IPKW - ETF AI Analysis

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Invesco International BuyBack Achievers ETF (IPKW)

Rating:59Neutral

Price Target:―

IPKW, the Invesco International BuyBack Achievers ETF, has a solid overall rating driven by strong holdings like TotalEnergies, UniCredit, Standard Chartered, Prosus, and Sompo, which benefit from robust financial performance, attractive or reasonable valuations, and generally supportive technical trends. The fund’s score is held back somewhat by mixed names such as Honda, Baidu, and Vodafone, where weak momentum, revenue or cash flow challenges, and valuation concerns introduce more uncertainty. A key risk factor is the ETF’s meaningful exposure to financial and energy companies, which can make it more sensitive to sector-specific and regulatory changes.

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 Historical Chart

AUM537.30M

RegionGlobal Ex-U.S.

Expense Ratio0.55%

Beta0.71

IssuerInvesco

Inception DateFeb 27, 2014

Dividend Yield3.5%

Asset ClassEquity

Index TrackedNASDAQ International BuyBack Achievers Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume103,985

30 Day Avg. Volume72,579

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

63.57

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering139

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 leans heavily on international financials and energy, with European banks like ING and UniCredit quietly powering the fund as their shares keep rising on solid earnings and buyback momentum. TotalEnergies and Shell add more fuel, benefiting from steady energy markets and disciplined capital returns. On the other side, Prosus has been losing steam and Baidu’s choppy trading has created some drag, while Honda’s performance looks more mixed than exciting. Overall, this is a global ex-U.S. play, tilted toward old-world value rather than flashy growth names.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
TTE	TotalEnergies SE	5.91%	$31.69M	€145.45B	14.53%	78 Outperform
SHEL	Shell (UK)	5.61%	$30.08M	£176.52B	22.65%	73 Outperform
INGA	ING GROEP	4.59%	$24.63M	€64.31B	19.18%	61 Neutral
UCG	UniCredit SpA	4.54%	$24.33M	€99.71B	31.72%	75 Outperform
7267	Honda Motor Co	4.52%	$24.27M	¥5.69T	-7.64%	63 Neutral
PRX	Prosus	3.83%	$20.54M	€91.70B	2.63%	77 Outperform
STAN	Standard Chartered	3.69%	$19.79M	£36.86B	40.38%	77 Outperform
9888	Baidu, Inc. Class A	3.34%	$17.92M	HK$328.64B	31.61%	63 Neutral
	―	2.83%	$15.18M	―	―	―
8630	Sompo Holdings	2.68%	$14.36M	¥5.54T	19.51%	76 Outperform

IPKW Technical Analysis

Technical Analysis Sentiment

Negative

Last Price―

Price Trends

50DMA

57.75

Negative

100DMA

55.20

Positive

200DMA

52.30

Positive

Market Momentum

MACD

-0.24

Positive

RSI

35.98

Neutral

STOCH

23.40

Neutral

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IPKW, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 58.94, equal to the 50-day MA of 57.75, and equal to the 200-day MA of 52.30, indicating a neutral trend. The MACD of -0.24 indicates Positive momentum. The RSI at 35.98 is Neutral, neither overbought nor oversold. The STOCH value of 23.40 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for IPKW.

IPKW Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
IPKW	―	―	$537.30M	0.55%	59 Neutral
APIE	―	―	$971.30M	0.45%	65 Neutral
PID	―	―	$926.36M	0.53%	71 Outperform
MFSI	―	―	$870.18M	0.59%	66 Neutral
QINT	―	―	$556.53M	0.40%	60 Neutral
OSEA	―	―	$482.30M	0.55%	71 Outperform

Performance Comparison

IPKW

Invesco International BuyBack Achievers ETF

56.30

12.61

28.86%

APIE

ActivePassive International Equity ETF

―

PID

Invesco International Dividend Achievers ETF

―

MFSI

MFS Active International ETF

―

QINT

American Century Quality Diversified International ETF

―

OSEA

Harbor International Compounders 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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