Invesco KBW Premium Yield Equity REIT ETFKBWY
KBWY
0
Funds holding %
of 7,323 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
1,300% more call options, than puts
Call options by funds: $210K | Put options by funds: $15K
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
2% more funds holding
Funds holding: 51 [Q4 2024] → 52 (+1) [Q1 2025]
0% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 16
2.65% less ownership
Funds ownership: 21.25% [Q4 2024] → 18.59% (-2.65%) [Q1 2025]
18% less capital invested
Capital invested by funds: $48.7M [Q4 2024] → $40.1M (-$8.58M) [Q1 2025]
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
Zacks Investment Research
12 hours ago
Is Invesco KBW Premium Yield Equity REIT ETF (KBWY) a Strong ETF Right Now?
Designed to provide broad exposure to the Real Estate ETFs category of the market, the Invesco KBW Premium Yield Equity REIT ETF (KBWY) is a smart beta exchange traded fund launched on 12/02/2010.
Negative
Seeking Alpha
2 days ago
KBWY: A High-Yield Is A Lure, Don't Be A Fish
KBWY's 9.63% dividend yield is misleading, masking deep problems in portfolio quality and sector concentration. The ETF is overexposed to struggling office and hotel REITs, with insufficient diversification and heavy small-cap risk. Valuation is unattractive, with an astronomical P/E ratio and poor historical performance compared to alternatives like XLRE and SCHH.
Positive
Seeking Alpha
1 week ago
Why Consider U.S. REITs Now?
Most US REITs make nearly 90% of their revenue domestically, compared to 72% for typical U.S. stocks. Healthcare, residential, and needs-based retail are less affected by trade disruptions, while office, lodging, and timber are more vulnerable. They're trading at a -2.79x earnings multiple discount to US stocks - one of the widest gaps in decades.
Positive
Seeking Alpha
1 week ago
Powell Pressured As Inflation Cools
U.S. equity markets climbed to fresh record-highs this week after a critical slate of inflation data showed that tariff-driven inflation remains muted, while rumors of a potential Powell termination swirled. Supported by data this week showing that core inflation cooled to its slowest pace in over three years, the White House reignited the heat on the head of the Fed. Rebounding from modest declines last week, the S&P 500 advanced 0.6%, notching record highs in three of the past four weeks following a five-month drought.
Neutral
The Motley Fool
2 weeks ago
Which ETF Has the Highest Dividend Yield in 2025? And Is It a Buy Now?
Exchange-traded funds (ETFs) have become quite popular in their three-plus decades of existence. There are now more publicly listed ETFs than there are individual stocks on the New York Stock Exchange.
Positive
24/7 Wall Street
3 weeks ago
Ready to Retire? Rotate Into These 3 High-Yield ETFs Now
Unless you have millions socked away for your retirement years, you'll want to create a steady, dependable stream of passive income.
Positive
Seeking Alpha
3 weeks ago
REITs Score Key Tax Bill Wins
U.S. equity markets closed the Independence Day week at record highs after Congress approved the GOP's sweeping tax cut and spending megabill, while employment data indicated "Goldilocks" labor market trends. The Big Beautiful Bill extends and enhances key elements of the 2017 tax cuts and boosts State and Local Tax ("SALT") deductions, while overhauling eligibility requirements for government benefits programs. The real estate and homebuilding industry scored some key "wins" in the legislation, which made permanent the 20% QBI deduction for REIT dividend income and relaxed some REIT tax rules.
Positive
24/7 Wall Street
4 weeks ago
3 Dividend ETFs I'd Buy Right Now for Safe 7%+ Yields
With markets still volatile, it's a good idea to keep your portfolio protected.
Positive
Seeking Alpha
1 month ago
The Bulls Are Back
U.S. equity markets surged to fresh record-highs as investors cheered a confluence of positive headlines: a temporary ceasefire in the Middle East, productive trade talks, and progress on tax cuts. Oil prices tumbled after the U.S. destroyed a trio of Iranian nuclear facilities in a formidable and decisive show of force, eliciting a ceasefire between Israel and Iran. Traders priced in additional rate cuts as tumbling oil prices and economic data that remains devoid of meaningful inflation prompted dovish dissents from several Fed officials.
Neutral
Seeking Alpha
1 month ago
Fed Ditches 'Data Dependent'
U.S. equity markets posted a second-straight week of declines after the U.S. Federal Reserve indicated that it remains in "no rush" to ease its "modestly restrictive" policy stance. Raising questions on whether the Fed can continue to claim itself "data dependent," Fed Chair Powell dismissed recent economic data while doubling-down on forecasts of "meaningful" tariff-driven inflation. Benchmark interest rates ticked lower this week as traders digested the Federal Reserve's rate decision alongside a generally downbeat slate of economic data and heightened geopolitical uncertainty.
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