(SPVM) Invesco SP500 Value with - Ratings and Ratios

The Invesco S&P 500 Value with Momentum ETF (NYSE ARCA: SPVM) is designed to track the performance of the S&P 500 Value with Momentum Index. This index selects 100 stocks from the S&P 500 Parent Index based on their value and momentum scores. The fund typically invests at least 90% of its assets in the securities comprising the index. The index provider uses a rules-based methodology to evaluate stocks for inclusion, focusing on metrics such as price-to-earnings ratio for value and momentum factors like trailing 12-month returns.

The ETF offers exposure to mid-cap value stocks within the S&P 500, combining the principles of value investing with momentum strategies. This dual approach aims to capture undervalued stocks with strong price trends. The funds average volume of 10,293 shares over the past 20 days reflects moderate trading activity. Its current price of $57.23 is slightly below its 20-day SMA of $59.05 and 50-day SMA of $58.77, while aligning closely with its 200-day SMA of $57.31. The ATR of 0.58 indicates relatively low volatility in recent trading sessions.

With an AUM of $43.81 million, the fund operates with a modest asset base, which may impact liquidity for large trades. Its focus on value and momentum makes it a targeted option for investors seeking exposure to mid-cap stocks that meet specific quantitative criteria. The funds structure and methodology aim to balance value investing with momentum-based selection, appealing to investors who want to combine these two investment strategies.