF dynamics, have risen by −1.42% over the last month, have fallen by −1.42% over the last month, showed a 1.28% increase in three-month performance and has increased by 38.04% in a year.
IUTE fund flows account for ‪−5.68 M‬ CAD (1 year). Many traders use this metric to get insight into investors' sentiment and evaluate whether it's time to buy or sell the fund.
Since ETFs work like an individual stock, they can be bought and sold on exchanges (e.g. NASDAQ, NYSE, EURONEXT). As it happens with stocks, you need to select a brokerage to access trading. Explore our list of available brokers to find the one to help execute your strategies. Don't forget to do your research before getting to trading. Explore ETFs metrics in our ETF screener to find a reliable opportunity.
IUTE invests in stocks. See more details in our Analysis section.
IUTE expense ratio is 0.21%. It's an important metric for helping traders understand the fund's operating costs relative to assets and how expensive it would be to hold the fund.
No, IUTE isn't leveraged, meaning it doesn't use borrowings or financial derivatives to magnify the performance of the underlying assets or index it follows.
In some ways, ETFs are safe investments, but in a broader sense, they're not safer than any other asset, so it's crucial to analyze a fund before investing. But if your research gives a vague answer, you can always refer to technical analysis.
Today, IUTE technical analysis shows the neutral rating and its 1-week rating is neutral. Since market conditions are prone to changes, it's worth looking a bit further into the future — according to the 1-month rating IUTE shows the buy signal. See more of IUTE technicals for a more comprehensive analysis.
Yes, IUTE pays dividends to its holders with the dividend yield of 1.29%.
IUTE trades at a premium (0.06%).
Premium/discount to NAV expresses the difference between the ETF’s price and its NAV value. A positive percentage indicates a premium, meaning the ETF trades at a higher price than the calculated NAV. Conversely, a negative percentage indicates a discount, suggesting the ETF trades at a lower price than NAV.
IUTE shares are issued by Invesco Ltd.
IUTE follows the S&P Composite 1500 ESG Tilted Index - CAD - Benchmark TR Net. ETFs usually track some benchmark seeking to replicate its performance and guide asset selection and objectives.
The fund started trading on Jan 20, 2022.
The fund's management style is passive, meaning it's aiming to replicate the performance of the underlying index by holding assets in the same proportions as the index. The goal is to match the index's returns.