Invesco KBW Regional Banking ETFKBWR
KBWR
0
Funds holding %
of 7,327 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
3% more funds holding
Funds holding: 30 [Q4 2024] → 31 (+1) [Q1 2025]
0.34% less ownership
Funds ownership: 27.78% [Q4 2024] → 27.44% (-0.34%) [Q1 2025]
9% less capital invested
Capital invested by funds: $15.3M [Q4 2024] → $13.9M (-$1.41M) [Q1 2025]
29% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 7
Research analyst outlook
We haven’t received any recent analyst ratings for KBWR.
Financial journalist opinion
Positive
Seeking Alpha
6 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.
Neutral
Seeking Alpha
1 month ago
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%.
Positive
Zacks Investment Research
8 months ago
5 Best-Performing Sector ETFs of November
We have highlighted five top-performing ETFs from different sectors that were the leaders in November.
Positive
Zacks Investment Research
8 months ago
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.
Positive
Market Watch
8 months ago
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.
Positive
Zacks Investment Research
1 year ago
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.
Positive
Zacks Investment Research
1 year ago
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.
Positive
Zacks Investment Research
1 year ago
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.
Neutral
Zacks Investment Research
1 year ago
The Zacks Analyst Blog KBWR, QQQS, SVAL, EES and SBIO
KBWR, QQQS, SVAL, EES and SBIO are included in this Analyst Blog.
Positive
Zacks Investment Research
1 year ago
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.
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