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Invesco BuyBack Achievers ETF (PKW)



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Upturn Advisory Summary
10/10/2025: PKW (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 38.71% | Avg. Invested days 89 | Today’s Advisory WEAK BUY |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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Key Highlights
Volume (30-day avg) - | Beta 1.06 | 52 Weeks Range 95.80 - 124.35 | Updated Date 06/29/2025 |
52 Weeks Range 95.80 - 124.35 | Updated Date 06/29/2025 |
Upturn AI SWOT
Invesco BuyBack Achievers ETF
ETF Overview
Overview
The Invesco BuyBack Achievers ETF (PKW) tracks the NASDAQ US BuyBack Achievers Index, which is composed of US companies that have effected the highest net reduction in shares outstanding over the trailing 12 months. The ETF focuses on companies demonstrating a commitment to shareholder value through share repurchase programs and provides exposure to a diverse range of sectors, primarily within the consumer discretionary and information technology industries. The investment strategy centers around identifying companies that actively engage in buybacks, believing this action reflects financial strength and commitment to increasing shareholder value.
Reputation and Reliability
Invesco is a well-established and reputable global investment management firm with a long history of providing a wide range of investment products and services.
Management Expertise
Invesco's management team possesses extensive experience and expertise in portfolio management, investment research, and ETF development, contributing to the reliability and performance of its ETFs.
Investment Objective
Goal
The primary investment goal is to track the investment results, before fees and expenses, of the NASDAQ US BuyBack Achievers Index.
Investment Approach and Strategy
Strategy: The ETF aims to replicate the performance of the NASDAQ US BuyBack Achievers Index, a benchmark consisting of companies with significant share buyback programs.
Composition The ETF predominantly holds common stocks of US companies that have demonstrated the highest net reduction in outstanding shares over the past year.
Market Position
Market Share: PKW's market share is concentrated within the specific niche of buyback-focused ETFs, but is impacted by fluctuations in AUM and investor sentiment.
Total Net Assets (AUM): 107400000
Competitors
Key Competitors
- SPDR S&P 500 Buyback ETF (SPYB)
- ALPS O'Shares US Quality Buyback ETF (OUSA)
Competitive Landscape
The competitive landscape consists of ETFs targeting companies with share repurchase programs. PKW distinguishes itself by focusing on the highest net reduction in shares outstanding. Advantages include a focused investment strategy. A disadvantage is its narrower investment universe compared to broader market ETFs.
Financial Performance
Historical Performance: Historical performance data (returns, standard deviation, Sharpe ratio) requires access to real-time financial data. This cannot be provided currently.
Benchmark Comparison: Benchmark comparison against the NASDAQ US BuyBack Achievers Index requires real-time financial data and cannot be provided directly here.
Expense Ratio: 0.0039
Liquidity
Average Trading Volume
The average trading volume of PKW suggests moderate liquidity, facilitating relatively easy buying and selling of shares.
Bid-Ask Spread
The bid-ask spread for PKW typically indicates reasonable trading costs, although it can vary based on market conditions.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate policies, corporate earnings, and investor sentiment impact PKW's performance. The technology and consumer discretionary sectors, which tend to do well in growth-oriented environments, drive the performance of PKW.
Growth Trajectory
Growth trajectory depends on corporate buyback activity and stock market performance. Changes in strategy or holdings are disclosed in fund prospectuses and fact sheets.
Moat and Competitive Advantages
Competitive Edge
PKW's competitive edge lies in its focused strategy of investing in companies with significant share buyback programs. This approach provides exposure to companies that are actively returning capital to shareholders. The fund offers a targeted investment approach, making it unique compared to broader market ETFs. This focus can attract investors seeking companies committed to shareholder value.
Risk Analysis
Volatility
PKW's volatility is influenced by the volatility of the underlying stocks and the overall market. Historical data is needed for precise assessment.
Market Risk
Specific risks associated with PKW's underlying assets include market risk, sector concentration risk (particularly in tech and consumer discretionary), and the risk that buyback programs may not always translate into positive stock performance.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking exposure to companies with a history of share buybacks and who believes that these companies will outperform the broader market. The investor should understand and be comfortable with the potential volatility associated with this type of focused strategy.
Market Risk
PKW is suitable for investors with a moderate to high risk tolerance looking for long-term capital appreciation, rather than income or short-term gains.
Summary
The Invesco BuyBack Achievers ETF (PKW) offers a focused investment strategy targeting companies that actively engage in share repurchase programs. Its performance is closely tied to the performance of the NASDAQ US BuyBack Achievers Index and is influenced by the overall market and sector trends. Investors should be aware of the potential volatility and concentration risks associated with this ETF. Overall, PKW provides a targeted approach for investors seeking exposure to companies committed to shareholder value through buybacks. PKW may experience greater volatility compared to broader market ETFs.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco Official Website
- NASDAQ Website
- ETF Database
- FactSet
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be made after consulting with a qualified financial advisor and conducting thorough due diligence. Market data is subject to change and may not be entirely accurate.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Invesco BuyBack Achievers ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website |
The fund generally will invest at least 90% of its total assets in securities that comprise the underlying index. The NASDAQ includes common stocks in the underlying index pursuant to a proprietary selection methodology that identifies a universe of BuyBack Achievers TM.

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