— Know what they know.
Not Investment Advice

SPVM

Invesco S&P 500 Value with Momentum ETF
1W: +2.3% 1M: +4.3% 3M: +10.6% YTD: +14.8% 1Y: +26.9% 3Y: +66.0% 5Y: +80.3%
$78.33
+0.94 (+1.22%)
 
Weekly Expected Move ±1.4%
$75 $76 $77 $78 $79
ETF AMEX · AUM $84.3M
Key Statistics
AUM$84M
Holdings97
Top 10 Wt15.7%
Volume8,434
Avg Volume16,385
Beta0.69
Portfolio Fundamentals
P/E16.3
P/B2.1
Div Yield2.24%
ROE12.7%
% Profitable92%
Inception2011-06-16
Sector Allocation
Financial Services 36.5%
Utilities 13.8%
Energy 12.5%
Industrials 9.2%
Healthcare 8.4%
Consumer Defensive 4.6%
+5 more
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 Allstate Corp/The ALL 1.77% $2.3M 8,880
2 CVS Health Corp CVS 1.65% $2.1M 19,631
3 General Motors Co GM 1.63% $2.1M 25,868
4 Travelers Cos Inc/The TRV 1.63% $2.1M 5,532
5 United Airlines Holdings Inc UAL 1.62% $2.1M 18,002
6 Edison International EIX 1.60% $2.0M 25,444
7 Loews Corp L 1.48% $1.9M 16,344
8 Bunge Global SA 1.47% $1.9M 15,366
9 Hartford Insurance Group Inc/The HIG 1.46% $1.9M 13,088
10 Phillips 66 PSX 1.45% $1.9M 8,973

Recent Holding Changes

Date Holding Change Details
2026-07-24 ADM Changed 19993 → 20485
2026-07-24 KMI Changed 25805 → 26437
2026-07-24 XOM Changed 5721 → 5861
2026-07-24 PPL Changed 27015 → 27679
2026-07-24 ES Changed 18789 → 19249

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

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