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PKW
Upturn stock ratingUpturn stock rating

Invesco BuyBack Achievers ETF (PKW)

Upturn stock ratingUpturn stock rating
$128.88
Last Close (24-hour delay)
Profit since last BUY10.73%
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WEAK BUY
BUY since 99 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
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Upturn Advisory Summary

10/10/2025: PKW (2-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

rating

Below Average Performance

These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.

Analysis of Past Performance

Type ETF
Historic Profit 38.71%
Avg. Invested days 89
Today’s Advisory WEAK BUY
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 5.0
ETF Returns Performance Upturn Returns Performance 5.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 10/10/2025

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

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Invesco BuyBack Achievers ETF

stock logo

ETF Overview

overview logo 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.

reliability logo 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.

reliability logo 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

overview logo 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

overview logo 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.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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.