Invesco S&P 500 Value with Momentum ETFSPVM
SPVM
0
Funds holding %
of 7,327 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
86% more capital invested
Capital invested by funds: $14.6M [Q4 2024] → $27.1M (+$12.6M) [Q1 2025]
22% more funds holding
Funds holding: 18 [Q4 2024] → 22 (+4) [Q1 2025]
15.97% more ownership
Funds ownership: 37.79% [Q4 2024] → 53.76% (+15.97%) [Q1 2025]
50% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 8
Research analyst outlook
We haven’t received any recent analyst ratings for SPVM.
Financial journalist opinion
Negative
Seeking Alpha
4 months ago
SPVM: Disappointing Combination Of Value And Momentum
Invesco S&P 500 Value with Momentum ETF has a portfolio of 100 stocks and started its current strategy in June 2019. SPVM has underperformed the S&P 500 Index, the S&P 500 Value Index and other "value and momentum" ETFs. I give SPVM a Sell rating due to underperformance and risks related to concentration in financials.
Positive
Zacks Investment Research
1 year ago
Large-Cap Value ETF (SPVM) Hits New 52-Week High
For investors seeking momentum, Invesco S&P 500 Value with Momentum ETF SPVM is probably on the radar. The fund just hit a 52-week high and moved up 23% from its 52-week low price of $44.46 per share.
Positive
Seeking Alpha
1 year ago
January FOMC Meeting Review: The 'Fed-Amental' Attribution Error
The Federal Reserve kept rates steady and maintained a hawkish stance toward inflation while acknowledging an outstanding economy and progress in vanquishing inflationary pressure. Expectations for rate cuts in March were dampened by a change in statement language and Powell's comments in the press conference.
Positive
Zacks Investment Research
1 year ago
How to Trade With ETFs & Win in a Record-High Market?
The U.S. market is in great shape as 2023 comes to a close, thanks mainly to a less-hawkish Fed, an Artificial Intelligence (AI) boom and dissipating global growth worries. This is how you can navigate the record high market.
Charts implemented using Lightweight Charts™