Invesco S&P 500 Concentrated QVM ETF
Invesco S&P 500 Concentrated QVM ETF
Your view on QVMT
Overview
What the company does, where it operates, and who runs it.
About Invesco S&P 500 Concentrated QVM ETF
- Industry
- Asset Management - Global
- Sector
- Financial Services
- CEO
- Not available
- Headquarters
- 3500 Lacey Road, Downers Grove, IL, US
- Industry
- Asset Management - Global
- Sector
- Financial Services
- CEO
- Not available
- Headquarters
- 3500 Lacey Road, Downers Grove, IL, US
The Invesco S&P 500 Concentrated QVM ETF (SPVU) employs a highly aggressive, value-oriented investment strategy within the S&P 500 universe. It constructs a portfolio of 100 S&P 500 constituents, specifically selecting those with the highest value scores. These scores are rigorously computed using a combination of book-to-price, earnings-to-price, and sales-to-price ratios. The weighting of chosen stocks within the ETF is based on their individual value scores, proportionally adjusted by their market capitalization. This selective approach often leads to a portfolio characterized by significant sector concentrations and a general inclination towards smaller-capitalization companies. By exclusively targeting the top quintile of value stocks, SPVU’s methodology inherently results in distinctive, high-conviction allocations, deliberately bypassing companies that sit closer to the middle of the investment style spectrum. The underlying index undergoes a semi-annual reconstitution and rebalancing process.
Media
Infographics, videos, and posts covering the company.
Stock Data
Price chart, volume, and trading data.
Fair Value
What FRC thinks the stock is worth vs. the current price.
FRC's fair value estimate for Invesco S&P 500 Concentrated QVM ETF, and the rating behind it. FRC analysts run the firm's valuation model across the companies on this platform to estimate what each one is worth, rather than republishing a consensus average. Shows the current estimate, our rating, and when it was last revised. A free account covers 7 company valuations a month; a paid subscription is unlimited.
Financial Ratios
Profitability, returns, valuation, and leverage ratios.
Valuation, profitability, liquidity and leverage ratios for Invesco S&P 500 Concentrated QVM ETF. P/E, P/B, EV/EBITDA, margins, return on equity, current ratio and debt coverage, each shown against the company's own history.
Dividend Analysis
Yield, payout ratio, and dividend coverage metrics.
Dividend history, yield and payout sustainability for Invesco S&P 500 Concentrated QVM ETF. Per-share payments, yield over time, payout ratio and growth streak, with coverage measured against free cash flow.
Earnings Analysis
EPS history, beat rate, and upcoming earnings reports.
Reported vs. expected earnings history for Invesco S&P 500 Concentrated QVM ETF. EPS surprises by quarter, revenue against estimates, and the upcoming reporting date.
Financial Statements
Income statement, balance sheet, and cash flow statements.
Income statement, balance sheet and cash flow history for Invesco S&P 500 Concentrated QVM ETF. Annual and quarterly filings with period-over-period comparison, so you can trace how revenue, margins and cash generation have moved.
Comparables
List of peer companies in the same industry.
Invesco S&P 500 Concentrated QVM ETF valued side by side against its closest peers. Peer-relative multiples and operating metrics, so the valuation is read in the context of its own sector rather than in isolation.
Institutional Ownership
Which funds and firms own the stock.
Which institutions hold Invesco S&P 500 Concentrated QVM ETF, and how their positions are changing. Top holders, position sizes, and quarter-over-quarter accumulation or distribution from regulatory filings.
Insider Trading
Recent buying and selling by company executives.
Buying and selling by Invesco S&P 500 Concentrated QVM ETF executives and directors. Insider transactions as disclosed to regulators, with role, size and date — the clearest read on how the people running the company are positioned.
Senate Trading
U.S. Senator disclosures filed under the STOCK Act.
U.S. Senate disclosures naming Invesco S&P 500 Concentrated QVM ETF. Senators' reported transactions in this security, alongside the fundamentals — a signal most research platforms leave out entirely.
House Trading
U.S. Representative disclosures filed under the STOCK Act.
U.S. House of Representatives disclosures naming Invesco S&P 500 Concentrated QVM ETF. Representatives' reported transactions in this security, shown next to the company's fundamentals.
News
Latest headlines and market coverage.
Latest headlines and company announcements for Invesco S&P 500 Concentrated QVM ETF. Press releases and market coverage, newest first.