Invesco KBW Bank ETFKBWB
KBWB
0
Funds holding %
of 7,323 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
100% more funds holding in top 10
Funds holding in top 10: 3 [Q4 2024] → 6 (+3) [Q1 2025]
100% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 28
42% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 53
29% more call options, than puts
Call options by funds: $16.6M | Put options by funds: $12.9M
15% more capital invested
Capital invested by funds: $2.45B [Q4 2024] → $2.81B (+$362M) [Q1 2025]
12% more funds holding
Funds holding: 202 [Q4 2024] → 227 (+25) [Q1 2025]
4.82% more ownership
Funds ownership: 70.3% [Q4 2024] → 75.12% (+4.82%) [Q1 2025]
Research analyst outlook
We haven’t received any recent analyst ratings for KBWB.
Financial journalist opinion
Based on 5 articles about KBWB published over the past 30 days
Positive
Seeking Alpha
4 days ago
U.S. Banks Maintain Favorable Earnings While Confronting Economic Uncertainty
US banks' net interest margins are poised to expand, but higher-for-longer interest rates and uncertainty created by tariffs will push credit costs higher and limit earnings growth in 2025. Banks' earnings should remain healthy through the first half of the year, buoyed by continued margin expansion, steady loan growth and benign credit quality.
Positive
ETF Trends
6 days ago
Bank Earnings Propel Financial Sector's Success
The record rally in equities churns on, with the latest batch of strong bank results helping fuel the market's forward momentum. Stocks suffered from whiplash to start the second quarter.
Neutral
Seeking Alpha
2 weeks ago
KBWB: Backing Out Of A Bullish Outlook On U.S. Banks
Invesco KBW Bank ETF has enjoyed stellar form lately, but cyclical headwinds have emerged. A softer lending environment is likely en route, and credit risk seems to be at an inflection point. Strong stress test results mitigate tail risk but don't prevent cyclical earnings decay.
Positive
Zacks Investment Research
3 weeks ago
Banks Lift Payouts Amid Successful Stress Test: ETFs in Focus
Most U.S. banks raised their dividend payouts as top U.S. banks passed the Fed's stress test with strong capital. Play ETFs like KBWB, XLF and VFH.
Positive
Zacks Investment Research
4 weeks ago
Bank ETF (KBWB) Hits New 52-Week High
KBWB hit a 52-week high with a 42.5% surge from its low, fueled by upbeat dividend hikes from top U.S. banks.
Neutral
Zacks Investment Research
1 month ago
Should You Invest in the Invesco KBW Bank ETF (KBWB)?
Looking for broad exposure to the Financials - Banking segment of the equity market? You should consider the Invesco KBW Bank ETF (KBWB), a passively managed exchange traded fund launched on 11/01/2011.
Positive
Seeking Alpha
2 months ago
Gold's Basel III Boost: Why KBWB Could Shine In 2025
Gold's reclassification as a Tier 1 High-Quality Liquid Asset under Basel III is a significant tailwind for US banks, boosting capital flexibility. I remain bullish on the Invesco KBW Bank ETF (KBWB), citing its compelling value, strong technical support, and robust dividend growth. KBWB offers a low P/E ratio, solid long-term EPS growth, and a high yield, while being led by major US banks and maintaining strong liquidity.
Neutral
Zacks Investment Research
3 months ago
What Should Be Your Stance on Bank ETFs Before Earnings Releases?
The health of the banking sector looks moderately sound, apart from some pain points. If the economy can manage the occasional tariff-driven threat, we should see smooth sailing in bank ETFs.
Neutral
Zacks Investment Research
3 months ago
Should You Invest in the Invesco KBW Bank ETF (KBWB)?
Looking for broad exposure to the Financials - Banking segment of the equity market? You should consider the Invesco KBW Bank ETF (KBWB), a passively managed exchange traded fund launched on 11/01/2011.
Neutral
Seeking Alpha
4 months ago
KBWB Vs. IYF: Diversification Is Likely To Work In Challenging Conditions
The financials sector faces multiple challenges in 2025, including recession risks, rate cut uncertainty, high valuations, and slowing growth, making diversified ETFs like IYF more appealing. IYF's diversified portfolio across financial services, insurance, and professional services offers better risk-adjusted returns and lower volatility compared to the concentrated KBWB. KBWB's focus on large and regional banks increases its risk factor, especially amid economic downtrends and declining interest income, warranting a hold rating.
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