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NEW YORK, Dec. 13, 2024 (GLOBE NEWSWIRE) -- Keefe, Bruyette & Woods, Inc., a leading specialist investment bank to the financial services and fintech sectors, and a wholly owned subsidiary of Stifel Financial Corp. (NYSE: SF), announces the upcoming index rebalancing for the fourth quarter of 2024.
This quarter, there are constituent changes within four of our indexes: the KBW Nasdaq Capital Markets Index (Index Ticker: KSX, ETF Ticker:N/A), KBW Nasdaq Financial Technology Index (Index Ticker: KFTX, ETF Ticker: FTEK.LN), KBW Nasdaq Financial Sector Dividend Yield Index (Index Ticker: KDX, ETF Ticker: KBWD), and KBW Nasdaq Premium Yield Equity REIT Index (Index Ticker: KYX, ETF Ticker: KBWY).
These changes will be effective prior to the opening of business on Monday, December 23, 2024.
As part of this rebalancing, below are the component-level changes across impacted indices:
KBW Nasdaq Capital Markets Index (Index Ticker: KSX, ETF Ticker: N/A)
| Add (6): |
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| Apollo Global Management, Inc. (NYSE: APO) |
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| Ares Management Corp (NYSE: ARES) |
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| Blue Owl Capital, Inc. (NYSE: OWL) |
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| Interactive Brokers Group, Inc. (NASDAQ: IBKR) |
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| Robinhood Markets, Inc. (NASDAQ: HOOD) |
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| Tradeweb Markets, Inc. (NASDAQ: TW) |
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| Drop (5): |
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| Brookfield Corp (NYSE: BN) |
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| Janus Henderson Group PLC (NYSE: JHG) |
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| SEI Investments Co. (NASDAQ: SEIC) |
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| State Street Corp (NYSE: STT) |
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| Virtu Financial, Inc. (NASDAQ: VIRT) |
KBW Nasdaq Financial Technology Index (Index Ticker: KFTX, ETF Ticker: FTEK.LN)
| Add (7): |
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| Euronet Worldwide, Inc. (NASDAQ: EEFT) |
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| Guidewire Software, Inc. (NYSE: GWRE) |
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| Paymentus Holdings, Inc. (NYSE: PAY) |
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| Payoneer Global, Inc. (NASDAQ: PAYO) |
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| Q2 Holdings, Inc. (NYSE: QTWO) |
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| Remitly Global, Inc. (NASDAQ: RELY) |
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| Upstart Holdings, Inc. (NASDAQ: UPST) |
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| Drop (6): |
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| Equifax, Inc. (NYSE: EFX) |
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| Fair Isaac Corp (NYSE: FICO) |
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| Moody's Corp (NYSE : MCO) |
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| SEI Investments Co. (NASDAQ: SEIC) |
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| TransUnion (NYSE: TRU) |
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| Virtu Financial, Inc. (NASDAQ: VIRT) |
KBW Nasdaq Financial Sector Dividend Yield Index (Index Ticker: KDX; ETF Ticker: KBWD)
| Add (15): |
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| AllianceBernstein Holding LP (NYSE: AB) |
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| Arbor Realty Trust, Inc. (NYSE: ABR) |
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| Capitol Federal Financial, Inc. (NASDAQ: CFFN) |
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| Carlyle Secured Lending, Inc. (NASDAQ: CGBD) |
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| CION Investment Corp (NYSE: CION) |
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| Flushing Financial Corp (NASDAQ: FFIC) |
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| Franklin Resources, Inc. (NYSE: BEN) |
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| Invesco Mortgage Capital, Inc. (NYSE: IVR) |
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| Kearny Financial Corp (NASDAQ: KRNY) |
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| Main Street Capital Corp (NYSE: MAIN) |
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| New Mountain Finance Corp (NASDAQ: NMFC) |
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| Oaktree Specialty Lending Corp (NASDAQ: OCSL) |
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| Orchid Island Capital, Inc. (NYSE: ORC) |
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| PennantPark Floating Rate Capital Ltd (NYSE: PFLT) |
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| PennyMac Mortgage Investment Trust (NYSE: PMT) |
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| Drop (14): |
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| Apollo Commercial Real Estate Finance, Inc. (NYSE: ARI) |
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| Ares Commercial Real Estate Corp (NYSE: ACRE) |
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| Capital Southwest Corp (NASDAQ: CSWC) |
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| Eagle Bancorp, Inc. (NASDAQ: EGBN) |
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| Flagstar Financial, Inc. (NYSE: FLG) |
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| Jackson Financial, Inc. (NYSE: JXN) |
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| Janus Henderson Group PLC (NYSE: JHG) |
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| KeyCorp (NYSE: KEY) |
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| KKR Real Estate Finance Trust, Inc. (NYSE: KREF) |
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| Lazard, Inc. (NYSE: LAZ) |
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| Prospect Capital Corp (NASDAQ: PSEC) |
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| Runway Growth Finance Corp (NASDAQ: RWAY) |
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| TPG RE Finance Trust, Inc. (NYSE: TRTX) |
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| TriplePoint Venture Growth BDC Corp (NYSE: TPVG) |
KBW Nasdaq Premium Yield Equity REIT Index (Index Ticker: KYX; ETF Ticker: KBWY)
| Add (10): |
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| Brandywine Realty Trust (NYSE: BDN) |
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| Clipper Realty, Inc. (NYSE: CLPR) |
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| Community Healthcare Trust, Inc. (NYSE: CHCT) |
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| CTO Realty Growth, Inc. (NYSE: CTO) |
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| Kilroy Realty Corp (NYSE: KRC) |
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| NexPoint Diversified Real Estate Trust (NYSE: NXDT) |
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| Park Hotels & Resorts, Inc. (NYSE: PK) |
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| Peakstone Realty Trust (NYSE: PKST) |
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| RLJ Lodging Trust (NYSE: RLJ) |
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| SITE Centers Corp (NYSE: SITC) |
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| Drop (8): |
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| American Assets Trust, Inc. (NYSE: AAT) |
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| Kimco Realty Corp (NYSE: KIM) |
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| LTC Properties, Inc. (NYSE: LTC) |
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| Office Properties, Income Trust (NASDAQ: OPI) |
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| Piedmont Office Realty Trust, Inc. (NYSE: PDM) |
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| Service Properties Trust (NASDAQ: SVC) |
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| SL Green Realty Corp (NYSE: SLG) |
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| WP Carey, Inc. (NYSE: WPC) |
Several of the KBW Nasdaq indexes have tradable exchange‐traded funds licensed: KBW Nasdaq Bank Index (Index Ticker: BKXSM, ETF Ticker: KBWBSM); KBW Nasdaq Capital Markets Index (Index Ticker: KSXSM); KBW Nasdaq Insurance Index (Index Ticker: KIXSM); KBW Nasdaq Regional Banking Index (Index Ticker: KRXSM, ETF Ticker: KBWRSM); KBW Nasdaq Financial Sector Dividend Yield Index (Index Ticker: KDXSM, ETF Ticker: KBWDSM); KBW Nasdaq Premium Yield Equity REIT Index (Index Ticker: KYXSM, ETF Ticker: KBWYSM); KBW Nasdaq Property and Casualty Insurance Index (Index Ticker: KPXSM, ETF Ticker: KBWPSM); KBW Nasdaq Global Bank Index (Index Ticker: GBKXSM); KBW Nasdaq Financial Technology Index (Index Ticker: KFTXSM, ETF Ticker: FTEK.LNSM).