Invesco S&P SmallCap Momentum ETF (XSMO)
Invesco S&P SmallCap Momentum ETF $XSMO Shares Purchased by Bank of America Corp DE
Bank of America Corp DE grew its stake in shares of Invesco S&P SmallCap Momentum ETF (NYSEARCA:XSMO) by 17.0% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 474,699 shares of the company's stock after purchasing an
XSMO: A Cleaner Way To Own Small Caps
Invesco S&P SmallCap Momentum ETF offers efficient small-cap exposure by filtering for profitable, high-momentum companies, outperforming standard small-cap indices. XSMO's semi-annual rebalancing and sector tilts—especially toward industrials, healthcare, and IT—drive its performance but introduce concentration and timing risks. Despite a higher expense ratio (0.36%) than peers, XSMO has delivered a 280.8% total return over the past decade, far outpacing traditional small-cap ETFs.
Should Invesco S&P SmallCap Momentum ETF (XSMO) Be on Your Investing Radar?
The Invesco S&P SmallCap Momentum ETF (XSMO) was launched on March 3, 2005, and is a passively managed exchange traded fund designed to offer broad exposure to the Small Cap Growth segment of the US equity market.
Should Invesco S&P SmallCap Momentum ETF (XSMO) Be on Your Investing Radar?
Designed to provide broad exposure to the Small Cap Growth segment of the US equity market, the Invesco S&P SmallCap Momentum ETF (XSMO) is a passively managed exchange traded fund launched on March 3, 2005.
XSMO: A Well-Constructed Small Cap ETF That Could Do Well After A Pullback
The Invesco S&P SmallCap Momentum ETF (XSMO), which is the number 1 ranked product on Seeking Alpha's Quant rating table of small-cap ETFs, is outperforming the Russell 2000 by 1.55x this year. XSMO's portfolio construction emphasizes risk-adjusted momentum and quality, avoiding micro-caps and loss-making stocks, while also tilting towards those with a persistent long-term trend. High annual turnover (115%) and semi-annual rebalancing introduce potential drag and lag in responding to momentum shifts.
XSMO: Ahead Of Peers, But No Long-Term Edge Over The Benchmark
The Invesco S&P SmallCap Momentum ETF targets high-momentum S&P 600 stocks, featuring solid growth metrics and moderate sector and company risk. XSMO has outperformed key small-cap momentum and single-factor ETFs since 2017, but matches the S&P SmallCap 600 Index since inception. XSMO stands out as a compelling small-cap momentum ETF, but lags the growth ETF IJT over the long term.
Chicago Partners Investment Group LLC Raises Holdings in Invesco S&P SmallCap Momentum ETF $XSMO
Chicago Partners Investment Group LLC boosted its holdings in shares of Invesco S&P SmallCap Momentum ETF (NYSEARCA:XSMO) by 85.1% during the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 16,007 shares of the company's stock after buying an
3 Small-Cap ETFs Beating the S&P 500 Right Now That Most Investors Have Never Heard Of
Small-cap stocks have quietly been outperforming the S&P 500 through early 2026, a rotation that many investors who stayed concentrated in large-cap technology missed entirely. At the same time, the Russell 2000 has been climbing while the narrative around mega-cap dominance has begun to fracture, and the funds positioned to capture that shift are not... 3 Small-Cap ETFs Beating the S&P 500 Right Now That Most Investors Have Never Heard Of
Should Invesco S&P SmallCap Momentum ETF (XSMO) Be on Your Investing Radar?
The Invesco S&P SmallCap Momentum ETF (XSMO) was launched on March 3, 2005, and is a passively managed exchange traded fund designed to offer broad exposure to the Small Cap Growth segment of the US equity market.
XSMO: Compelling Value And Growth Mix Persists For These Small-Cap Momentum Stocks
The Invesco S&P SmallCap Momentum ETF retains its 'buy' rating, driven by strong GARP characteristics and robust recent outperformance versus its mid- and large-cap peers. XSMO demonstrates an attractive blend of 20.91% estimated earnings growth and an 18.36x forward P/E, offering both value and momentum. Portfolio quality is notable, with superior EBIT margins, net margins, and return on capital relative to XMMO. It's also reasonably well-diversified at the company level.
The Momentum Regime Is Changing - And It Favors XSMO Over SPMO
Invesco S&P SmallCap Momentum ETF offers structural alpha over IWM, thriving on persistent dispersion and balanced concentration in the small-cap universe. XSMO consistently generates alpha across market regimes, outperforming in both rallies and downturns, unlike SPMO which relies on narrow, mega-cap momentum. SPMO remains a Hold due to expected underperformance versus SPY, as its concentrated structure loses edge amid rising dispersion and slowing momentum.
EPG Wealth Management LLC Purchases 9,971 Shares of Invesco S&P SmallCap Momentum ETF $XSMO
EPG Wealth Management LLC increased its position in Invesco S&P SmallCap Momentum ETF (NYSEARCA:XSMO) by 12.8% during the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 87,751 shares of the company's stock after purchasing an additional 9,971 shares during the quarter. Invesco
Chicago Partners Investment Group LLC Makes New $636,000 Investment in Invesco S&P SmallCap Momentum ETF $XSMO
Chicago Partners Investment Group LLC purchased a new stake in Invesco S&P SmallCap Momentum ETF (NYSEARCA:XSMO) during the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 8,650 shares of the company's stock, valued at approximately $636,000. Other large investors
Arkadios Wealth Advisors Acquires 9,249 Shares of Invesco S&P SmallCap Momentum ETF $XSMO
Arkadios Wealth Advisors raised its holdings in Invesco S&P SmallCap Momentum ETF (NYSEARCA:XSMO) by 10.7% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 95,291 shares of the company's stock after acquiring an additional 9,249 shares during the quarter. Arkadios
Commonwealth Equity Services LLC Raises Stake in Invesco S&P SmallCap Momentum ETF $XSMO
Commonwealth Equity Services LLC boosted its holdings in Invesco S&P SmallCap Momentum ETF (NYSEARCA:XSMO) by 31.6% during the undefined quarter, according to its most recent disclosure with the SEC. The firm owned 210,370 shares of the company's stock after buying an additional 50,497 shares during the period. Commonwealth Equity Services LLC owned
Should Invesco S&P SmallCap Momentum ETF (XSMO) Be on Your Investing Radar?
Launched on March 3, 2005, the Invesco S&P SmallCap Momentum ETF (XSMO) is a passively managed exchange traded fund designed to provide a broad exposure to the Small Cap Growth segment of the US equity market.
Brown Miller Wealth Management LLC Takes $1.86 Million Position in Invesco S&P SmallCap Momentum ETF $XSMO
Brown Miller Wealth Management LLC bought a new position in shares of Invesco S&P SmallCap Momentum ETF (NYSEARCA:XSMO) during the undefined quarter, according to its most recent 13F filing with the SEC. The fund bought 25,230 shares of the company's stock, valued at approximately $1,856,000. Brown Miller Wealth Management LLC owned about
Cwm LLC Sells 12,589 Shares of Invesco S&P SmallCap Momentum ETF $XSMO
Cwm LLC cut its position in shares of Invesco S&P SmallCap Momentum ETF (NYSEARCA:XSMO) by 3.6% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 341,559 shares of the company's stock after selling 12,589 shares during the quarter.
Should Invesco S&P SmallCap Momentum ETF (XSMO) Be on Your Investing Radar?
Launched on March 3, 2005, the Invesco S&P SmallCap Momentum ETF (XSMO) is a passively managed exchange traded fund designed to provide a broad exposure to the Small Cap Growth segment of the US equity market.
XSMO: The Appeal Of Momentum To Invest In Small-Caps
The Invesco S&P SmallCap Momentum ETF (XSMO) offers a compelling buy opportunity for investors seeking outperformance in the small-cap segment. XSMO's momentum strategy delivers superior risk-adjusted returns and lower volatility compared to the iShares Core S&P Small-Cap ETF (IJR). While XSMO's high portfolio turnover and concentration present risks, its quarterly rebalancing and sector agility drive resilient performance.