Invesco KBW High Dividend Yield Financial ETFKBWD
KBWD
0
Funds holding %
of 7,327 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
45% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 20
0.32% more ownership
Funds ownership: 22.06% [Q4 2024] → 22.38% (+0.32%) [Q1 2025]
0% more funds holding in top 10
Funds holding in top 10: 1 [Q4 2024] → 1 (+0) [Q1 2025]
11% less funds holding
Funds holding: 79 [Q4 2024] → 70 (-9) [Q1 2025]
43% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 14
76% less capital invested
Capital invested by funds: $387M [Q4 2024] → $93.9M (-$293M) [Q1 2025]
96% less call options, than puts
Call options by funds: $66K | Put options by funds: $1.71M
Research analyst outlook
We haven’t received any recent analyst ratings for KBWD.
Financial journalist opinion
Based on 6 articles about KBWD published over the past 30 days
Positive
24/7 Wall Street
4 days ago
Seven High-Yielding ETFs to Help Keep Your Portfolio Safe
The Amplify CWP Enhanced Dividend Income ETF, for example, invests in large-cap companies with a strong history of dividend growth.
Positive
24/7 Wall Street
1 week ago
5 Safe High-Yield Monthly-Pay ETFs Retirees Love for Huge Passive Income
Many investors in 2025 need dependable passive income, and one outstanding way to achieve this is to invest in exchange-traded funds (ETFs).
Positive
24/7 Wall Street
2 weeks ago
8 of the Safest High-Yielding ETFs That Will Protect Your Portfolio
Are you ahead or behind on retirement? SmartAsset's free tool can match you with a financial advisor in minutes to help you answer that today.
Positive
24/7 Wall Street
3 weeks ago
3 Ultra-High-Yield ETFs Paying Over 10% to Buy Now
Not only do high yielding ETFs keep you well diversified, they'll also pay you handsomely just to hold the fund With an expense ratio of 0.48%, the REM ETF has a 30-day yield of just over 10.3%.
Neutral
Zacks Investment Research
3 weeks ago
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.
Positive
Seeking Alpha
3 weeks ago
KBWD: High-Yield, Not So High Performance
KBWD closely tracks the KBW Nasdaq Financial Sector Dividend Yield Index, offering high-yield but significant risk. The ETF's 12.6% yield is driven by mortgage REITs and BDCs, but this comes with high sector and interest rate sensitivity. A 2% expense ratio and price erosion from distributions limit total returns, with only 6% annualized performance since inception.
Neutral
Zacks Investment Research
1 month 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
2 months 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.
Negative
Seeking Alpha
3 months 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
3 months 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.
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