Core Viewpoint - The S&P 500 index has shown volatility in February, slipping below its 50-day moving average and ending the week with a loss of -0.4%, now 1.43% off its all-time high from January 27, 2026 [1] Group 1: S&P 500 Performance - The S&P 500 experienced its seventh cross of the 50-day moving average in February [1] - The index closed at a loss of -0.4% for the week, indicating a downward trend [1] - Historical context shows that the S&P 500 reached an all-time high of 1565.15 on October 9, 2007, before experiencing a significant drop of approximately 57% during the Global Financial Crisis [1] Group 2: Volatility Insights - The S&P 500 has been below the 50-day moving average since February 27, while remaining above the 200-day moving average since May 12 [1] - The index experienced its largest intraday price volatility of 10.77% on April 9, 2025, since December 24, 2018 [1] - The average percent change from intraday low to high over the past 20 days is 1.22%, indicating ongoing volatility [1] Group 3: Index Comparisons - The S&P 500 is up 0.49% year to date, while the S&P Equal Weight Index has outperformed with a gain of 6.78% year to date [1] - The S&P 500 is a market cap-weighted index, while the S&P Equal Weight Index gives equal weight to each constituent [1]

Cybersecurity Stocks Can Rebound From Claude FearsIt seems like hardly a day goes by without Anthropic's Claude artificial intelligence (AI) tool disrupting some corner of the technology sector, causing share price declines in the process. Last week's "victim†was the cybersecurity industry. Shares of some of the most prominent names in the space, including those residing in the [Invesco QQQ Trust (QQQ)] and the [Invesco NASDAQ 100 ETF (QQQM)], were punished on news that Anthropic's vulnerability- scanning t ...

Peter Mallouk, the billionaire CEO of wealth management firm Creative Planning, says AI isn't like any past technology cycle — it's far more transformational, and that calls for investors to take action in their portfolios. Mallouk told Business Insider that he's convinced AI is more impactful than other technological advancements by a long-shot, and the change it creates will likely be permanent. "I think it's more than the internet, where the internet made everybody more efficient, or Microsoft with all t ...

ATLANTA, Feb. 26, 2026 /PRNewswire/ -- Invesco Ltd., a leading global asset management firm, today announced the launch of the Invesco Core Plus Real Estate Trust, a collective investment trust (CIT) exclusively designed to provide defined contribution (DC) plans access to private real estate through a daily valued structure purpose-built for retirement portfolios."Private market strategies have gained attention among retirement plan sponsors and participants in recent years," said Greg Jenkins, Managing Di ...

Core Viewpoint - Invesco Ltd. has launched four new fixed income ETFs to enhance its existing lineup, addressing current investment challenges such as interest rate uncertainty and the need for diversified income [1] Group 1: New ETF Launches - The newly launched ETFs include: Invesco U.S. Hybrid Bond ETF (HBRD), Invesco MSCI Treasury Duration Rotation ETF (TROT), Invesco Agency MBS ETF (IMTG), and Invesco Flexible Income ETF (FLXI) [1] - These ETFs are designed to provide investors with practical solutions for accessing duration, diversifying income, and managing risk in changing market conditions [1] Group 2: Investment Strategies - IMTG is an actively managed ETF focusing on high-quality income through agency mortgage-backed securities, emphasizing liquidity and risk management [1] - FLXI employs a global, multisector bond strategy to offer diversified income with moderate volatility [1] - HBRD is a passively managed ETF that tracks the ICE USD Developed Markets Corporate Ex-Banks Hybrid Bond 4.65% Constrained Index, aiming for differentiated income potential [1] - TROT tracks the MSCI U.S. Treasury Duration Rotation Select Bond Index, designed to help investors navigate shifting interest rate environments [1] Group 3: Invesco's Expertise - Invesco's fixed income team consists of 182 members with an average of 18 years of industry experience, overseeing a wide range of portfolios [1] - The firm has nearly two decades of experience in offering fixed income ETFs, with many having track records exceeding five years [1] - Invesco manages over $500 billion in assets across various investment vehicles, reinforcing its capability in the fixed income market [1]

