IPKW - ETF AI Analysis

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Invesco International BuyBack Achievers ETF (IPKW)

Rating:62Neutral

Price Target:―

IPKW, the Invesco International BuyBack Achievers ETF, has a solid overall rating driven mainly by strong financial and earnings performance from major bank holdings like HSBC and DBS Group, which show robust profitability, reasonable valuations, and supportive technical trends. Additional support comes from names like UniCredit, Barclays, and NatWest, which benefit from positive earnings calls and generally attractive valuations, while some holdings such as Shell and BP introduce risks around cash flow and leverage. The main risk factor is the fund’s heavy tilt toward financials (and some energy names), which can make performance more sensitive to interest rate changes, economic cycles, and sector-specific challenges.

Positive Factors

Solid Recent Performance

The ETF has shown steady gains over the past three months and year-to-date, indicating positive recent momentum.

Strong Financials Focus

Many of the largest holdings are major financial institutions that have delivered generally strong or stable performance, helping support the fund’s returns.

Broad International Exposure

The fund invests across multiple countries in Europe, Asia, and North America, reducing reliance on any single market.

Negative Factors

High Sector Concentration in Financials

A large portion of the portfolio is in financial stocks, which increases the risk if that sector faces a downturn.

Mixed Performance Among Top Holdings

Some key positions, particularly in energy and certain banks, have shown weak or flat performance, which can drag on overall returns.

Above-Average Expense Ratio

The fund’s fee is on the higher side for an ETF, which slightly reduces the net return that investors keep over time.

IPKW vs. SPDR S&P 500 ETF (SPY)

AUM526.06M

RegionGlobal Ex-U.S.

Expense Ratio0.55%

Beta0.69

IssuerInvesco

Inception DateFeb 27, 2014

Dividend Yield3.27%

Asset ClassEquity

Index TrackedNASDAQ International BuyBack Achievers Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume87,915

30 Day Avg. Volume58,161

Financial Highlights & Ratios

PEG RatioN/A

Price to Book (P/B)N/A

Price to Sales (P/S)N/A

P/FCF RatioN/A

Enterprise Value/Market CapN/A

Enterprise Value/RevenueN/A

Enterprise Value/Gross ProfitN/A

Enterprise Value/EbitdaN/A

Forecast

1Y Price Target

65.02

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering138

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

IPKW Summary

The Invesco International BuyBack Achievers ETF (IPKW) tracks the NASDAQ International BuyBack Achievers Index, focusing on companies outside the U.S. that are actively buying back their own shares. These firms are mainly large financial and energy companies from countries like the UK, Japan, and Singapore. Well-known holdings include HSBC Holdings and Shell. Investors might consider this ETF for international diversification and the potential benefits of share buybacks, which can support stock prices over time. A key risk is that it is heavily tilted toward financial stocks and foreign markets, so its value can rise and fall sharply with global conditions.

How much will it cost me?The Invesco International BuyBack Achievers ETF (IPKW) has an expense ratio of 0.55%, which means you’ll pay $5.50 per year for every $1,000 invested. This is higher than average for ETFs because it is actively managed, focusing on companies with specific buyback strategies rather than passively tracking a broad index.

What would affect this ETF?The ETF's focus on international companies with strong share buyback programs could benefit from global economic growth and increased corporate profitability, particularly in sectors like financials and energy, which have significant weight in the fund. However, potential risks include rising interest rates or regulatory changes in key regions, which could impact the financial sector and overall corporate buyback activity. Additionally, fluctuations in commodity prices or geopolitical tensions could negatively affect energy and other globally exposed sectors.

IPKW Top 10 Holdings

IPKW is essentially riding an international banking wave, with heavyweight positions in HSBC, DBS, ING, UniCredit, and Barclays steering performance. These financial names have mostly been rising in recent months, giving the fund a solid tailwind, even if UniCredit looks a bit choppy and needs to prove its momentum can last. Energy giants like Shell and BP add a second, smaller engine, but their returns have been more mixed, occasionally dragging on results. Overall, this is a global ex-U.S. play that leans heavily on foreign banks and their buyback-fueled confidence.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
TTE	TotalEnergies SE	5.26%	$28.05M	€135.10B	1.21%	78 Outperform
UCG	UniCredit SpA	5.15%	$27.46M	€122.50B	95.02%	75 Outperform
INGA	ING GROEP	4.98%	$26.56M	€73.04B	62.60%	61 Neutral
7267	Honda Motor Co	4.94%	$26.33M	¥6.68T	11.01%	63 Neutral
SHEL	Shell (UK)	4.83%	$25.75M	£159.79B	4.91%	73 Outperform
STAN	Standard Chartered	4.08%	$21.76M	£42.77B	87.41%	77 Outperform
PRX	Prosus	4.03%	$21.49M	€100.24B	35.93%	77 Outperform
9888	Baidu, Inc. Class A	3.88%	$20.71M	HK$391.07B	61.58%	63 Neutral
VOD	Vodafone	2.68%	$14.27M	£26.47B	63.52%	63 Neutral
8630	Sompo Holdings	2.56%	$13.67M	¥5.44T	36.06%	76 Outperform

IPKW Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

56.03

Positive

100DMA

53.94

Positive

200DMA

51.03

Positive

Market Momentum

MACD

1.00

Negative

RSI

69.12

Neutral

STOCH

69.00

Neutral

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IPKW, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 57.86, equal to the 50-day MA of 56.03, and equal to the 200-day MA of 51.03, indicating a bullish trend. The MACD of 1.00 indicates Negative momentum. The RSI at 69.12 is Neutral, neither overbought nor oversold. The STOCH value of 69.00 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IPKW.

IPKW Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
IPKW	―	―	$526.06M	0.55%	―
WCMI	―	―	$957.78M	0.85%	―
IDVO	―	―	$926.91M	0.65%	―
PID	―	―	$910.40M	0.53%	―
MFSI	―	―	$818.96M	0.59%	―
QINT	―	―	$534.52M	0.40%	―

Performance Comparison

IPKW

Invesco International BuyBack Achievers ETF

60.30

18.01

42.59%

WCMI

First Trust WCM International Equity ETF

―

IDVO

Amplify International Enhanced Dividend Income ETF

―

PID

Invesco International Dividend Achievers ETF

―

MFSI

MFS Active International ETF

―

QINT

American Century Quality Diversified International ETF

―

Glossary

BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―

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