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Upturn AI SWOT - About
Invesco KBW Regional Banking ETF (KBWR)
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Upturn Advisory Summary
07/31/2025: 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 -2.94% | Avg. Invested days 42 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/31/2025 |
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, which is comprised of US regional banks. It offers exposure to banking services, including lending, deposit-taking, and other financial activities, focusing on regional players rather than national giants. The fund uses a replication strategy, investing in all or substantially all of the securities of the underlying index in proportion to their weighting in the index.
Reputation and Reliability
Invesco is a well-established global investment management firm with a strong reputation and a long track record in the ETF market.
Management Expertise
Invesco has a team of experienced portfolio managers and analysts with expertise in equity investing and the financial services sector.
Investment Objective
Goal
The ETF seeks to track the investment results (before fees and expenses) of the KBW Regional Banking Index.
Investment Approach and Strategy
Strategy: KBWR aims to replicate the KBW Regional Banking Index, a modified-market capitalization weighted index.
Composition The ETF primarily holds stocks of regional banks based in the United States.
Market Position
Market Share: KBWR holds a significant market share within the regional banking ETF segment.
Total Net Assets (AUM): 247780000
Competitors
Key Competitors
- SPDR S&P Regional Banking ETF (KRE)
- First Trust NASDAQ ABA Community Bank Index Fund (QABA)
- iShares U.S. Regional Banks ETF (IAT)
Competitive Landscape
The regional banking ETF industry is dominated by a few key players. KBWR competes with KRE, QABA and IAT. KBWR's advantage lies in its specific index methodology, which may provide different risk and return characteristics compared to its competitors. The disadvantage is that it has a concentrated portfolio that is dominated by a few names.
Financial Performance
Historical Performance: Historical performance data should be obtained from financial data providers. As of October 26, 2023, the 1-year return is -21.45%, 3-year return is 8.33%, and 5-year return is 1.96%.
Benchmark Comparison: The ETF's performance is compared to the KBW Regional Banking Index to assess tracking error. The ETF aims to closely match the performance of this Index.
Expense Ratio: 0.35
Liquidity
Average Trading Volume
KBWR generally exhibits adequate liquidity, with an average daily trading volume sufficient for most investors.
Bid-Ask Spread
The bid-ask spread is typically tight, indicating relatively low transaction costs.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates, GDP growth, and regulatory changes significantly impact KBWR. Sector growth prospects in regional banking depend on regional economic activity and loan demand.
Growth Trajectory
Growth is largely tied to regional economic health and regulatory developments. No significant changes to strategy and holdings are anticipated in the near term.
Moat and Competitive Advantages
Competitive Edge
KBWR's competitive advantage lies in its focused exposure to the regional banking sector and the brand recognition of Invesco. Its strategy is designed to capture the performance of regional banks. However, the ETF's performance is heavily reliant on the health and stability of these banks. Regional banks may be susceptible to risks associated with concentrated local economies and varying regulatory landscapes.
Risk Analysis
Volatility
The ETF's volatility is generally high, reflecting the inherent volatility of the banking sector.
Market Risk
Market risk stems from factors such as interest rate fluctuations, economic downturns, and regulatory changes that can significantly impact the performance of regional banks.
Investor Profile
Ideal Investor Profile
KBWR is suitable for investors seeking targeted exposure to the regional banking sector and who have a higher risk tolerance.
Market Risk
This ETF may be suitable for active traders or investors with a shorter time horizon who are confident in their ability to time the market or have specific views on the regional banking sector.
Summary
The Invesco KBW Regional Banking ETF offers targeted exposure to the regional banking sector. The ETF tracks the KBW Regional Banking Index. Its performance is heavily influenced by interest rates, regulatory changes, and regional economic growth. Due to its high volatility and sector-specific focus, KBWR is suitable for active investors with a higher risk tolerance seeking to capitalize on opportunities in the regional banking industry.
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 should not be considered investment advice. Past performance is not indicative of future results. Investing in ETFs involves risks, including the potential loss of principal.
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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