Invesco S&P SmallCap Value with Momentum ETFXSVM
XSVM
0
Funds holding %
of 6,809 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
50% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 40
33% more funds holding in top 10
Funds holding in top 10: 3 [Q2] → 4 (+1) [Q3]
5% more capital invested
Capital invested by funds: $481M [Q2] → $505M (+$24M) [Q3]
2.12% less ownership
Funds ownership: 63.76% [Q2] → 61.64% (-2.12%) [Q3]
4% less funds holding
Funds holding: 134 [Q2] → 129 (-5) [Q3]
26% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 19
Research analyst outlook
We haven’t received any recent analyst ratings for XSVM.
Financial journalist opinion
Positive
Zacks Investment Research
2 weeks ago
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.
Positive
Seeking Alpha
1 month ago
XSVM Ready For The "Make America Great Again" Trump Wave
Small caps, heavily influenced by domestic conditions, align with Trump's “Make America Great Again” strategy. XSVM ETF could benefit from Trump's policies and Fed rate cuts, thanks to an improvement in short-term financial conditions. Despite long-term risks of inflation and downturns, XSVM's approach, tracking the S&P SmallCap 600 High Momentum Value Index, balances value and momentum for potential volatility control.
Negative
Investors Business Daily
2 months ago
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.
Positive
Zacks Investment Research
2 months ago
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.
Positive
Seeking Alpha
3 months ago
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.
Positive
Seeking Alpha
3 months ago
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.
Positive
Zacks Investment Research
4 months ago
Time for Momentum ETFs?
On Monday, U.S. stocks closed at session highs, continuing their rally from last week's strong performance.
Positive
Zacks Investment Research
4 months ago
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.
Positive
Zacks Investment Research
4 months ago
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.
Positive
Zacks Investment Research
4 months ago
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.
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