Invesco S&P SmallCap Momentum ETFXSMO
XSMO
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
133% more funds holding in top 10
Funds holding in top 10: 3 [Q4 2024] → 7 (+4) [Q1 2025]
76% more repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 51
54% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 24
3% more funds holding
Funds holding: 198 [Q4 2024] → 203 (+5) [Q1 2025]
1% less capital invested
Capital invested by funds: $981M [Q4 2024] → $972M (-$8.2M) [Q1 2025]
1.18% less ownership
Funds ownership: 69.64% [Q4 2024] → 68.46% (-1.18%) [Q1 2025]
Research analyst outlook
We haven’t received any recent analyst ratings for XSMO.
Financial journalist opinion
Positive
Zacks Investment Research
2 weeks ago
Court Ruling Lifts Markets: High Beta, Momentum ETFs in Focus
Court ruling halts Trump-era tariffs, boosting stocks and spotlighting high-beta, momentum ETFs like SPHB, MTUM, XMMO, SPMO and XSMO.
Positive
Zacks Investment Research
1 month ago
Should Invesco S&P SmallCap Momentum ETF (XSMO) Be on Your Investing Radar?
Designed to provide broad exposure to the Small Cap Growth segment of the US equity market, the Invesco S&P SmallCap Momentum ETF (XSMO) is a passively managed exchange traded fund launched on 03/03/2005.
Positive
Seeking Alpha
2 months ago
XSMO: A Momentum Fund Outperforming Small-Cap Benchmarks
The Invesco S&P SmallCap Momentum ETF (XSMO) leverages a momentum strategy, focusing on U.S. small-cap stocks with strong relative price performance. XSMO has consistently outperformed small-cap benchmarks, but the current economic environment poses challenges for smaller companies due to high interest rates and potential economic slowdown. The fund's sector allocation has shifted significantly towards financial services, contributing to its attractive valuation and strong profitability metrics compared to peers.
Positive
Zacks Investment Research
3 months ago
Should Invesco S&P SmallCap Momentum ETF (XSMO) Be on Your Investing Radar?
Designed to provide broad exposure to the Small Cap Growth segment of the US equity market, the Invesco S&P SmallCap Momentum ETF (XSMO) is a passively managed exchange traded fund launched on 03/03/2005.
Positive
Zacks Investment Research
4 months ago
ETFs to Play on Gaza Truce, Easing Inflation & Solid Bank Earnings
High beta and high momentum ETFs should win amid the Gaza truce, cooling inflation and solid bank earnings.
Neutral
Seeking Alpha
5 months ago
XSMO: Outperforming For A Few Years, Unconvincing In The Long Run
XSMO: Outperforming For A Few Years, Unconvincing In The Long Run
Positive
Zacks Investment Research
5 months ago
Should Invesco S&P SmallCap Momentum ETF (XSMO) Be on Your Investing Radar?
Launched on 03/03/2005, the Invesco S&P SmallCap Momentum ETF (XSMO) is a passively managed exchange traded fund designed to provide a broad exposure to the Small Cap Growth segment of the US equity market.
Positive
Zacks Investment Research
5 months ago
High Beta & Momentum ETFs to Tap the Santa Claus Rally
High-beta and high-momentum products are expected to outperform as investors are bracing for a Santa Claus rally.
Positive
Zacks Investment Research
7 months ago
Should Invesco S&P SmallCap Momentum ETF (XSMO) Be on Your Investing Radar?
Launched on 03/03/2005, the Invesco S&P SmallCap Momentum ETF (XSMO) is a passively managed exchange traded fund designed to provide a broad exposure to the Small Cap Growth segment of the US equity market.
Positive
Zacks Investment Research
7 months ago
5 Small-Cap ETFs Hover Around an All-Time High: Here's Why
A few small-cap ETFs have been hoovering around an all-time high level.
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