Invesco KBW High Dividend Yield Financial ETFKBWD
KBWD
0
Funds holding %
of 6,823 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
1% more funds holding
Funds holding: 72 [Q2] → 73 (+1) [Q3]
1% less capital invested
Capital invested by funds: $77.7M [Q2] → $76.7M (-$954K) [Q3]
1.39% less ownership
Funds ownership: 20.94% [Q2] → 19.54% (-1.39%) [Q3]
13% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 24
84% less call options, than puts
Call options by funds: $23K | Put options by funds: $142K
Research analyst outlook
We haven’t received any recent analyst ratings for KBWD.
Financial journalist opinion
Positive
Seeking Alpha
3 weeks 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 weeks 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
1 month 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
1 month 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
2 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
2 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.
Neutral
Seeking Alpha
3 months ago
Can Dividends-Satisfy The Rising Demand For Yield?
Global dividends hit a record high in 2024, with $606.1 billion paid in Q2 alone, as tech giants like Meta and Alibaba entered the dividend-paying market. Equity yields remain low compared to bonds, with the FTSE All-World index yielding 1.86% in September 2024, while the FTSE World Government Bond index yield to maturity stood at 3.03%. Dividend-focused strategies can enhance income potential in equity portfolios by prioritising high-dividend-paying sectors and reducing risks of dividend cuts.
Neutral
Seeking Alpha
3 months ago
KBWD: Good Defense Against A Potential Bear Market
Invesco KBW High Dividend Yield Financial ETF offers a diversified portfolio of financial and real estate stocks with well-covered dividends, making it suitable for income-oriented investors. The ETF's active management focuses on preserving capital and selecting high-dividend stocks with tolerable risk, rebalancing quarterly to ensure resilience in tough economic environments. Top holdings like Trinity Capital, AGNC Investment, and FS KKR Capital are value picks with strong growth prospects, positioned to withstand economic volatility.
Neutral
Zacks Investment Research
3 months ago
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.
Neutral
Zacks Investment Research
4 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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