ETF Wins?[Vandita Jadeja | Jun 25, 2025 at 12:45 PM EDT Passive income investors like me are always on the lookout for different ways to generate extra income. If you can…]## Monthly Dividend ETFs Investors Should Load Up On[Vandita Jadeja | Dec 4, 2025 at 11:34 AM EST The world of exchange-traded funds (ETFs) is vast and ever-expanding. With several options to choose from, it can become overwhelming…]## 6 ETFs That Do What SCHD Does — But Better[Javier Simon | Feb 2, 2026 at 8:28 AM EST The Schwab U.S. Div ...

Table of Contents TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K (Mark One) ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 OR ☐ transition period from to Commission file number 001-13908 Invesco Ltd. (Exact Name of Registrant as Specified in Its Charter) (State or Other Jurisdiction of Incorpora ...

Retirees Should Know Why The High Yield Small Cap ETF XSHD Cut Payouts 28% - 24/7 Wall St.[S&P 5006,882.50 +0.51%][Dow Jones49,223.20 +0.76%][Nasdaq 10024,971.00 +0.92%][Russell 20002,658.72 +1.15%][FTSE 10010,713.00 +0.28%][Nikkei 22557,920.30 +1.97%][Stock Market Live February 24, 2026: S&P 500 (SPY) Rebounding from Monday Disaster][Investing]# Retirees Should Know Why The High Yield Small Cap ETF XSHD Cut Payouts 28%### Quick ReadInvesco's SmallCap High Dividend ETF (XSHD) cut distributions 28% by mid-20 ...

2026 年 02 月 24 日 商品相关产品发行较多 ——海外创新产品周报 20260224 相关研究 证券分析师 沈思逸 A0230521070001 shensy@swsresearch.com 邓虎 A0230520070003 denghu@swsresearch.com 联系人 沈思逸 A0230521070001 shensy@swsresearch.com 权 益 量 化 研 究 证 券 研 究 报 告 请务必仔细阅读正文之后的各项信息披露与声明 本研究报告仅通过邮件提供给 博时基金 博时基金管理有限公司(researchreport@bosera.com) 使用。1 ETP 研 究 - | 目录 | | | | | --- | --- | --- | --- | | 1. | 美国 | ETF | 创新产品：商品相关产品发行较多 4 | | 2. 美国 | | ETF | 动态 5 | | 2.1 | 美国 ETF | | 资金：资金流入较为平稳 5 | | 2.2 | 美国 ETF | | 表现：能源板块表现领先 7 | | | | 3．近期美国普通公募基金资金流向 | 8 | | | | ...

随着市场对软件行业前景的担忧从股市蔓延至信贷市场，交易员正通过创纪录的看跌期权押注，大举做 空持有大量软件公司贷款的ETF。 美股期权市场的交易员正在大举买入Invesco优先贷款ETF（代码BKLN）的看跌期权。 这只基金追踪杠杆贷款指数，而这背后的核心逻辑在于其持仓结构——根据海纳国际集团的数据，该基 金约有18%的敞口是对软件公司的贷款，其中包括迈克菲 (McAfee)和Proofpoint等知名软件商。 在过去三周内，针对该ETF的看空押注急剧升温。数据显示，看跌期权合约总数已超过40万份（相当于 4000万股），推动看跌期权的未平仓合约量达到自2023年以来的最高水平。 做空押注指数创去年4月新低 周一的市场交易细节进一步印证了投资者的悲观预期。 一位投资者买入了3万份4月到期、行权价为20美元的BKLN看跌期权。根据测算，如果该基金下跌 3.5%，跌破2025年4月的最低水平，这笔交易即可保本。 紧随其后的是更为激进的押注：又有5万份看跌期权成交，押注该ETF在7月中旬前将出现同样幅度的下 跌。 更令人担忧的是，该ETF已连续四周遭遇资金外流，流出总额接近10亿美元。 周一的交易很可能会进一步推高 ...