Janney Montgomery Scott LLC lessened its holdings in Invesco S&P SmallCap Value with Momentum ETF (NYSEARCA:XSVM – Free Report) by 49.9% in the first quarter, HoldingsChannel reports. The fund owned 138,157 shares of the company’s stock after selling 137,481 shares during the period. Janney Montgomery Scott LLC’s holdings in Invesco S&P SmallCap Value with Momentum ETF were worth $8,325,000 as of its most recent filing with the SEC.
Several other institutional investors and hedge funds have also modified their holdings of the business. Dopkins Wealth Management LLC raised its stake in Invesco S&P SmallCap Value with Momentum ETF by 2.9% in the 1st quarter. Dopkins Wealth Management LLC now owns 45,290 shares of the company’s stock worth $2,729,000 after purchasing an additional 1,262 shares in the last quarter. NewEdge Advisors LLC grew its position in shares of Invesco S&P SmallCap Value with Momentum ETF by 812.5% during the 4th quarter. NewEdge Advisors LLC now owns 5,247 shares of the company’s stock worth $300,000 after purchasing an additional 4,672 shares in the last quarter. Garton & Associates Financial Advisors LLC bought a new position in shares of Invesco S&P SmallCap Value with Momentum ETF during the fourth quarter worth approximately $32,000. Maia Wealth LLC increased its holdings in shares of Invesco S&P SmallCap Value with Momentum ETF by 26.2% during the fourth quarter. Maia Wealth LLC now owns 6,021 shares of the company’s stock worth $379,000 after purchasing an additional 1,249 shares during the period. Finally, IHT Wealth Management LLC increased its holdings in shares of Invesco S&P SmallCap Value with Momentum ETF by 24.9% during the fourth quarter. IHT Wealth Management LLC now owns 32,464 shares of the company’s stock worth $1,855,000 after purchasing an additional 6,482 shares during the period.
Invesco S&P SmallCap Value with Momentum ETF Stock Performance
NYSEARCA XSVM opened at $69.55 on Friday. The company has a market cap of $650.29 million, a price-to-earnings ratio of 9.55 and a beta of 1.00. The company has a 50 day moving average of $67.15 and a 200-day moving average of $63.05. Invesco S&P SmallCap Value with Momentum ETF has a 1-year low of $50.75 and a 1-year high of $70.52.
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. The Fund focuses to invest at least 90% of its total assets in the component securities, which comprise the Underlying Index.
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