The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.
Invesco KBW Regional Banking ETF KBWR
Morningstar’s Analysis KBWR
Will KBWR outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 29.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Cullen/Frost Bankers Inc | 4.03 | 2.2 Mil | Financial Services |
Commerce Bancshares Inc | 3.93 | 2.1 Mil | Financial Services |
Webster Financial Corp | 3.75 | 2.0 Mil | Financial Services |
Pinnacle Financial Partners Inc | 3.43 | 1.8 Mil | Financial Services |
SouthState Corp | 3.33 | 1.8 Mil | Financial Services |
BOK Financial Corp | 2.13 | 1.1 Mil | Financial Services |
Hancock Whitney Corp | 2.10 | 1.1 Mil | Financial Services |
Columbia Banking System Inc | 2.10 | 1.1 Mil | Financial Services |
Home BancShares Inc | 2.09 | 1.1 Mil | Financial Services |
Bank OZK | 2.09 | 1.1 Mil | Financial Services |