Invesco S&P SmallCap Value with Momentum ETF
XSVM
Market cap $840M

56.07 USD

+0.10

0.18%

At close Oct 17, 4:00 PM EDT

1 day

0.18%

5 days

3.99%

1 month

1.95%

3 months

-2.10%

6 months

5.79%

Year to date

3.87%

1 year

17.47%

5 years

83.12%

0

Funds holding %

of 6,740 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

90% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 10

85% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 33

7% more funds holding

Funds holding: 125 [Q1] → 134 (+9) [Q2]

4.08% less ownership

Funds ownership: 63.75% [Q1] → 59.67% (-4.08%) [Q2]

11% less capital invested

Capital invested by funds: $503M [Q1] → $450M (-$53.4M) [Q2]

25% less funds holding in top 10

Funds holding in top 10: 4 [Q1] → 3 (-1) [Q2]

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Research analyst outlook

We haven’t received any recent analyst ratings for XSVM.

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Financial journalist opinion

Investors Business Daily

Cathie Wood's ETF Isn't The Only One Missing This Year's Rally

The S&P 500 has returned a remarkable 23% this year. So if you own an ETF that's not up as much as that — it really stings.

Cathie Wood's ETF Isn't The Only One Missing This Year's Rally

Zacks Investment Research

Should Invesco S&P SmallCap Value with Momentum ETF (XSVM) Be on Your Investing Radar?

The Invesco S&P SmallCap Value with Momentum ETF (XSVM) was launched on 03/03/2005, and is a passively managed exchange traded fund designed to offer broad exposure to the Small Cap Value segment of the US equity market.

Should Invesco S&P SmallCap Value with Momentum ETF (XSVM) Be on Your Investing Radar?

XSVM: Mixing Value With Momentum

XSVM tracks the S&P 600 High Momentum Value Index, focusing on small-cap stocks with high value and momentum scores. The ETF aims to blend defensive value traits with momentum, but this may not be the best combination of factors for long-term investors. Its performance has been more or less the same as its peers' since its inception but it has underperformed consistently for a very long time.

XSVM: Mixing Value With Momentum

XSVM: Wait And See Approach Is Warranted For Low-Valuation Small-Cap ETF

The Invesco S&P SmallCap Value with Momentum ETF offers exposure to small-cap companies with low valuations and strong recent performance, outperforming small-cap indexes long term. XSVM's portfolio is heavily weighted towards financial services, consumer discretionary, and industrial sectors, with low exposure to technology and healthcare, resulting in lower valuations. Despite recent underperformance, XSVM's low valuations and high growth profile make it a compelling watch list candidate for economic recovery and future growth.

XSVM: Wait And See Approach Is Warranted For Low-Valuation Small-Cap ETF

Zacks Investment Research

Time for Momentum ETFs?

On Monday, U.S. stocks closed at session highs, continuing their rally from last week's strong performance.

Time for Momentum ETFs?

Zacks Investment Research

Momentum ETFs to Play as Wall Street Rallies?

Stocks surged higher on Thursday as retail sales showed gains and Fed cues of interest rate cuts.

Momentum ETFs to Play as Wall Street Rallies?

Zacks Investment Research

Should Invesco S&P SmallCap Value with Momentum ETF (XSVM) Be on Your Investing Radar?

Launched on 03/03/2005, the Invesco S&P SmallCap Value with Momentum ETF (XSVM) is a passively managed exchange traded fund designed to provide a broad exposure to the Small Cap Value segment of the US equity market.

Should Invesco S&P SmallCap Value with Momentum ETF (XSVM) Be on Your Investing Radar?

Zacks Investment Research

Small-Cap ETF (XSVM) Hits New 52-Week High

For investors seeking momentum, Invesco S&P SmallCap Value with Momentum ETF XSVM is probably on the radar. The fund just hit a 52-week high and is up 28% from its 52-week low price of $44.86/share.

Small-Cap ETF (XSVM) Hits New 52-Week High

Zacks Investment Research

Should Invesco S&P SmallCap Value with Momentum ETF (XSVM) Be on Your Investing Radar?

Launched on 03/03/2005, the Invesco S&P SmallCap Value with Momentum ETF (XSVM) is a passively managed exchange traded fund designed to provide a broad exposure to the Small Cap Value segment of the US equity market.

Should Invesco S&P SmallCap Value with Momentum ETF (XSVM) Be on Your Investing Radar?

XSVM: Valuation And Growth Are Attractive, Returns, Not So Much

Invesco S&P SmallCap Value with Momentum ETF selects and weights small-cap stocks based on 3 valuation ratios and momentum. Not only is the valuation attractive, but fundamental growth rates are also superior to the benchmark. The XSVM ETF has not brought significant excess return or risk reduction relative to its parent index in 19 years, and it has been average among peers.

XSVM: Valuation And Growth Are Attractive, Returns, Not So Much

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