The Invesco S&P 500 Pure Value ETF (RPV) made its debut on 03/01/2006, and is a smart beta exchange traded fund that provides broad exposure to the Style Box - Large Cap Value category of the market.
The Invesco S&P 500 Pure Value ETF (RPV) was launched on March 1, 2006, and is a passively managed exchange traded fund designed to offer broad exposure to the Large Cap Value segment of the US equity market.
The Invesco S&P 500 Pure Value ETF (RPV) was launched on 03/01/2006, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - Large Cap Value category of the market.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DI David Izzi Brown, LISLE/CUMMINGS Inc. | 925 | $75,249.97 | $108,396.12 | $33,146.15 | 44.05% |
| CE Curtis Ellergodt Rothschild Investment LLC | 62,434 | $5.13M | $7.32M | $2.19M | 42.7% |
Woodard & Co Asset Management Woodard & Co Asset Management Group Inc. | 895 | $73,461.6 | $104,880.57 | $31,418.97 | 42.77% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 22 | $2,274.47 | $2,575.43 | $300.96 | 13.23% |
| WJF William J. Fennie III FIDELITY D & D BAN Corp. Inc. | 195,694 | $18.55M | $22.93M | $4.38M | 23.61% |
| ARCA Exchange | US Country |
This company specializes in investment management, specifically focusing on index-based investment strategies. Their core product is a fund that seeks to closely follow the performance of a specific underlying index. The index in question is carefully selected to represent a subset of securities from the broader S&P 500® Index, which are identified based on their strong value characteristics. This approach allows the fund to offer its investors exposure to value stocks within the larger S&P 500, aiming to generate returns that reflect the performance of these value-oriented components of the index. The company commits to investing at least 90% of its total assets in the securities that make up the underlying index, ensuring that the fund's performance closely matches that of the value-based segment of the S&P 500® it aims to replicate.
This product offers investors an opportunity to engage in value investing by tracking a subset of the S&P 500®, specifically chosen for their strong value characteristics. By focusing on these value stocks, the fund seeks to capitalize on the potential for long-term growth, while still providing the diversification benefits associated with index investing. The fund commits a substantial portion of its assets, at least 90%, to investments in securities that are included in its targeted underlying index, ensuring a high level of fidelity to the index's performance.