Valued Wealth Advisors LLC Has $507,000 Stock Holdings in Invesco S&P SmallCap Value with Momentum ETF $XSVM

Valued Wealth Advisors LLC trimmed its holdings in Invesco S&P SmallCap Value with Momentum ETF (NYSEARCA:XSVM) by 55.4% in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 8,407 shares of the company’s stock after selling 10,454 shares during the quarter. Invesco S&P SmallCap Value with Momentum ETF comprises 0.2% of Valued Wealth Advisors LLC’s portfolio, making the stock its 29th biggest holding. Valued Wealth Advisors LLC owned about 0.09% of Invesco S&P SmallCap Value with Momentum ETF worth $507,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also added to or reduced their stakes in XSVM. Northwestern Mutual Wealth Management Co. raised its stake in shares of Invesco S&P SmallCap Value with Momentum ETF by 271.8% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 353,900 shares of the company’s stock worth $20,222,000 after acquiring an additional 258,711 shares during the last quarter. Janney Montgomery Scott LLC raised its holdings in Invesco S&P SmallCap Value with Momentum ETF by 173.2% during the 4th quarter. Janney Montgomery Scott LLC now owns 275,638 shares of the company’s stock worth $15,750,000 after purchasing an additional 174,751 shares during the last quarter. Farther Finance Advisors LLC lifted its position in Invesco S&P SmallCap Value with Momentum ETF by 4,382.2% during the 4th quarter. Farther Finance Advisors LLC now owns 32,451 shares of the company’s stock valued at $1,854,000 after purchasing an additional 31,727 shares during the period. Royal Bank of Canada lifted its position in Invesco S&P SmallCap Value with Momentum ETF by 41.7% during the 4th quarter. Royal Bank of Canada now owns 81,249 shares of the company’s stock valued at $4,643,000 after purchasing an additional 23,898 shares during the period. Finally, Private Advisor Group LLC boosted its stake in shares of Invesco S&P SmallCap Value with Momentum ETF by 24.1% in the 3rd quarter. Private Advisor Group LLC now owns 98,349 shares of the company’s stock valued at $5,553,000 after purchasing an additional 19,123 shares during the last quarter.

Invesco S&P SmallCap Value with Momentum ETF Price Performance

Shares of NYSEARCA:XSVM opened at $69.45 on Friday. Invesco S&P SmallCap Value with Momentum ETF has a one year low of $50.75 and a one year high of $70.52. The company has a 50 day moving average of $67.43 and a 200-day moving average of $63.37. The stock has a market cap of $650.75 million, a price-to-earnings ratio of 9.55 and a beta of 1.00.

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.