(EFAA) Invesco Actively Managed - Ratings and Ratios

The Invesco Actively Managed Exchange-Traded Fund Trust (EFAA) aims to generate returns by combining equity investments with an options-based income strategy. The fund primarily invests in a diversified portfolio of equity securities, including depositary receipts, and U.S.-listed ETFs that track the performance of the MSCI EAFE Index. The MSCI EAFE Index is widely recognized as a benchmark for developed markets outside the U.S. and Canada, covering 21 developed markets. Additionally, the fund employs an options-based income strategy through equity-linked notes (ELNs) linked to either the MSCI EAFE Index or ETFs tracking the index. This approach seeks to enhance returns while managing risk. The fund is non-diversified, meaning it may concentrate its investments in a smaller number of securities, which can increase volatility.

From a technical perspective, EFAA has shown a bullish trend over the past 20 days, with its SMA 20 (48.67) rising above its SMA 50 (47.50) and SMA 200 (47.44). This suggests short-term momentum is building. The average trading volume over the last 20 days is 19,346 shares, indicating moderate liquidity. The ATR of 0.33 reflects relatively low volatility, suggesting stable price movements. The funds last price of 49.10 is slightly above its SMA 20, signaling potential upside. The AUM of $107.87 million underscores its moderate size, which can allow for efficient portfolio management without excessive market impact.

3-Month Forecast: Based on the provided data, EFAA is expected to maintain its upward trajectory in the short term. The bullish crossover of the SMA 20 above the SMA 50 and SMA 200 indicates positive momentum. The low ATR suggests that price fluctuations will remain contained, supporting a stable rise. The funds AUM of $107.87 million provides liquidity to navigate market conditions without significant slippage. Over the next three months, EFAA is projected to trade within a narrow range, with upside potential driven by its options-based income strategy and tracking performance of the MSCI EAFE Index.