Kellett Wealth Advisors LLC Raises Holdings in Invesco S&P SmallCap Value with Momentum ETF $XSVM

Kellett Wealth Advisors LLC lifted its holdings in shares of Invesco S&P SmallCap Value with Momentum ETF (NYSEARCA:XSVM) by 33.6% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 63,396 shares of the company’s stock after buying an additional 15,943 shares during the period. Invesco S&P SmallCap Value with Momentum ETF comprises 2.2% of Kellett Wealth Advisors LLC’s investment portfolio, making the stock its 11th biggest holding. Kellett Wealth Advisors LLC owned approximately 0.58% of Invesco S&P SmallCap Value with Momentum ETF worth $3,296,000 as of its most recent SEC filing.

A number of other large investors have also modified their holdings of the business. Eagle Strategies LLC raised its stake in shares of Invesco S&P SmallCap Value with Momentum ETF by 6.2% during the 2nd quarter. Eagle Strategies LLC now owns 6,777 shares of the company’s stock worth $352,000 after buying an additional 396 shares in the last quarter. Valmark Advisers Inc. grew its holdings in shares of Invesco S&P SmallCap Value with Momentum ETF by 6.2% in the 2nd quarter. Valmark Advisers Inc. now owns 295,307 shares of the company’s stock worth $15,353,000 after acquiring an additional 17,254 shares during the period. Ameritas Advisory Services LLC acquired a new stake in shares of Invesco S&P SmallCap Value with Momentum ETF in the 2nd quarter worth approximately $79,000. Cooper Financial Group grew its holdings in shares of Invesco S&P SmallCap Value with Momentum ETF by 0.4% in the 2nd quarter. Cooper Financial Group now owns 68,666 shares of the company’s stock worth $3,570,000 after acquiring an additional 241 shares during the period. Finally, Dopkins Wealth Management LLC grew its holdings in shares of Invesco S&P SmallCap Value with Momentum ETF by 60.6% in the 2nd quarter. Dopkins Wealth Management LLC now owns 45,081 shares of the company’s stock worth $2,344,000 after acquiring an additional 17,015 shares during the period.

Invesco S&P SmallCap Value with Momentum ETF Price Performance

XSVM opened at $54.92 on Tuesday. The stock has a market cap of $568.42 million, a P/E ratio of 9.55 and a beta of 1.25. The stock’s 50 day simple moving average is $56.17 and its 200 day simple moving average is $52.35. Invesco S&P SmallCap Value with Momentum ETF has a 1-year low of $43.30 and a 1-year high of $61.40.

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.