Harbor Asset Planning Inc. Buys New Holdings in Invesco S&P SmallCap Value with Momentum ETF $XSVM

Harbor Asset Planning Inc. bought a new stake in shares of Invesco S&P SmallCap Value with Momentum ETF (NYSEARCA:XSVM) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 954 shares of the company’s stock, valued at approximately $50,000.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in XSVM. Avantax Advisory Services Inc. increased its stake in Invesco S&P SmallCap Value with Momentum ETF by 4.4% in the 1st quarter. Avantax Advisory Services Inc. now owns 299,997 shares of the company’s stock worth $15,060,000 after acquiring an additional 12,574 shares during the last quarter. 360 Financial Inc. increased its stake in Invesco S&P SmallCap Value with Momentum ETF by 4.4% in the 1st quarter. 360 Financial Inc. now owns 295,414 shares of the company’s stock worth $14,830,000 after acquiring an additional 12,424 shares during the last quarter. Valmark Advisers Inc. increased its stake in Invesco S&P SmallCap Value with Momentum ETF by 6.2% in the 2nd quarter. Valmark Advisers Inc. now owns 295,307 shares of the company’s stock worth $15,353,000 after acquiring an additional 17,254 shares during the last quarter. Envestnet Asset Management Inc. increased its stake in Invesco S&P SmallCap Value with Momentum ETF by 2.8% in the 1st quarter. Envestnet Asset Management Inc. now owns 137,484 shares of the company’s stock worth $6,902,000 after acquiring an additional 3,771 shares during the last quarter. Finally, CW Advisors LLC bought a new stake in Invesco S&P SmallCap Value with Momentum ETF in the 1st quarter worth approximately $6,204,000.

Invesco S&P SmallCap Value with Momentum ETF Price Performance

NYSEARCA:XSVM opened at $54.80 on Friday. Invesco S&P SmallCap Value with Momentum ETF has a 1 year low of $43.30 and a 1 year high of $61.40. The stock’s 50 day simple moving average is $56.37 and its two-hundred day simple moving average is $52.44. The company has a market cap of $567.18 million, a price-to-earnings ratio of 9.55 and a beta of 1.25.

About Invesco S&P SmallCap Value with Momentum ETF

PowerShares Fundamental Pure Small Value Portfolio (the Fund), formerly PowerShares Dynamic Small Cap Value Portfolio, is based on the RAFI Fundamental Small Value Index (Index). The Fund focuses to invest at least 90% of its total assets in the securities that comprise the Index. The Index is consisted of common stocks of small value the United States companies, including real estate investment trusts (REITs), from a universe consisted of the 2,500 the United States companies.