Lowery Thomas LLC Trims Stock Holdings in Invesco S&P SmallCap Value with Momentum ETF (NYSEARCA:XSVM)

Lowery Thomas LLC reduced its stake in Invesco S&P SmallCap Value with Momentum ETF (NYSEARCA:XSVM) by 3.5% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 18,101 shares of the company’s stock after selling 666 shares during the period. Invesco S&P SmallCap Value with Momentum ETF makes up approximately 0.8% of Lowery Thomas LLC’s portfolio, making the stock its 26th biggest position. Lowery Thomas LLC owned about 0.14% of Invesco S&P SmallCap Value with Momentum ETF worth $981,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors also recently bought and sold shares of the company. Geneos Wealth Management Inc. grew its position in Invesco S&P SmallCap Value with Momentum ETF by 4.9% in the 4th quarter. Geneos Wealth Management Inc. now owns 8,180 shares of the company’s stock valued at $443,000 after acquiring an additional 380 shares in the last quarter. HBW Advisory Services LLC grew its position in Invesco S&P SmallCap Value with Momentum ETF by 4.0% in the 4th quarter. HBW Advisory Services LLC now owns 13,406 shares of the company’s stock valued at $726,000 after acquiring an additional 519 shares in the last quarter. Private Trust Co. NA grew its position in Invesco S&P SmallCap Value with Momentum ETF by 39.9% in the 3rd quarter. Private Trust Co. NA now owns 1,978 shares of the company’s stock valued at $95,000 after acquiring an additional 564 shares in the last quarter. First Command Advisory Services Inc. acquired a new position in Invesco S&P SmallCap Value with Momentum ETF in the 3rd quarter valued at about $33,000. Finally, Southland Equity Partners LLC grew its position in Invesco S&P SmallCap Value with Momentum ETF by 8.4% in the 4th quarter. Southland Equity Partners LLC now owns 9,394 shares of the company’s stock valued at $509,000 after acquiring an additional 731 shares in the last quarter.

Invesco S&P SmallCap Value with Momentum ETF Stock Up 0.9 %

NYSEARCA XSVM traded up $0.47 during trading on Friday, hitting $55.12. The stock had a trading volume of 43,881 shares, compared to its average volume of 73,691. The company has a market capitalization of $777.74 million, a PE ratio of 8.16 and a beta of 1.11. The firm has a 50 day moving average price of $54.73 and a 200 day moving average price of $51.98. Invesco S&P SmallCap Value with Momentum ETF has a twelve month low of $41.79 and a twelve month high of $57.25.

Invesco S&P SmallCap Value with Momentum ETF Company 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.