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Invesco KBW Regional Banking ETF (KBWR)
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Upturn Advisory Summary
11/05/2025: KBWR (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 -10.5% | Avg. Invested days 41 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/05/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.12 | 52 Weeks Range 46.16 - 68.30 | Updated Date 06/29/2025 |
52 Weeks Range 46.16 - 68.30 | Updated Date 06/29/2025 |
Upturn AI SWOT
Invesco KBW Regional Banking ETF
ETF Overview
Overview
The Invesco KBW Regional Banking ETF (KBWR) is designed to track the performance of the KBW Regional Banking Index. The fund invests in a diversified portfolio of regional banking companies, providing exposure to the financial sector's regional segment. It aims to replicate the index's composition and weighting, focusing on U.S.-listed regional banks.
Reputation and Reliability
Invesco is a well-established global investment management firm with a strong reputation and extensive experience in offering ETFs.
Management Expertise
Invesco has a team of experienced professionals specializing in ETF management, portfolio construction, and risk management.
Investment Objective
Goal
The primary investment goal is to replicate the price and yield performance, before fees and expenses, of the KBW Regional Banking Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive investment strategy, tracking the KBW Regional Banking Index.
Composition The ETF primarily holds stocks of regional banking companies listed on U.S. exchanges. Its investments are concentrated in the financial sector.
Market Position
Market Share: KBWR's market share varies depending on the period, but it typically holds a significant portion of the regional banking ETF market.
Total Net Assets (AUM): 206285494
Competitors
Key Competitors
- SPDR S&P Regional Banking ETF (KRE)
- First Trust NASDAQ ABA Community Bank Index Fund (QABA)
Competitive Landscape
The regional banking ETF market is competitive, with KRE holding a dominant share due to its larger size and established presence. KBWR differentiates itself with its specific index tracking and concentration in regional banks, while KRE's broader exposure may appeal to different investors. QABA focuses on community banks, further segmenting the market. Advantages of KBWR include a more concentrated exposure to regional banking, but KRE's broader exposure could be more diversified. Disadvantages include high volatility.
Financial Performance
Historical Performance: Historical performance data needs to be obtained from financial data providers.
Benchmark Comparison: Performance is typically measured against the KBW Regional Banking Index, comparing returns and tracking error.
Expense Ratio: 0.35
Liquidity
Average Trading Volume
The ETF's average trading volume is moderate, indicating acceptable liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting the ETF's liquidity and trading activity.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates, loan growth, and regulatory changes heavily influence regional banking. Sector growth prospects depend on regional economic conditions and lending activities.
Growth Trajectory
Growth trends depend on regional economic activity and banking sector performance. Changes to strategy and holdings are typically minimal due to the index-tracking nature.
Moat and Competitive Advantages
Competitive Edge
KBWR's advantage lies in its focused exposure to regional banking, offering investors a pure-play approach. Its passive management strategy ensures close tracking of the KBW Regional Banking Index. Invesco's experience and reputation in ETF management also contribute to its competitive edge. This targeted exposure may appeal to investors seeking to capitalize on regional banking performance. However, its concentrated focus also increases risk compared to broader financial sector ETFs.
Risk Analysis
Volatility
The ETF's historical volatility is high, reflecting the sensitivity of regional banks to economic cycles and interest rate changes.
Market Risk
Specific risks include interest rate risk, credit risk associated with lending activities, and regulatory risks impacting the banking sector.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking targeted exposure to the regional banking sector, with a higher risk tolerance and an understanding of banking industry dynamics.
Market Risk
KBWR is best suited for active traders or investors with a specific view on regional banking, rather than passive index followers seeking broad diversification.
Summary
The Invesco KBW Regional Banking ETF (KBWR) provides concentrated exposure to U.S. regional banking companies. Its performance is tied to the KBW Regional Banking Index, and its suitability depends on investor risk tolerance and banking sector outlook. The ETF experiences high volatility. Investors should be aware of the sector-specific risks. It is more appropriate for active traders and investors with strong opinions on the US regional banking sector.
Similar ETFs
Sources and Disclaimers
Data Sources:
- Invesco Official Website
- ETF.com
- Bloomberg
- Financial Times
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market share data is approximate and may vary. Past performance is not indicative of future results.
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 Regional Banking 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 comprised of companies primarily engaged in U.S. regional banking activities, as determined by the index provider. The underlying index is designed to track the performance of U.S. regional banking and thrift companies that are publicly-traded in the U.S.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.