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KBWD

Invesco KBW High Dividend Yield Financial ETF
1W: -1.0% 1M: -5.3% 3M: -7.3% YTD: -7.8% 1Y: -4.3% 3Y: +23.2% 5Y: +0.1%
$12.40
-0.08 (-0.64%)
 
Weekly Expected Move ±2.4%
$12 $12 $13 $13 $13
ETF NASDAQ · AUM $445.0M
Key Statistics
AUM$445M
Holdings41
Top 10 Wt37.0%
Volume447,458
Avg Volume407,867
Beta0.94
Portfolio Fundamentals
P/E12.8
P/B1.2
Div Yield14.40%
ROE8.5%
% Profitable51%
Inception2010-12-02
Sector Allocation
Financial Services 64.1%
Real Estate 35.9%
Other -0.0%
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 FS KKR Capital Corp FSK 4.16% $17.8M 1,619,791
2 Orchid Island Capital Inc ORC 4.13% $17.4M 2,559,893
3 New Mountain Finance Corp NMFC 4.09% $17.5M 2,152,239
4 Invesco Mortgage Capital Inc IVR 3.69% $15.8M 1,993,954
5 Two Harbors Investment Corp TWO-PC 3.68% $15.7M 1,254,126
6 Trinity Capital Inc TRIN 3.66% $15.5M 917,698
7 PennantPark Floating Rate Capital Ltd PFLT 3.57% $15.1M 1,817,736
8 ARMOUR Residential REIT Inc ARR 3.44% $14.5M 879,574
9 MidCap Financial Investment Corp AINV 3.26% $13.9M 1,302,188
10 Carlyle Secured Lending Inc CGBD 3.26% $13.9M 1,273,259

Recent Holding Changes

Date Holding Change Details
2026-05-22 AGPXX Changed 4094463 → 4276488
2026-05-21 ORC Changed 2548553 → 2559893
2026-05-21 WU Changed 993013 → 997423
2026-05-21 NMFC Changed 2142714 → 2152239
2026-05-21 DX Changed 1015297 → 1019812

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms