Invesco S&P 500 Value with Momentum ETFSPVM
SPVM
0
Funds holding %
of 7,425 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
1.05% more ownership
Funds ownership: 36.56% [Q3] → 37.61% (+1.05%) [Q4]
1% more capital invested
Capital invested by funds: $14.3M [Q3] → $14.5M (+$189K) [Q4]
0% more funds holding
Funds holding: 18 [Q3] → 18 (+0) [Q4]
70% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 10
Research analyst outlook
We haven’t received any recent analyst ratings for SPVM.
Financial journalist opinion
Negative
Seeking Alpha
1 month 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.
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