Brightwater Advisory LLC Lowers Position in Invesco S&P SmallCap Value with Momentum ETF (NYSEARCA:XSVM)

Brightwater Advisory LLC trimmed its holdings in shares of Invesco S&P SmallCap Value with Momentum ETF (NYSEARCA:XSVM) by 3.4% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 8,388 shares of the company’s stock after selling 292 shares during the quarter. Brightwater Advisory LLC’s holdings in Invesco S&P SmallCap Value with Momentum ETF were worth $457,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also added to or reduced their stakes in the company. FMR LLC grew its holdings in shares of Invesco S&P SmallCap Value with Momentum ETF by 11.5% during the third quarter. FMR LLC now owns 1,902 shares of the company’s stock worth $105,000 after purchasing an additional 196 shares in the last quarter. Sigma Planning Corp lifted its position in Invesco S&P SmallCap Value with Momentum ETF by 6.8% during the third quarter. Sigma Planning Corp now owns 6,911 shares of the company’s stock valued at $380,000 after purchasing an additional 437 shares during the last quarter. Southland Equity Partners LLC grew its stake in Invesco S&P SmallCap Value with Momentum ETF by 4.4% in the 4th quarter. Southland Equity Partners LLC now owns 10,556 shares of the company’s stock worth $575,000 after buying an additional 442 shares in the last quarter. Howe & Rusling Inc. purchased a new position in Invesco S&P SmallCap Value with Momentum ETF in the 3rd quarter worth approximately $26,000. Finally, Aspire Wealth Management Corp raised its position in shares of Invesco S&P SmallCap Value with Momentum ETF by 0.4% during the 3rd quarter. Aspire Wealth Management Corp now owns 125,454 shares of the company’s stock valued at $6,899,000 after buying an additional 481 shares in the last quarter.

Invesco S&P SmallCap Value with Momentum ETF Stock Performance

NYSEARCA XSVM opened at $53.78 on Wednesday. The company has a market capitalization of $703.44 million, a P/E ratio of 10.32 and a beta of 1.25. Invesco S&P SmallCap Value with Momentum ETF has a 52-week low of $50.79 and a 52-week high of $61.40. The company has a fifty day moving average of $54.67 and a 200-day moving average of $55.46.

Invesco S&P SmallCap Value with Momentum ETF 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.