Invesco KBW High Dividend Yield Financial ETF
KBWD

$15.28

1.55%

Market Cap: $391M

0

Funds holding %

of 6,728 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

6% more funds holding

Funds holding: 66 [Q1] → 70 (+4) [Q2]

4.83% less ownership

Funds ownership: 22.14% [Q1] → 17.31% (-4.83%) [Q2]

23% less capital invested

Capital invested by funds: $83.8M [Q1] → $64.2M (-$19.5M) [Q2]

44% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 27

62% less call options, than puts

Call options by funds: $125K | Put options by funds: $325K

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Research analyst outlook

We haven’t received any recent analyst ratings for KBWD.

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Financial journalist opinion

Zacks Investment Research

Is Invesco KBW High Dividend Yield Financial ETF (KBWD) a Strong ETF Right Now?

Designed to provide broad exposure to the Financials ETFs category of the market, the Invesco KBW High Dividend Yield Financial ETF (KBWD) is a smart beta exchange traded fund launched on 12/02/2010.

Is Invesco KBW High Dividend Yield Financial ETF (KBWD) a Strong ETF Right Now?

Zacks Investment Research

Should You Invest in the Invesco KBW High Dividend Yield Financial ETF (KBWD)?

The Invesco KBW High Dividend Yield Financial ETF (KBWD) was launched on 12/02/2010, and is a passively managed exchange traded fund designed to offer broad exposure to the Financials - Broad segment of the equity market.

Should You Invest in the Invesco KBW High Dividend Yield Financial ETF (KBWD)?

KBWD: High Yield, High Fee, Low Valuation With 'Less Bad' Momentum

Regional banks and REITs have underperformed the S&P 500 in the past 18 months. KBWD ETF, focused on high dividend yield financials, is now upgraded from sell to hold due to low valuations and technical improvements. KBWD is concentrated in financials and real estate, with potential for a rebound but not recommended for long-term holding due to the high expense ratio.

KBWD: High Yield, High Fee, Low Valuation With 'Less Bad' Momentum

Zacks Investment Research

Is Invesco KBW High Dividend Yield Financial ETF (KBWD) a Strong ETF Right Now?

A smart beta exchange traded fund, the Invesco KBW High Dividend Yield Financial ETF (KBWD) debuted on 12/02/2010, and offers broad exposure to the Financials ETFs category of the market.

Is Invesco KBW High Dividend Yield Financial ETF (KBWD) a Strong ETF Right Now?

Zacks Investment Research

Should You Invest in the Invesco KBW High Dividend Yield Financial ETF (KBWD)?

Looking for broad exposure to the Financials - Broad segment of the equity market? You should consider the Invesco KBW High Dividend Yield Financial ETF (KBWD), a passively managed exchange traded fund launched on 12/02/2010.

Should You Invest in the Invesco KBW High Dividend Yield Financial ETF (KBWD)?

Zacks Investment Research

Is Invesco KBW High Dividend Yield Financial ETF (KBWD) a Strong ETF Right Now?

The Invesco KBW High Dividend Yield Financial ETF (KBWD) was launched on 12/02/2010, and is a smart beta exchange traded fund designed to offer broad exposure to the Financials ETFs category of the market.

Is Invesco KBW High Dividend Yield Financial ETF (KBWD) a Strong ETF Right Now?

Equity Income Investing Redux

The last 12 months have been difficult for equity income investors. The top 20% of dividend-paying stocks in the S&P 500 Index have returned 13.5% in the 12 months through March.

Equity Income Investing Redux

KBWD: Too Many Red Flags For This 11% Yield

Invesco KBW High Dividend Yield Financial ETF (KBWD) holds 40 stocks of high yield financial companies. The fund invests mostly in small and micro caps, with the heaviest industries being mortgage REITs and capital markets. KBWD data point to at least four red flags: expense ratio, historical volatility, capital decay, and long-term distribution decay.

KBWD: Too Many Red Flags For This 11% Yield

Zacks Investment Research

Should You Invest in the Invesco KBW High Dividend Yield Financial ETF (KBWD)?

If you're interested in broad exposure to the Financials - Broad segment of the equity market, look no further than the Invesco KBW High Dividend Yield Financial ETF (KBWD), a passively managed exchange traded fund launched on 12/02/2010.

Should You Invest in the Invesco KBW High Dividend Yield Financial ETF (KBWD)?

Very Good News For Dividend Stocks

Dividend stocks, including REITs and utilities, have underperformed in recent years. Rising interest rates and increasing costs of capital have contributed to the underperformance. The beginnings of a strong dividend stock rally may have just begun on the back of some very good news.

Very Good News For Dividend Stocks

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