Invesco S&P SmallCap Value with Momentum ETFXSVM
XSVM
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
0.18% more ownership
Funds ownership: 60.65% [Q4 2024] → 60.83% (+0.18%) [Q1 2025]
0% more funds holding in top 10
Funds holding in top 10: 4 [Q4 2024] → 4 (+0) [Q1 2025]
11% less funds holding
Funds holding: 133 [Q4 2024] → 118 (-15) [Q1 2025]
13% less repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 52
21% less capital invested
Capital invested by funds: $482M [Q4 2024] → $379M (-$103M) [Q1 2025]
50% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 20
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $5K
Research analyst outlook
We haven’t received any recent analyst ratings for XSVM.
Financial journalist opinion
Positive
Zacks Investment Research
2 days ago
Should Invesco S&P SmallCap Value with Momentum ETF (XSVM) Be on Your Investing Radar?
Launched on 03/03/2005, the Invesco S&P SmallCap Value with Momentum ETF (XSVM) is a passively managed exchange traded fund designed to provide a broad exposure to the Small Cap Value segment of the US equity market.

Positive
Zacks Investment Research
1 month ago
Trade Hopes Boost Wall Street: ETFs to Tap
U.S. stock markets climbed on Thursday, thanks to President Trump's announcement of a new trade agreement with the UK and his upbeat comments on future negotiations with China. The Nasdaq Composite gained about 1%, while both the S&P 500 and the Dow Jones Industrial Average rose roughly 0.6%.

Positive
Zacks Investment Research
1 month ago
High-Beta & Momentum ETFs to Play on Hints of Easing Trade Tensions?
Trump signals steep China tariffs may drop, boosting hopes for trade de-escalation.

Positive
Zacks Investment Research
2 months ago
Should Invesco S&P SmallCap Value with Momentum ETF (XSVM) Be on Your Investing Radar?
If you're interested in broad exposure to the Small Cap Value segment of the US equity market, look no further than the Invesco S&P SmallCap Value with Momentum ETF (XSVM), a passively managed exchange traded fund launched on 03/03/2005.

Positive
Zacks Investment Research
2 months ago
Buy High Beta & High Momentum ETFs for Near-Term Gains
In a surprising development in the tariff saga, Trump announced a temporary drop in tariff rates for most countries to 10% for 90 days, triggering a historic stock market surge.

Neutral
ETF Trends
3 months ago
Small Value Momentum in Different Packages
The ETF flow leader board tends to show many large funds getting even larger. However, when I looked last week, one more moderately sized ETF caught my eye.

Positive
Zacks Investment Research
4 months ago
Should Invesco S&P SmallCap Value with Momentum ETF (XSVM) Be on Your Investing Radar?
Launched on 03/03/2005, the Invesco S&P SmallCap Value with Momentum ETF (XSVM) is a passively managed exchange traded fund designed to provide a broad exposure to the Small Cap Value segment of the US equity market.

Positive
Zacks Investment Research
6 months ago
Should Invesco S&P SmallCap Value with Momentum ETF (XSVM) Be on Your Investing Radar?
Launched on 03/03/2005, the Invesco S&P SmallCap Value with Momentum ETF (XSVM) is a passively managed exchange traded fund designed to provide a broad exposure to the Small Cap Value segment of the US equity market.

Positive
Seeking Alpha
7 months ago
XSVM Ready For The "Make America Great Again" Trump Wave
Small caps, heavily influenced by domestic conditions, align with Trump's “Make America Great Again” strategy. XSVM ETF could benefit from Trump's policies and Fed rate cuts, thanks to an improvement in short-term financial conditions. Despite long-term risks of inflation and downturns, XSVM's approach, tracking the S&P SmallCap 600 High Momentum Value Index, balances value and momentum for potential volatility control.

Negative
Investors Business Daily
7 months ago
Cathie Wood's ETF Isn't The Only One Missing This Year's Rally
The S&P 500 has returned a remarkable 23% this year. So if you own an ETF that's not up as much as that — it really stings.

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