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Sunday, August 23, 2026The Morning Brief →Sign in
IGPTINVESCO DYNAMIC SOFTWARE ETF

INVESCO DYNAMIC SOFTWARE ETF

$91.87+0.16% today
5010852-WK
Price & daily flows
95.779.362.891.87DAILY NET FLOWAug 22Dec 19Apr 21Aug 21

SOURCE: MARKET TAPE & DAILY CREATION/REDEMPTION RECORDS · 1Y SHOWN · NET +$263M OVER THIS RANGE

The desk’s read

Money keeps arriving — +$360K of net buying over the past month, while the price has returned +50.6% so far this year.

COMPOSED FROM THE FUND’S OWN DAILY RECORDS · UPDATED WITH EACH REFRESH

$1.2Bassets under management
expense ratio
+$360Knet flow, trailing month
186Kavg daily volume, 30 days
0holdings · US-domiciled
2024listed March 6, 2024 · beta 2.29
The book at a glance
NVDA-1.0%MU-0.8%AMD+0.8%META+0.7%GOOGL+1.2%SNDK-0.3%INTC-2.2%MRVL-5.6%STX-0.0%WDC-2.0%ISRG+1.2%QCOM+0.0%SNOW+3.6%ADBE+1.1%EQIX-1.6%CDNS+1.7%SNPS-0.0%ADSK+1.1%ALABHPEEMR+1.6%AME

CELL SIZE IS PORTFOLIO WEIGHT · COLOR IS TODAY’S MOVE · TOP 40 POSITIONS

HoldingsDownload CSV
#HoldingWeightPriceDay52-wk
1NVDANVIDIA8.89%$214.72-1.0%
2MUMICRON TECHNOLOGY8.21%$966.78-0.8%
3AMDADVANCED MICRO DEVICES8.07%$473.25+0.8%
4METAMETA8.06%$549.90+0.7%
5GOOGLALPHABET8.00%$344.82+1.2%
6SNDKSandisk Corporation 3.81%$1596.08-0.3%
7INTCINTEL3.72%$90.07-2.2%
8MRVLMARVELL TECHNOLOGY3.53%$237.04-5.6%
9STXSEAGATE TECHNOLOGY HOLDINGS3.06%$850.00-0.0%
10WDCWESTERN DIGITAL2.60%$459.44-2.0%
11ISRGINTUITIVE SURGICAL2.13%$378.81+1.2%
12QCOMQUALCOMM2.13%$160.75+0.0%
13SNOWSNOWFLAKE1.79%$332.78+3.6%
14ADBEADOBE1.77%$275.30+1.1%
15EQIXEQUINIX1.73%$1065.39-1.6%

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Sector weights
Technology67.55%
Communication Services19.17%
Healthcare5.85%
Real Estate4.9%
Industrials2.52%
PORTFOLIO COMPOSITION, LATEST DISCLOSURE
Country weights
United States86.05%
Japan4.15%
Korea (the Republic of)2.96%
Taiwan (Province of China)1.38%
United Kingdom1.11%
Ireland0.91%
France0.9%
Other0.9%
PORTFOLIO COMPOSITION, LATEST DISCLOSURE
Performance
1 week-4.4%
1 month+0.1%
3 months+0.1%
6 months+45.8%
YTD+50.6%
1 year+81.3%
3 years

PRICE RETURN, DISTRIBUTIONS NOT REINVESTED

Net flows
1 week+$21M
1 month+$360K
3 months+$136M
YTD+$255M
1 year+$263M

CREATION/REDEMPTION DOLLARS, DAILY RECORDS

Monthly net flows
JunJulAugSepOctFebMarAprMayJunJulAug
DAILY CREATION/REDEMPTION RECORDS, TRAILING TWELVE MONTHS
The risk read
44%realized volatility, 30 days (annualized)
38%realized volatility, 1 year
-24.7%deepest fall from a peak, 1 year
-15.0%where it sits vs. that peak today

The top holding is 8.9% of the book; the top ten carry 59%. Spread across 102+ names, it behaves like roughly 22 equally-weighted positions.

VOLATILITY & DRAWDOWN FROM THE DAILY TAPE · CONCENTRATION FROM THE LATEST DISCLOSED BOOK

Options tape
10calls today
puts today
put/call ratio
54Kshares traded
Most-traded holdings, options premiumBullishBearish
MU MICRON TECHNOLOGY$562M$679M
MSTR MICROSTRATEGY$593M$571M
NVDA NVIDIA$348M$395M
SNDK Sandisk Corporation $357M$331M
AMD ADVANCED MICRO DEVICES$201M$188M

TODAY’S OPTIONS PREMIUM IN THE FUND’S UNDERLYING NAMES

InstrumentsHarvest substitutesTrade cost at $1MClient tearsheetStress this fund
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