Invesco KBW Regional Banking ETF

KBWR

Market cap $52.5M

Overview Fund Activity

61.73 USD

-0.75

1.2%

At close Updated Sep 15, 4:00 PM EDT

1 day

-1.2%

5 days

-1.91%

1 month

3.84%

3 months

11.53%

6 months

8.99%

Year to date

4.57%

1 year

8.95%

5 years

81.67%

10 years

48.75%

0

Funds holding %

of 7,463 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

2.61% less ownership

Funds ownership: 27.44% [Q1] → 24.83% (-2.61%) [Q2]

6% less funds holding

Funds holding: 31 [Q1] → 29 (-2) [Q2]

13% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 8

13% less capital invested

Capital invested by funds: $13.9M [Q1] → $12.1M (-$1.81M) [Q2]

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

See Fund Rankings

Financial journalist opinion

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.

U.S. Banks Maintain Favorable Earnings While Confronting Economic Uncertainty

KBWR: High LTD Ratios, Weak Fundamentals Are Reasons To Avoid Small Regional Banks

KBWR is currently comprised of 50 U.S. stocks whose companies are primarily engaged in the regional banking industry, as determined by an Index Committee. KBWR primarily holds small-caps, while its counterpart, KBWB, handles the larger banks. Unfortunately for KBWR shareholders, it's those larger banks that have substantially outperformed over the last 14 years. A possible reason is that small commercial banks have a much higher loan-to-deposit ratio. After a brief reprieve in 2021-2022, the average ratio is back up above 80%.

KBWR: High LTD Ratios, Weak Fundamentals Are Reasons To Avoid Small Regional Banks

Zacks Investment Research

5 Best-Performing Sector ETFs of November

We have highlighted five top-performing ETFs from different sectors that were the leaders in November.

5 Best-Performing Sector ETFs of November

Zacks Investment Research

5 Best ETFs of 2024's Top Week Courtesy Trump Win, Fed Rate Cut

Trump's win and the Fed's latest rate cut fuel the best week of 2024 for U.S. stocks. We have highlighted five ETFs from different areas that were the leaders last week.

5 Best ETFs of 2024's Top Week Courtesy Trump Win, Fed Rate Cut

Bank stocks soar as Trump victory expected to lead to looser regulatory backdrop

Banks have been pushing all year to loosen capital requirements and are also expected to benefit from potential tax cuts.

Bank stocks soar as Trump victory expected to lead to looser regulatory backdrop

Zacks Investment Research

5 Small-Cap ETFs Scaling New Highs

Small-cap stocks have been in the limelight amid the market rotation. Many ETFs in the space are hitting new 52-week highs.

5 Small-Cap ETFs Scaling New Highs

Zacks Investment Research

Small-Cap ETFs to Rally on Upbeat U.S. Q2 GDP Growth Data?

The US economy expanded at a faster-than-expected pace in the second quarter of 2024. Small-cap stocks generally lead the way higher on improving American economy.

Small-Cap ETFs to Rally on Upbeat U.S. Q2 GDP Growth Data?

Zacks Investment Research

Regional Banking ETF (KBWR) Hits New 52-Week High

Invesco KBW Regional Banking ETF KBWR is probably on the radar for investors seeking momentum. The fund just hit a 52-week high and moved up 46.47% from its 52-week low price of $39.9/share.

Regional Banking ETF (KBWR) Hits New 52-Week High

Zacks Investment Research

The Zacks Analyst Blog KBWR, QQQS, SVAL, EES and SBIO

KBWR, QQQS, SVAL, EES and SBIO are included in this Analyst Blog.

The Zacks Analyst Blog KBWR, QQQS, SVAL, EES and SBIO

Zacks Investment Research

5 Small-Cap ETFs at the Forefront of the Latest Rally

Small-cap stocks have staged a strong comeback buoyed by the Trump trade resurgence and the growing expectations of the Fed cutting rates in September.

5 Small-Cap ETFs at the Forefront of the Latest Rally

See News Rankings

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