Invesco KBW Premium Yield Equity REIT ETFKBWY
KBWY
0
Funds holding %
of 6,823 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
67% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 6
34% more capital invested
Capital invested by funds: $33.8M [Q2] → $45.5M (+$11.7M) [Q3]
9% more funds holding
Funds holding: 43 [Q2] → 47 (+4) [Q3]
9% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 11
0.59% more ownership
Funds ownership: 17.56% [Q2] → 18.15% (+0.59%) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for KBWY.
Financial journalist opinion
Based on 8 articles about KBWY published over the past 30 days
Neutral
Seeking Alpha
1 day ago
The State Of REITs: January 2025 Edition
The REIT sector took a beating in December with an average total return of -6.85% but still finished in the black for full year 2024 (+3.70%). Small cap (-5.98%) and mid cap REITs (-6.62%) outperformed large caps (-7.43%) and micro caps (-8.63%) in December. Only 9.68% of REIT securities had a positive total return in December. 55.63% had a positive total return for all of 2024.
Neutral
Zacks Investment Research
3 days ago
Is Invesco KBW Premium Yield Equity REIT ETF (KBWY) a Strong ETF Right Now?
A smart beta exchange traded fund, the Invesco KBW Premium Yield Equity REIT ETF (KBWY) debuted on 12/02/2010, and offers broad exposure to the Real Estate ETFs category of the market.
Neutral
Seeking Alpha
4 days ago
The End Of An Era
U.S. equity and bond markets posted their best week since the November election, as benchmark interest rates tumbled after inflation data showed surprisingly muted pressures in December. Closing the books on the Biden era, the Trump Administration assumes the reins next week of a U.S. economy that has seemingly "held it together" through a myriad of headwinds. The worst four years of inflation and the first decline in "real" consumer incomes since the late 1970s paradoxically coincided with a robust period of job growth and historically low unemployment.
Neutral
Seeking Alpha
1 week ago
Fire And Ice
US equity markets tumbled this week while benchmark interest rates surged to the cusp of multi-decade highs after a critical slate of employment data showed surprisingly buoyant labor market trends. Prompting a hawkish re-think of Fed policy expectations, inflation worries were further inflamed by surging energy prices amid frigid temperatures across the Central and East, while L.A. battled destructive wildfires. Real estate equities - the most rate-sensitive sector - were significant laggards this week as rate cut expectations soured, with REITs extending their year-end slide into early 2025.
Negative
Seeking Alpha
2 weeks ago
REITs Say 'Good Riddance' To 2024
U.S. equity markets sputtered in a choppy final week of 2024 as investors returned from the holidays with trepidation following the best two-year run for the S&P 500 since 1997-1998. The S&P 500 finished lower by 0.5% on the week, requiring a late-week rebound to pare steep declines following a historically ugly stretch of losses in the Christmas-to-New-Year period. Treasury yields posted a weekly decline for the first time in a month, pressured by a relatively weak slate of economic data, including soft PMI employment metrics and mortgage demand.
Positive
Seeking Alpha
3 weeks ago
KBWY: The 8.80% Dividend Yield May Start Growing Again In 2025
Invesco KBW Premium Yield Equity REIT ETF primarily invests in small capitalization US REITs that offer high dividend yields. Elevated exposure to floating rate debt led to small-cap REITs frontloading the effect of Fed rate hikes in 2022–2023, resulting in lower shareholder payouts. Thanks to Fed rate cuts, the process will go into reverse, with the first tangible results set to be seen with Q4 2024 reports.
Negative
Seeking Alpha
3 weeks ago
REITs Remain On Naughty List
U.S. equity markets rebounded after their worst week since November, while interest rates swelled to fresh seven-month highs as investors parsed data showing relatively strong retail and travel demand trends. Recovering from a slide of over 2% last week, the S&P 500 advanced 0.7%, lifting its year-to-date gains to over 26%. The Nasdaq 100 extended its 2024 gains to 28%. Real estate equities underperformed again following punishing declines last week on the heels of the Fed's hawkish pivot, and remain significant laggards for a second-straight year with muted 4% gains.
Positive
Seeking Alpha
4 weeks ago
The State Of REITs: December 2024 Edition
The REIT sector bounced back from a rough October with a strong +3.19% average total return in November. Small cap (+4.19%), mid cap (+3.70%), and large cap (+3.39%) REITs averaged gains in November, while micro caps (-0.81%) finished the month in the red. 74.19% of REIT securities had a positive total return in November.
Negative
Seeking Alpha
1 month ago
Powell Plays Grinch
U.S. equity markets tumbled this week while benchmark interest rates jumped to six-month highs after the Fed cut rates for a third-straight meeting but indicated a less-dovish outlook for 2025. Reflecting concern over stubbornly sticky inflation and buoyant economic growth, the FOMC's updated Economic Projections indicate just two rate cuts in 2025, down from four in the prior forecast. Posting its worst week since November, the S&P 500 dipped 2.2%. The Dow shed roughly 1,000 points, while the Small-Cap 600 and the Mid-Cap 400 each tumbled by nearly 5%.
Negative
Seeking Alpha
1 month ago
Very Bad News For REITs
Trump's election victory is bad news for many REITs. His policies are perceived to be inflationary. As a result, interest rates may remain higher for longer.
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