Invesco S&P SmallCap Momentum ETF

Invesco Exchange-Traded Fund Trust · 1 share class

U.S. equity index ETF
One fund, 1 share class:XSMO
$2.75B NAV
117 positions · as of 2026-04-30 · filed 2026-06-26

Fund classification

Classified from what the fund holds · as of 2026 Q2

Invesco S&P SmallCap Momentum ETF is a U.S. equity index ETF that tracks the S&P SmallCap 600 Momentum Index. 27% of XSMO’s stock holdings are in companies whose revenue grew in the top quartile of U.S. companies over the last five fiscal years (covering 96% of the fund’s equity).

Asset class
Equity
Region
United States
Management
Index (passive)
Fund type
ETF

Fund profile

As filed in the prospectus · 2025 Q3

The Invesco S&P SmallCap Momentum ETF (the Fund) seeks to track the investment results (before fees and expenses) of the S&P SmallCap 600 Momentum Index (the Underlying Index).

Strategy · summarised

The fund tracks the S&P SmallCap 600 Momentum Index through full replication, holding all constituents weighted by market capitalization multiplied by a momentum score based on 12-month price appreciation adjusted for volatility. The momentum selection mechanism concentrates the fund's holdings in securities exhibiting the strongest recent relative performance, which may amplify losses if that performance reverses.

Expenses
0.36%one share class
Share classExpense ratio
XSMO0.36%

Portfolio turnover 115.00% · as of 2025 Q3

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

117.65%
of net assets
Stocks99.83%
Cash & short-term17.82%

These positions come to 117.65% of the fund's net assets. This counts only what the fund reported holding — the holdings disclosure covers assets, not liabilities such as borrowings — so it is not expected to reconcile to 100%.

Sector allocation

The same holdings as Allocation above, grouped by market sector instead of asset type · as of 2026 Q2

100%
of net assets
Industrials19.7%
Information Technology15.8%
Cash15.1%
Financials11.5%
8 smaller37.8%

Government, Securitized and Cash are non-corporate buckets; International is foreign holdings we don’t sector-classify, and Other is the residual (held funds, unresolved names).

Portfolio growth profile

How much of the fund’s stock holdings are in fast-growing companies · as of 2026 Q2

Revenue growth
27%of stock holdings in top-quartile growers
covering 96% of the fund’s equity

Share of the fund’s equity (by value) in companies whose trailing five-year revenue — or net-income — growth ranks in the top 25% of U.S. public companies. Foreign and newly-listed holdings are excluded, so the figure covers only part of the book. From SEC filings — not investment advice. How we measure this.

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 67 new62 exited

Largest new: VSAT, PRIM, FORM, KRYS, INDV, LUMN, BTSG, PLXS

Largest exited: IDCC, EAT, CTRE, JBTM, ZWS, SMTC, SITM, FSS

Return profile

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

1-year
+41.41%
3-year
+97.99%
5-year
+76.50%
Volatility
17.89%
Worst 3-yr fall
-15.01%
Cumulative return· May 2023 – Apr 2026

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
Invesco Private Prime Fund13.01%$358.08M
Invesco Private Government Fund4.72%$129.84M
Viavi Solutions Inc.VIAV3.97%$109.37M
Viasat, Inc.VSAT3.46%$95.15M
Primoris Services Corp.PRIM3.07%$84.63M
ESCO Technologies Inc.ESE2.68%$73.70M
Sanmina Corp.SANM2.50%$68.96M
FormFactor, Inc.FORM2.23%$61.29M
Powell Industries, Inc.POWL2.05%$56.50M
Krystal Biotech, Inc.KRYS1.90%$52.42M
Showing 10 of 117Sign in to see more

Reported price is the fund's own reported value divided by its own reported shares at 2026-04-30 — not a live quote, and not what the fund paid.

Top 10 positions are 39.59% of net assets, top 25 62.02%, across 116 issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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