Oath Planning LLC Makes New $787,000 Investment in Invesco S&P SmallCap Value with Momentum ETF $XSVM

Oath Planning LLC purchased a new position in Invesco S&P SmallCap Value with Momentum ETF (NYSEARCA:XSVM) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 13,779 shares of the company’s stock, valued at approximately $787,000. Invesco S&P SmallCap Value with Momentum ETF makes up approximately 0.8% of Oath Planning LLC’s portfolio, making the stock its 23rd biggest position. Oath Planning LLC owned 0.15% of Invesco S&P SmallCap Value with Momentum ETF at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in XSVM. NewEdge Advisors LLC lifted its holdings in shares of Invesco S&P SmallCap Value with Momentum ETF by 59.7% during the third quarter. NewEdge Advisors LLC now owns 575 shares of the company’s stock worth $32,000 after purchasing an additional 215 shares during the period. JPMorgan Chase & Co. acquired a new stake in shares of Invesco S&P SmallCap Value with Momentum ETF during the third quarter worth about $68,000. Allworth Financial LP lifted its holdings in shares of Invesco S&P SmallCap Value with Momentum ETF by 1,473.9% during the fourth quarter. Allworth Financial LP now owns 1,448 shares of the company’s stock worth $83,000 after purchasing an additional 1,356 shares during the period. Capital Analysts LLC acquired a new stake in shares of Invesco S&P SmallCap Value with Momentum ETF during the fourth quarter worth about $92,000. Finally, O Shaughnessy Asset Management LLC lifted its holdings in shares of Invesco S&P SmallCap Value with Momentum ETF by 7.6% during the fourth quarter. O Shaughnessy Asset Management LLC now owns 2,620 shares of the company’s stock worth $150,000 after purchasing an additional 184 shares during the period.

Invesco S&P SmallCap Value with Momentum ETF Stock Up 1.4%

Invesco S&P SmallCap Value with Momentum ETF stock opened at $68.49 on Friday. Invesco S&P SmallCap Value with Momentum ETF has a 52 week low of $49.63 and a 52 week high of $68.57. The company has a market capitalization of $635.59 million, a price-to-earnings ratio of 9.55 and a beta of 1.00. The stock has a 50-day moving average price of $65.24 and a 200 day moving average price of $61.78.

About Invesco S&P SmallCap Value with Momentum ETF

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. The Fund focuses to invest at least 90% of its total assets in the component securities, which comprise the Underlying Index.