Invesco S&P SmallCap Momentum ETFXSMO
XSMO
0
Funds holding %
of 7,407 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
210% more repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 31
150% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 18
31% more capital invested
Capital invested by funds: $735M [Q3] → $964M (+$229M) [Q4]
13% more funds holding
Funds holding: 171 [Q3] → 194 (+23) [Q4]
0% more funds holding in top 10
Funds holding in top 10: 3 [Q3] → 3 (+0) [Q4]
3.4% less ownership
Funds ownership: 71.84% [Q3] → 68.44% (-3.4%) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for XSMO.
Financial journalist opinion
Positive
Seeking Alpha
3 weeks ago
XSMO: A Momentum Fund Outperforming Small-Cap Benchmarks
The Invesco S&P SmallCap Momentum ETF (XSMO) leverages a momentum strategy, focusing on U.S. small-cap stocks with strong relative price performance. XSMO has consistently outperformed small-cap benchmarks, but the current economic environment poses challenges for smaller companies due to high interest rates and potential economic slowdown. The fund's sector allocation has shifted significantly towards financial services, contributing to its attractive valuation and strong profitability metrics compared to peers.
Positive
Zacks Investment Research
1 month ago
Should Invesco S&P SmallCap Momentum ETF (XSMO) Be on Your Investing Radar?
Designed to provide broad exposure to the Small Cap Growth segment of the US equity market, the Invesco S&P SmallCap Momentum ETF (XSMO) is a passively managed exchange traded fund launched on 03/03/2005.
Positive
Zacks Investment Research
3 months ago
ETFs to Play on Gaza Truce, Easing Inflation & Solid Bank Earnings
High beta and high momentum ETFs should win amid the Gaza truce, cooling inflation and solid bank earnings.
Neutral
Seeking Alpha
3 months ago
XSMO: Outperforming For A Few Years, Unconvincing In The Long Run
XSMO: Outperforming For A Few Years, Unconvincing In The Long Run
Positive
Zacks Investment Research
3 months ago
Should Invesco S&P SmallCap Momentum ETF (XSMO) Be on Your Investing Radar?
Launched on 03/03/2005, the Invesco S&P SmallCap Momentum ETF (XSMO) is a passively managed exchange traded fund designed to provide a broad exposure to the Small Cap Growth segment of the US equity market.
Positive
Zacks Investment Research
3 months ago
High Beta & Momentum ETFs to Tap the Santa Claus Rally
High-beta and high-momentum products are expected to outperform as investors are bracing for a Santa Claus rally.
Positive
Zacks Investment Research
5 months ago
Should Invesco S&P SmallCap Momentum ETF (XSMO) Be on Your Investing Radar?
Launched on 03/03/2005, the Invesco S&P SmallCap Momentum ETF (XSMO) is a passively managed exchange traded fund designed to provide a broad exposure to the Small Cap Growth segment of the US equity market.
Positive
Zacks Investment Research
6 months ago
5 Small-Cap ETFs Hover Around an All-Time High: Here's Why
A few small-cap ETFs have been hoovering around an all-time high level.
Positive
Seeking Alpha
6 months ago
XSMO Is A Large Fish In The Small Pond
Transitioning my portfolio to ETFs, I now seek a small-cap ETF to complete 16.1% of my asset allocation. Small caps offer higher returns but come with increased risks; however, they outperform large caps during downturns. Invesco's S&P SmallCap Momentum ETF (XSMO) shows promise, outperforming IJR in several metrics since its 2019 reformulation.
Neutral
ETF Trends
7 months ago
Positioning Ahead of the Fed: ETFs for a Lower Rate Era
The first cut is the deepest — so they say. As with all complicated relationships, this mantra may certainly ring true for the Federal Reserve and the markets — at least from a psychological standpoint.
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