Invesco S&P 500 Value with Momentum ETF (SPVM)

• Market cap: $65.9M
• 1 day: -0.41%
• 5 days: 1.4%
• 1 month: 4.04%
• 3 months: 12.37%
• 6 months: 14.08%
• Year to date: 13.74%
• 1 year: 13.41%
• 5 years: 82.69%
• 10 years: 133.26%

Fund manager confidence

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

100% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 4

1% more capital invested

Capital invested by funds: $27.1M [Q1] → $27.5M (+$402K) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q1] → 1 (+0) [Q2]

9.02% less ownership

Funds ownership: 53.76% [Q1] → 44.74% (-9.02%) [Q2]

9% less funds holding

Funds holding: 22 [Q1] → 20 (-2) [Q2]

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5