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XSVM

Invesco S&P SmallCap Value with Momentum ETF
1W: +0.2% 1M: +1.3% 3M: +4.0% YTD: +14.3% 1Y: +30.6% 3Y: +62.0% 5Y: +40.4%
$66.35
+0.49 (+0.74%)
 
Weekly Expected Move ±2.3%
$61 $63 $64 $66 $67
ETF AMEX · AUM $618.0M
Key Statistics
AUM$618M
Holdings118
Top 10 Wt15.7%
Volume13,354
Avg Volume30,811
Beta1.02
Portfolio Fundamentals
P/E14.6
P/B1.3
Div Yield2.46%
ROE7.4%
% Profitable82%
Inception2005-03-03
Sector Allocation
Financial Services 39.7%
Consumer Cyclical 16.2%
Energy 10.9%
Technology 8.3%
Consumer Defensive 7.1%
Real Estate 5.7%
+6 more
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 StoneX Group Inc SNEX 1.99% $11.7M 107,297
2 Vishay Intertechnology Inc VSH 1.80% $10.6M 286,202
3 MarineMax Inc HZO 1.79% $10.6M 334,401
4 United Natural Foods Inc UNFI 1.75% $10.3M 205,474
5 Andersons Inc/The ANDE 1.68% $9.9M 141,351
6 Par Pacific Holdings Inc PARR 1.47% $8.7M 140,582
7 Genworth Financial Inc GNW 1.31% $7.7M 845,171
8 Sonic Automotive Inc SAH 1.30% $7.7M 105,403
9 Scholastic Corp SCHL 1.30% $7.6M 190,666
10 Dorian LPG Ltd LPG 1.27% $7.3M 172,449

Recent Holding Changes

Date Holding Change Details
2026-05-22 ADAMM New
2026-05-22 ADAMH Removed
2026-05-21 AGPXX Changed 87716 → 99224
2026-05-18 AXL Changed 1289062 → 1277910
2026-05-18 SBCF Changed 104181 → 103277

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms