Invesco S&P 500 Enhanced Value ETFSPVU
SPVU
0
Funds holding %
of 6,809 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
11% more funds holding
Funds holding: 37 [Q2] → 41 (+4) [Q3]
0.77% less ownership
Funds ownership: 51.52% [Q2] → 50.75% (-0.77%) [Q3]
7% less capital invested
Capital invested by funds: $56.8M [Q2] → $52.6M (-$4.25M) [Q3]
55% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 20
Research analyst outlook
We haven’t received any recent analyst ratings for SPVU.
Financial journalist opinion
Based on 3 articles about SPVU published over the past 30 days
Positive
Zacks Investment Research
3 days ago
Unwrapping 5 ETF Surprises From Secret Santa for Christmas
The current dip has made many ETFs attractive, and we call them "Secret Santa." These could surprise investors with big returns this Christmas.
Positive
Seeking Alpha
2 weeks ago
SPVU: Improved Outlook But This Enhanced Value ETF Isn't The Best Choice
SPVU tracks the S&P 500 Enhanced Value Index, selecting securities based on book value to price, earnings to price, and sales to price. Its expense ratio is 0.13%. Importantly, the Index only considers trailing metrics, potentially exposing investors in fast-changing markets. It also does not account for sector biases, leading to 40% exposure in Financials. I've observed SPVU often outperforms after a bad year, though this is also true for the Financial sector. Still, it tends to lag behind broad-based funds in the long run.
Positive
Zacks Investment Research
2 weeks ago
Will Strong GDP Growth Drive Value ETFs in 2025?
With strong GDP growth likely in 2025, strategists anticipate continued market gains, particularly in value stocks and GDP-sensitive sectors.
Neutral
ETF Trends
3 months ago
Berkshire Hathaway vs Nvidia: The Battle Between Value & Growth
This has been an interesting week to try and make sense of the investment opportunity set right in front of us.
Neutral
Zacks Investment Research
10 months ago
Time for Value ETFs as March Rate Cut Unlikely?
The Fed seeks more confidence in falling inflation before considering a rate cut. This approach, while prudent from an inflation containment perspective, has led to uncertainty and caution on Wall Street.
Positive
Seeking Alpha
10 months ago
January FOMC Meeting Review: The 'Fed-Amental' Attribution Error
The Federal Reserve kept rates steady and maintained a hawkish stance toward inflation while acknowledging an outstanding economy and progress in vanquishing inflationary pressure. Expectations for rate cuts in March were dampened by a change in statement language and Powell's comments in the press conference.
Positive
Zacks Investment Research
11 months ago
5 ETF Zones Scaling New Highs at the Start of 2024
The start of 2024 has been weak for the global stock market after a blockbuster 2023. Still, a few corners of the stock market are outperforming, pushing ETFs to new 52-week highs.
Positive
Zacks Investment Research
1 year ago
A Tribute to Munger With His Philosophy-Enriched ETFs
Charlie Munger's investment philosophy, which prioritizes quality, selective investing, and a long-term perspective, can influence ETF investors to be discerning in their choices and avoid excessive diversification.
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