Invesco S&P SmallCap Value with Momentum ETFXSVM
XSVM
0
Funds holding %
of 7,407 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
53% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 15
34% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 38
2% more funds holding
Funds holding: 129 [Q3] → 131 (+2) [Q4]
0% more funds holding in top 10
Funds holding in top 10: 4 [Q3] → 4 (+0) [Q4]
1.44% less ownership
Funds ownership: 61.64% [Q3] → 60.2% (-1.44%) [Q4]
5% less capital invested
Capital invested by funds: $505M [Q3] → $479M (-$26.2M) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for XSVM.
Financial journalist opinion
Positive
Zacks Investment Research
1 week ago
Should Invesco S&P SmallCap Value with Momentum ETF (XSVM) Be on Your Investing Radar?
If you're interested in broad exposure to the Small Cap Value segment of the US equity market, look no further than the Invesco S&P SmallCap Value with Momentum ETF (XSVM), a passively managed exchange traded fund launched on 03/03/2005.
Positive
Zacks Investment Research
1 week ago
Buy High Beta & High Momentum ETFs for Near-Term Gains
In a surprising development in the tariff saga, Trump announced a temporary drop in tariff rates for most countries to 10% for 90 days, triggering a historic stock market surge.
Neutral
ETF Trends
1 month ago
Small Value Momentum in Different Packages
The ETF flow leader board tends to show many large funds getting even larger. However, when I looked last week, one more moderately sized ETF caught my eye.
Positive
Zacks Investment Research
2 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
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
5 months 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
6 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
6 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
7 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
7 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.
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