Invesco S&P 500 Enhanced Value ETFSPVU
SPVU
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
36% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 11
3% more funds holding
Funds holding: 40 [Q4 2024] → 41 (+1) [Q1 2025]
4% less capital invested
Capital invested by funds: $52.7M [Q4 2024] → $50.8M (-$1.9M) [Q1 2025]
3.49% less ownership
Funds ownership: 55.17% [Q4 2024] → 51.67% (-3.49%) [Q1 2025]
Research analyst outlook
We haven’t received any recent analyst ratings for SPVU.
Financial journalist opinion
Positive
ETF Trends
1 week ago
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.
Positive
Seeking Alpha
3 weeks ago
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.
Positive
Zacks Investment Research
2 months ago
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.
Positive
Zacks Investment Research
5 months ago
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.
Positive
Seeking Alpha
6 months ago
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.
Positive
Zacks Investment Research
6 months ago
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.
Neutral
ETF Trends
9 months ago
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.
Neutral
Zacks Investment Research
1 year ago
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.
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
5 ETF Zones Scaling New Highs at the Start of 2024
The start of 2024 has been weak for the global stock market after a blockbuster 2023. Still, a few corners of the stock market are outperforming, pushing ETFs to new 52-week highs.
Charts implemented using Lightweight Charts™