Invesco S&P 500 Enhanced Value ETF
New York Stock Exchange ArcaCapital Structure
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in mil. unless spec.Working Capital
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in mil. unless spec.Growth Rates
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in mil. unless spec.Quarterly Revenue
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- United States of America
- IPO Date
- Oct 9, 2015
- CIK
- 0001378872
- Similar Companies
- Business
- Invesco S&P 500 Enhanced Value ETF (SPVU) is an exchange-traded fund that seeks to track the performance of the S&P 500 Enhanced Value Index by investing at least 90% of its total assets in common stocks comprising the index; the index selects approximately 100 S&P 500 constituents exhibiting the highest value scores, weighted by a combination of market capitalization and value metrics, with semi-annual reconstitution and rebalancing on the third Fridays of June and December. The fund's portfolio emphasizes sectors such as financials (approximately 35%), energy (17%), and health care (17%), featuring top holdings including Bank of America, UnitedHealth Group, Exxon Mobil, Berkshire Hathaway, and Wells Fargo; it maintains around 99-102 holdings, a total expense ratio of 0.13%, and a focus on large-cap U.S. value equities for institutional and retail investors seeking enhanced value exposure within the S&P 500 universe. SPVU trades on NYSE Arca and is part of Invesco Exchange-Traded Fund Trust II, issued by Invesco Ltd., a global investment manager founded in 1935 and headquartered at Midtown Union, 1331 Spring Street, Atlanta, Georgia. In April 2025, Invesco Ltd. announced a strategic transaction with MassMutual involving the repurchase of $1 billion in preferred stock and a new product and distribution partnership with Barings to deliver income solutions for the U.S. wealth segment, enhancing balance sheet flexibility and earnings potential. In May 2025, Invesco launched three new active ETFs—Invesco QQQ Hedged Advantage ETF (QQHG), Invesco Comstock Contrarian Equity ETF (CSTK), and Invesco Managed Futures Strategy ETF (IMF)—advancing its active management capabilities and complementing passive offerings like SPVU amid ongoing expansion in ETF strategies. The fund operates exclusively in U.S. markets with over 99% geographic allocation to the United States, serving a broad base of value-oriented investors through Invesco's global platform managing over $2 trillion in assets.
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