Lowery Thomas LLC Boosts Stock Holdings in Invesco S&P SmallCap Value with Momentum ETF (NYSEARCA:XSVM)

Lowery Thomas LLC grew its stake in shares of Invesco S&P SmallCap Value with Momentum ETF (NYSEARCA:XSVM) by 10.7% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 23,302 shares of the company’s stock after buying an additional 2,259 shares during the quarter. Invesco S&P SmallCap Value with Momentum ETF accounts for approximately 0.9% of Lowery Thomas LLC’s portfolio, making the stock its 28th largest holding. Lowery Thomas LLC owned about 0.16% of Invesco S&P SmallCap Value with Momentum ETF worth $1,281,000 as of its most recent SEC filing.

Several other large investors have also recently modified their holdings of the stock. Wetzel Investment Advisors Inc. boosted its position in Invesco S&P SmallCap Value with Momentum ETF by 64.4% during the 2nd quarter. Wetzel Investment Advisors Inc. now owns 707 shares of the company’s stock valued at $37,000 after buying an additional 277 shares during the period. Financial Gravity Asset Management Inc. bought a new position in shares of Invesco S&P SmallCap Value with Momentum ETF during the second quarter valued at about $72,000. O Shaughnessy Asset Management LLC boosted its holdings in shares of Invesco S&P SmallCap Value with Momentum ETF by 41.9% during the first quarter. O Shaughnessy Asset Management LLC now owns 1,979 shares of the company’s stock worth $113,000 after purchasing an additional 584 shares during the period. Sheets Smith Wealth Management bought a new stake in shares of Invesco S&P SmallCap Value with Momentum ETF in the third quarter worth about $206,000. Finally, Financial Advocates Investment Management bought a new stake in shares of Invesco S&P SmallCap Value with Momentum ETF in the third quarter worth about $228,000.

Invesco S&P SmallCap Value with Momentum ETF Price Performance

XSVM opened at $57.86 on Tuesday. Invesco S&P SmallCap Value with Momentum ETF has a one year low of $48.68 and a one year high of $60.22. The business has a 50 day simple moving average of $55.09 and a two-hundred day simple moving average of $54.62. The firm has a market capitalization of $821.61 million, a price-to-earnings ratio of 8.08 and a beta of 1.09.

Invesco S&P SmallCap Value with Momentum ETF Company Profile

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.