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Sunday, August 23, 2026The Morning Brief →Sign in

Invesco Investment Grade Defensive ETF

$24.37-0.06% today
242552-WK

The fund generally will invest at least 80% of its total assets in securities that comprise the underlying index. The underlying index is designed to provide exposure to U.S. investment grade bonds having the highest "quality scores" (within the eligible universe of U.S. investment grade bonds) as determined by the index provider.

Price & daily flows
24.824.624.424.37DAILY NET FLOWAug 22Dec 19Apr 21Aug 21

SOURCE: MARKET TAPE & DAILY CREATION/REDEMPTION RECORDS · 1Y SHOWN · NET +$150K OVER THIS RANGE

The desk’s read

Flows are quiet — the past month netted out near zero, while the price has returned -1.9% so far this year. At 0.13% a year it is not the cheapest way in — IJH runs the same ground at 0.05%.

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

$27Massets under management
0.13%expense ratio · $13 per $10,000 a year
net flow, trailing month
3Kavg daily volume, 30 days
151holdings · US-domiciled
2018listed July 24, 2018 · beta 0.08
The book at a glance
0.7%0.7%0.7%0.7%0.7%0.7%0.7%0.7%0.7%0.7%0.7%0.7%0.7%0.7%0.7%0.7%0.7%0.7%0.7%0.7%0.7%0.7%0.7%0.7%0.7%0.7%0.7%0.7%0.7%0.7%0.7%0.7%0.7%0.7%0.7%0.7%0.7%0.7%0.7%0.7%

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

HoldingsDownload CSV
#HoldingWeightPriceDay52-wk
1Momentive Performance Materials Inc0.75%
2State Street Corp0.72%
3PARKER-HA 3.25% 06/14/290.72%
4Truist Bank0.72%
5HOME DEPO 2.95% 06/15/290.72%
6RGA Global Funding0.72%
7ARCHER DANIELS MIDLAND CO0.72%
8PRICOA GLOBAL FUNDING 1 SECURED 144A 05/30 4.70.71%
9HALLIBURT 2.92% 03/01/300.71%
10MassMutual Global Funding II0.71%
11Altria Group Inc0.71%
12REGIONS FINANCIAL CORP 1.8 8/12/20280.71%
13CADENCE DESIGN SYS INC 4.30%, due 09/10/20290.70%
14Norfolk Southern Corp0.70%
15Entergy Texas Inc0.70%

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Sector weights
Cash & Others100%
Other100%
Corporate99.16%
Industrial49.67%
Financial46.25%
Utility3.08%
Corporate-Other0.99%
Miscellaneous0.7%
Mutual fund0.14%
PORTFOLIO COMPOSITION, LATEST DISCLOSURE
Performance
1 week-0.1%
1 month+0.6%
3 months-0.2%
6 months-2.4%
YTD-1.9%
1 year-1.6%
3 years

PRICE RETURN, DISTRIBUTIONS NOT REINVESTED

Net flows
1 week
1 month
3 months−$4M
YTD−$4M
1 year+$150K

CREATION/REDEMPTION DOLLARS, DAILY RECORDS

Monthly net flows
JunJulAugSepOctFebMarAprMayJunJulAug
DAILY CREATION/REDEMPTION RECORDS, TRAILING TWELVE MONTHS
The risk read
2%realized volatility, 30 days (annualized)
3%realized volatility, 1 year
-3.0%deepest fall from a peak, 1 year
-2.5%where it sits vs. that peak today

The top holding is 0.7% of the book; the top ten carry 7%. Spread across 167+ names, it behaves like roughly 163 equally-weighted positions.

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

InstrumentsHarvest substitutesTrade cost at $1MClient tearsheetStress this fund
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