Invesco S&P 500 Enhanced Value ETF

SPVU

Market cap $111M

Overview Fund Activity

54.86 USD

-0.02

0.04%

At close Updated Sep 18, 12:17 PM EDT

1 day

-0.04%

5 days

-0.56%

1 month

3.9%

3 months

7.23%

6 months

6.92%

Year to date

11.75%

1 year

10.78%

5 years

92.76%

10 years

116.07%

Financials Asset Management

0

Funds holding %

of 7,463 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

125% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 8

13% more capital invested

Capital invested by funds: $50.8M [Q1] → $57.4M (+$6.61M) [Q2]

0.37% more ownership

Funds ownership: 51.67% [Q1] → 52.05% (+0.37%) [Q2]

0% more funds holding

Funds holding: 41 [Q1] → 41 (+0) [Q2]

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

See Fund Rankings

Financial journalist opinion

Zacks Investment Research

Fed Cuts Rates & Hints at Two More Cuts in 2025: ETFs to Play

Fed's rate cut and hints of more such moves in 2025 spotlight ETFs like SPVU, RTH, SPSM, XYLD, CHAT and HYDR for growth and income plays.

Fed Cuts Rates & Hints at Two More Cuts in 2025: ETFs to Play

Zacks Investment Research

Value Outshines Growth: 5 ETF Winners Over the Past Week

Value ETFs witness a surge as tech falters, with SPVU, RPV, RZV, RFV and GVLU gaining on rate cut bets and rotation into defensive sectors.

Value Outshines Growth: 5 ETF Winners Over the Past Week

Regarding Value ETFs, Purity Matters

Value stocks and related ETFs have been decent performers of late. They've been generating buzz for a group of equities that long trailed growth stocks.

Regarding Value ETFs, Purity Matters

SPVU: A Decent, But Uninspiring Equity ETF

SPVU uses backward-looking value criteria, leading to underperformance versus SPY and missing out on major tech gains. The fund's heavy weighting in financials and energy, along with low liquidity, raises concerns about risk and portfolio quality. Given persistent underperformance and structural issues, I do not see SPVU as the top value ETF option for investors.

SPVU: A Decent, But Uninspiring Equity ETF

Zacks Investment Research

5 Undervalued ETFs to Ride on Powell's Market Optimism

The Fed lifted market confidence amid economic uncertainty, leading to a rally in the U.S. stock market.

5 Undervalued ETFs to Ride on Powell's Market Optimism

Zacks Investment Research

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.

Unwrapping 5 ETF Surprises From Secret Santa for Christmas

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.

SPVU: Improved Outlook But This Enhanced Value ETF Isn't The Best Choice

Zacks Investment Research

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.

Will Strong GDP Growth Drive Value ETFs in 2025?

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.

Berkshire Hathaway vs Nvidia: The Battle Between Value & Growth

Zacks Investment Research

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.

See News Rankings

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