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Upturn AI SWOT - About
Invesco KBW Regional Banking ETF (KBWR)
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Upturn Advisory Summary
09/16/2025: KBWR (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 -6.45% | Avg. Invested days 39 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/16/2025 |
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. It provides exposure to publicly traded companies primarily involved in regional banking activities in the United States. The fund aims to replicate the index's composition by investing in a diversified portfolio of regional banking stocks, reflecting their market capitalization.
Reputation and Reliability
Invesco is a well-established global investment management firm with a long history and a strong reputation in the ETF market.
Management Expertise
Invesco has a dedicated team of experienced portfolio managers and analysts specializing in sector-specific ETFs.
Investment Objective
Goal
The investment goal of KBWR is to track the investment results of the KBW Regional Banking Index.
Investment Approach and Strategy
Strategy: KBWR employs a replication strategy, aiming to mirror the composition and weighting of the KBW Regional Banking Index.
Composition The ETF holds stocks of regional banking companies, focusing on those included in the KBW Regional Banking Index.
Market Position
Market Share: KBWR holds a significant, but not dominant, market share within the regional banking ETF segment.
Total Net Assets (AUM): 131110000
Competitors
Key Competitors
- SPDR S&P Regional Banking ETF (KRE)
Competitive Landscape
The regional banking ETF industry is dominated by KRE. KBWR offers a more concentrated approach, while KRE tracks a broader index of regional banks, providing wider diversification. This concentrated approach may appeal to investors seeking higher potential returns (with potentially higher risk).
Financial Performance
Historical Performance: Historical performance data should be analyzed over multiple timeframes, e.g., 1-year, 3-year, 5-year, and 10-year periods, to assess its performance trend. (Data unavailable).
Benchmark Comparison: Performance should be compared against the KBW Regional Banking Index to assess tracking efficiency (Data unavailable).
Expense Ratio: 0.35
Liquidity
Average Trading Volume
KBWR demonstrates moderate liquidity, with an average trading volume that allows for relatively easy entry and exit of positions. (Data unavailable).
Bid-Ask Spread
The bid-ask spread for KBWR is generally tight, indicating efficient trading and lower transaction costs. (Data unavailable).
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates, inflation, and GDP growth, as well as regulatory changes and regional economic conditions, impact KBWR's performance.
Growth Trajectory
KBWR's growth is closely tied to the performance of the regional banking sector, influenced by factors such as loan growth, net interest margins, and asset quality. Strategy and holdings remain largely consistent.
Moat and Competitive Advantages
Competitive Edge
KBWR's competitive edge lies in its focused exposure to the KBW Regional Banking Index, offering a targeted approach to investing in regional banks. This specificity allows investors to gain precise exposure to this segment of the financial industry. The ETF's targeted approach may attract investors who believe in the growth potential of regional banks. Also, Invesco's solid reputation can provide confidence to the investors.
Risk Analysis
Volatility
KBWR's volatility is expected to be moderate to high due to its concentration in the regional banking sector.
Market Risk
KBWR is subject to market risk, specifically related to the performance of regional banks, including interest rate risk, credit risk, and regulatory risk.
Investor Profile
Ideal Investor Profile
KBWR is suitable for investors seeking targeted exposure to the regional banking sector. It may appeal to those with a higher risk tolerance and a belief in the growth potential of regional banks.
Market Risk
KBWR is better suited for investors with a moderate to long-term investment horizon, rather than active traders, although some traders may use it for tactical allocation.
Summary
The Invesco KBW Regional Banking ETF (KBWR) offers investors a targeted approach to investing in the regional banking sector. Its performance is closely tied to the underlying KBW Regional Banking Index. The ETF's focused strategy may appeal to investors seeking higher potential returns, though it is important to note that it involves potentially higher risk as well. Given KRE is a dominant competitor, the fund has been struggling to maintain a meaningful market share.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco Official Website
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and do not constitute investment advice. Investment decisions should be based on individual circumstances and risk tolerance. Market share data is based on the latest available information and may vary. Performance data is not guaranteed and 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.
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