Invesco S&P SmallCap Value with Momentum ETF (XSVM)
|Ex-Dividend Date||Sep 20, 2021|
|Day's Range||52.36 - 53.70|
|Inception Date||Mar 3, 2005|
The investment seeks to track the investment results (before fees and expenses) of the S&P SmallCap 600 High Momentum Value Index (the underlying index). The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. Strictly in accordance with its guidelines and mandated procedures, the index provider compiles, maintains and calculates the underlying index, which is designed to track the performance of approximately 120 stocks in the S&P SmallCap 600® Index that have the highest value and momentum scores.
Top 10 Holdings17.05% of assets
|United Natural Foods||UNFI||1.95%|
|Group 1 Automotive||GPI||1.77%|
|Atlas Air Worldwide Holdings||AAWW||1.74%|
|Mr. Cooper Group||COOP||1.50%|
|Invesco Shrt-Trm Inv Gov&Agcy Instl||AGPXX||1.46%|
|Stewart Information Services||STC||1.27%|
|Sep 20, 2021||$0.155||Sep 30, 2021|
|Jun 21, 2021||$0.10859||Jun 30, 2021|
|Mar 22, 2021||$0.11913||Mar 31, 2021|
|Dec 21, 2020||$0.08676||Dec 31, 2020|
|Sep 21, 2020||$0.065||Sep 30, 2020|
|Jun 22, 2020||$0.08046||Jun 30, 2020|
Fund managers increased their allocation to U.S. equities by 13 percentage points from the previous month to a 29% overweight.
While small-caps can provide ample growth opportunities, getting factor exposure to value and momentum could open up even more avenues with the Invesco S&P SmallCap Value with Momentum ETF (XSVM). Small...
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Small cap strength is showing itself in the Russell 2000, which is up over 46% within the last six months. The Invesco S&P SmallCap Value with Momentum ETF (XSVM), which is up almost 60% in that same ti...
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