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Upturn AI SWOT - About
Invesco BuyBack Achievers ETF (PKW)
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Upturn Advisory Summary
08/14/2025: PKW (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star 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 38.22% | Avg. Invested days 79 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 08/14/2025 |
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 |
Upturn AI SWOT
Invesco BuyBack Achievers ETF
ETF Overview
Overview
The Invesco BuyBack Achievers ETF (PKW) tracks the NASDAQ US BuyBack Achievers Index, which consists of companies that have effected a net reduction in shares outstanding of 5% or more in the last 12 months. It primarily focuses on US equities across various sectors, employing a full replication strategy to mirror the index's performance.
Reputation and Reliability
Invesco is a well-established global investment management firm with a strong reputation for offering a wide range of investment products, including ETFs.
Management Expertise
Invesco has a dedicated team of experienced professionals managing its ETFs, leveraging their expertise in portfolio construction and risk management.
Investment Objective
Goal
The fund seeks 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 track the NASDAQ US BuyBack Achievers Index.
Composition The ETF primarily holds stocks of US companies that have reduced their share count significantly.
Market Position
Market Share: PKW holds a moderate market share within the buyback-focused ETF segment.
Total Net Assets (AUM): 87478204
Competitors
Key Competitors
- SPDR S&P 500 Buyback ETF (SPYB)
- iShares Core S&P Total U.S. Stock Market ETF (ITOT)
Competitive Landscape
The competitive landscape includes ETFs focusing on buybacks and broad market ETFs. PKW offers a specific focus on companies actively reducing their share count, which can lead to different performance outcomes compared to broader market ETFs. SPYB tracks companies actively engaged in buybacks while ITOT is a broad U.S. Equity market benchmark that is considered a competitor in the passive index investment space.
Financial Performance
Historical Performance: Historical performance data can be obtained from Invesco's website and financial data providers.
Benchmark Comparison: Performance should be compared against the NASDAQ US BuyBack Achievers Index.
Expense Ratio: 0.0039
Liquidity
Average Trading Volume
The average trading volume for PKW indicates sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread for PKW is typically tight, reflecting its decent trading activity.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and corporate earnings influence companies' buyback activity and, consequently, PKW's performance.
Growth Trajectory
PKW's growth depends on the prevalence of share buyback programs among US companies and investor interest in this strategy. Changes in tax policy and corporate cash flow can impact this growth.
Moat and Competitive Advantages
Competitive Edge
PKW's competitive edge lies in its focused strategy of targeting companies actively reducing their share count, potentially leading to higher earnings per share and increased stock value. This focus provides a unique investment proposition compared to broader market ETFs. The ETF's exposure to companies committed to buybacks can be attractive to investors seeking companies with strong cash flow and shareholder-friendly policies. Invesco's brand recognition also contributes to its appeal.
Risk Analysis
Volatility
PKW's volatility can be influenced by market conditions and the specific stocks it holds.
Market Risk
The fund is subject to market risk, as the value of its holdings can fluctuate based on overall market sentiment and economic factors.
Investor Profile
Ideal Investor Profile
The ideal investor for PKW is someone seeking exposure to companies actively engaged in share buybacks and believes in the potential for enhanced shareholder value through this strategy.
Market Risk
PKW may be suitable for long-term investors seeking a targeted exposure to companies with strong shareholder yield policies.
Summary
The Invesco BuyBack Achievers ETF (PKW) provides investors with exposure to US companies that have significantly reduced their outstanding shares. Its focused investment strategy can potentially lead to outperformance during periods of strong corporate profitability and shareholder-friendly capital allocation. However, investors should consider the risks associated with a concentrated strategy and the potential for underperformance if buybacks are not rewarded by the market. The ETF's expense ratio is competitive, and its liquidity is generally adequate. As with any investment, investors should carefully evaluate their risk tolerance and investment objectives before investing in PKW.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco's official website
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions.
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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