Invesco S&P 500 Value with Momentum ETF
SPVM
New York Stock Exchange Arca- -
USD
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- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management - Global
- Address
- 3500 Lacey Road Downers Grove IL United States of America 60515
- IPO Date
- Jun 16, 2011
- CIK
- 0001378872
- Website
- invesco.com
- Similar Companies
- Business
- Invesco S&P 500 Value with Momentum ETF (SPVM) is an exchange-traded fund that seeks to track the investment results, before fees and expenses, of the S&P 500 High Momentum Value Index. The fund invests at least 90% of its total assets in securities comprising the underlying index, which measures the performance of approximately 100 stocks from the S&P 500 Index exhibiting relatively high value and momentum scores; these constituents are selected based on systematic value factors such as book value-to-price and momentum factors including recent price performance. SPVM offers investors targeted exposure to large-cap U.S. equities blending value and momentum investment styles, with a net expense ratio of 0.39%, daily pricing, and availability primarily to U.S. investors. Managed by Invesco Ltd., a global investment management firm founded in 1935 with roots tracing back to Investment Counsel, Inc. in Atlanta, Georgia—its current headquarters—SPVM operates within Invesco's extensive lineup of exchange-traded funds under the PowerShares brand, acquired in 2006 to bolster ETF capabilities. The ETF, launched on June 16, 2011, targets institutional and retail investors seeking mid-cap value and large-cap blend strategies, with total net assets of approximately $88.57 million to $90.44 million as of recent data. Invesco manages the fund through a team including Peter Hubbard (since inception), Michael Jeanette, Tony Seisser, and Pratik Doshi. Recent developments for SPVM reflect ongoing index reconstitutions aligned with standard quarterly rebalancing of the S&P 500 High Momentum Value Index, including portfolio adjustments to maintain exposure to high-scoring value-momentum stocks amid market shifts. Invesco, as issuer, continues to emphasize ETF growth, with no major product relaunches or name changes for SPVM in the last 1-2 years, though the firm faced scrutiny in February 2025 from 17 U.S. state attorneys general over disclosures related to China investments—unrelated to this specific ETF. Broader Invesco strategic expansions in ETFs persist, building on historical acquisitions like OppenheimerFunds in 2018, supporting SPVM's position in the U.S. equities segment.