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Upturn AI SWOT - About
Invesco KBW Property & Casualty Insurance ETF (KBWP)
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Upturn Advisory Summary
07/31/2025: KBWP (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 15.12% | Avg. Invested days 72 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 07/31/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.45 | 52 Weeks Range 98.62 - 126.47 | Updated Date 06/29/2025 |
52 Weeks Range 98.62 - 126.47 | Updated Date 06/29/2025 |
Upturn AI SWOT
Invesco KBW Property & Casualty Insurance ETF
ETF Overview
Overview
The Invesco KBW Property & Casualty Insurance ETF (KBWP) seeks to track the investment results of the KBW Property & Casualty Insurance Index. It focuses on providing exposure to companies primarily engaged in property, casualty, and multi-line insurance activities. The fund aims to provide a targeted investment in this specific sector of the financial industry.
Reputation and Reliability
Invesco is a well-established global investment management firm with a long history and a strong reputation. They are known for providing a diverse range of investment products, including ETFs.
Management Expertise
Invesco has experienced portfolio managers and analysts specializing in sector-specific ETFs, which contribute to the overall expertise in managing KBWP.
Investment Objective
Goal
The investment objective of KBWP is to track the investment results of the KBW Property & Casualty Insurance Index.
Investment Approach and Strategy
Strategy: KBWP uses a passive management strategy designed to track the performance of the KBW Property & Casualty Insurance Index.
Composition The ETF holds stocks of companies included in the KBW Property & Casualty Insurance Index, representing the property and casualty insurance sector.
Market Position
Market Share: KBWP holds a moderate market share within the property and casualty insurance ETF segment.
Total Net Assets (AUM): 169900000
Competitors
Key Competitors
- SPDR S&P Insurance ETF (KIE)
- iShares U.S. Insurance ETF (IAK)
Competitive Landscape
The property and casualty insurance ETF market is competitive, with a few major players. KBWP's advantages include its focus on the KBW index, providing a specific benchmark. Disadvantages could be its smaller AUM compared to larger competitors, which might affect liquidity.
Financial Performance
Historical Performance: Historical performance can be obtained from financial data providers, reflecting the ups and downs of the insurance sector and broader market trends.
Benchmark Comparison: KBWP's performance is generally compared to the KBW Property & Casualty Insurance Index to assess tracking accuracy.
Expense Ratio: 0.35
Liquidity
Average Trading Volume
The average trading volume for KBWP is moderate, indicating sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread for KBWP is generally tight, reflecting reasonable trading costs.
Market Dynamics
Market Environment Factors
Economic conditions, interest rates, regulatory changes, and catastrophe events significantly affect the property and casualty insurance sector and KBWP's performance.
Growth Trajectory
KBWP's growth is tied to the overall health and growth of the property and casualty insurance industry, with potential for fluctuations based on market cycles and industry-specific trends. No significant changes to strategy and holdings are apparent.
Moat and Competitive Advantages
Competitive Edge
KBWP's competitive edge lies in its targeted exposure to the property and casualty insurance sector through the KBW index, offering investors a specific and focused investment. Its expense ratio is competitive with other insurance ETFs. The index methodology and concentration on the insurance sub-sector can lead to differentiated performance. This focus appeals to investors seeking specific insurance industry exposure.
Risk Analysis
Volatility
KBWP's volatility is influenced by the inherent risks of the insurance sector, including exposure to catastrophic events and regulatory changes.
Market Risk
Specific market risks include fluctuations in interest rates, economic downturns impacting insurance demand, and regulatory risks affecting insurance companies.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking targeted exposure to the property and casualty insurance sector as part of a diversified portfolio or as a sector-specific investment.
Market Risk
KBWP is suitable for investors with a moderate risk tolerance seeking long-term capital appreciation or those implementing sector rotation strategies.
Summary
Invesco KBW Property & Casualty Insurance ETF (KBWP) provides focused exposure to the property and casualty insurance sector. The ETF tracks the KBW Property & Casualty Insurance Index and presents an opportunity for investors to participate in the sector's growth. The fund's performance is tied to the insurance industry's dynamics, including interest rates and catastrophe events. KBWP is best suited for investors seeking targeted sector exposure and willing to accept industry-specific risks.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco Official Website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a financial advisor.
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 KBW Property & Casualty Insurance 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 the securities that comprise the underlying index. The underlying index is a modified-market capitalization-weighted index designed to track the performance of companies primarily engaged in U.S. property and casualty insurance activities, as determined by the index provider. The fund is non-diversified.
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