Invesco KBW High Dividend Yield Financial ETFKBWD
KBWD
0
Funds holding %
of 7,407 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
404% more capital invested
Capital invested by funds: $76.8M [Q3] → $387M (+$310M) [Q4]
100% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 7
16% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 25
7% more funds holding
Funds holding: 74 [Q3] → 79 (+5) [Q4]
2.53% more ownership
Funds ownership: 19.53% [Q3] → 22.06% (+2.53%) [Q4]
0% more funds holding in top 10
Funds holding in top 10: 1 [Q3] → 1 (+0) [Q4]
96% less call options, than puts
Call options by funds: $18K | Put options by funds: $487K
Research analyst outlook
We haven’t received any recent analyst ratings for KBWD.
Financial journalist opinion
Negative
Seeking Alpha
1 week ago
KBWD: Poor Dividend History And Declining NAV
Invesco KBW High Dividend Yield Financial ETF (KBWD) offers a high dividend yield of 13.8%, but has faced significant price declines and poor long-term performance. The ETF's heavy exposure to Mortgage REITs and Business Development Companies makes it sensitive to interest rate changes, negatively impacting its price and earnings. KBWD has struggled to generate sufficient earnings to cover distributions since 2021, leading to a declining NAV and lower dividend payouts over time.
Neutral
Zacks Investment Research
1 week ago
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.
Neutral
Zacks Investment Research
1 month ago
Is Invesco KBW High Dividend Yield Financial ETF (KBWD) a Strong ETF Right Now?
Making its debut on 12/02/2010, smart beta exchange traded fund Invesco KBW High Dividend Yield Financial ETF (KBWD) provides investors broad exposure to the Financials ETFs category of the market.
Neutral
Zacks Investment Research
2 months ago
Should You Invest in the Invesco KBW High Dividend Yield Financial ETF (KBWD)?
Launched on 12/02/2010, the Invesco KBW High Dividend Yield Financial ETF (KBWD) is a passively managed exchange traded fund designed to provide a broad exposure to the Financials - Broad segment of the equity market.
Positive
Seeking Alpha
3 months ago
KBWD: Watching Treasury Rates For BDC And REIT Clues
The high dividend yield factor underperformed the S&P 500 in 2024, with small-cap value and Real Estate under significant pressure. KBWD's valuation remains solid, but its relative strength is lackluster, leading to a hold rating for 2025. The ETF's high expense ratio and tax implications are concerns, despite a 12.5% yield that may attract income investors.
Neutral
Zacks Investment Research
3 months ago
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.
Neutral
Seeking Alpha
4 months ago
The Many Choices Of U.S. Dividend ETFs
VIG offers exposure to dividend-paying large-cap US companies that exhibit growth characteristics. SCHD offers exposure to dividend-paying U.S. equities, making SCHD a potentially useful tool for either enhancing current returns derived from the equity portion of a portfolio or for scaling back risk exposure within a portfolio. DVY can be used as a long-term strategic holding as its 100 stock portfolio is well balanced from a sector perspective.
Neutral
Zacks Investment Research
4 months ago
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.
Positive
Zacks Investment Research
5 months ago
Seeking 5% Yields? Buy These ETFs
If you fear a stock slump and low bond yields, buy these ETFs to earn solid current income and enjoy capital appreciation.
Neutral
Zacks Investment Research
5 months ago
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.
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