KBWD

Invesco KBW High Dividend Yield Financial ETF

Dividend / IncomeNASDAQ-GMInvesco ETF
$12.48
$-0.03 (-0.24%)
Real-time · Sep 1, 2026 9:30 AM ET

Key Statistics

Net Assets (AUM)
$411.68M
Expense Ratio
See prospectus
Previous Close
$12.51
Day Range
$12.47 – $12.48
52-Week Range
$11.90 – $14.74
Volume
4.50K
Avg Vol (50D)
182.13K
Beta
1.02

Historical Performance

1M
+5.46%
3M
+3.21%
6M
+1.34%
YTD
+0.02%
1Y
+0.16%
3Y
+12.77%
5Y
+7.67%

Total return including reinvested distributions, from adjusted closing prices.

Price History

Price history is being compiled for this fund.

Top Holdings

Invesco Private Prime Fund 22.26%
Invesco Private Government Fund 8.57%
Invesco Mortgage Capital Inc. 5.13%
Orchid Island Capital, Inc. 4.86%
AGNC Investment Corp. 4.11%
Two Harbors Investment Corp. 4.04%
ARMOUR Residential REIT, Inc. 4.01%
Adamas Trust, Inc. 3.71%
Dynex Capital, Inc. 3.71%
Trinity Capital Inc. 3.67%
Annaly Capital Management, Inc. 3.44%
MFA Financial, Inc. 3.41%
Goldman Sachs BDC, Inc. 3.26%
PennyMac Mortgage Investment Trust 2.99%
Redwood Trust, Inc. 2.71%
Arbor Realty Trust, Inc. 2.69%
PennantPark Floating Rate Capital Ltd. 2.54%
CION Investment Corp. 2.53%
Carlyle Secured Lending, Inc. 2.50%
Franklin BSP Realty Trust, Inc. 2.48%
Western Union Co. (The) 2.43%
Nuveen Churchill Direct Lending Corp. 2.35%
New Mountain Finance Corp. 2.32%
FS KKR Capital Corp. 2.27%
MidCap Financial Investment Corp. 2.24%

Top 25 holdings as of Feb 28, 2026 · source: SEC N-PORT. Full holdings & prospectus →

About KBWD

The Fund generally will invest at least 90% of its total assets in the securities that comprise the Underlying Index. Strictly in accordance with its guidelines and mandated procedures, Keefe, Bruyette & Woods, Inc. and Nasdaq, Inc. (“KBW Nasdaq” or the “Index Provider”) compile, maintain and calculate the Underlying Index, which is a modified-dividend yield-weighted index of companies principally engaged in the business of providing financial services and products, as determined by the Index Provider. The Underlying Index is designed to track the performance of financial companies, which may include business development companies and mortgage real estate investment trusts, with competitive dividend yields that are publicly-traded in the U.S. As of October 31, 2024, the Underlying Index was comprised of 39 securities with market capitalizations ranging from $266.1 million to $43.6 billion. The Fund employs a “full replication” methodology in seeking to track the Underlying Index, meaning that the Fund generally invests in all of the securities comprising the Underlying Index in proportion to their weightings in the Underlying Index.Concentration Policy. The Fund will concentrate its investments (i.e., invest 25% or more of the value of its total assets) in securities of issuers in any one industry or group of industries only to the extent that the Underlying Index reflects a concentration in that industry or group of industries. The Fund will not otherwise concentrate its investments in securities of issuers in any one industry or group of industries. As of August 31, 2024, the Fund had significant exposure to the financials sector. The Fund’s portfolio holdings, and the extent to which it concentrates its investments, are likely to change over time.

Data for KBWD is aggregated from third-party providers (Tiingo, Nasdaq, Finnhub) and SEC filings, may be delayed at least 20 minutes, and may be incomplete or contain errors. Nothing here is investment advice. Verify with the official prospectus before investing.