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 gap between value and growth stocks has significantly decreased this year, with Invesco's pure-style ETFs demonstrating just how much ground value has made up after trailing growth for some time now. The Invesco S&P 500 Pure Value ETF (RPV) has gained about 19.50% % year to date through August, according to ETF Database.
If you're interested in broad exposure to the Large Cap Value segment of the US equity market, look no further than the Invesco S&P 500 Pure Value ETF (RPV), a passively managed exchange traded fund launched on March 1, 2006.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DI David Izzi Brown, LISLE/CUMMINGS Inc. | 925 | $75,249.97 | $110,750.25 | $35,500.28 | 47.18% |
Curtis Ellergodt Rothschild Investment LLC | 55,378 | $4.55M | $6.58M | $2.03M | 44.63% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 58,457 | $6.65M | $6.94M | $289,321.89 | 4.35% |
Woodard & Co Asset Management Woodard & Co Asset Management Group Inc. | 540 | $44,323.2 | $65,037.6 | $20,714.4 | 46.73% |
| BR Bill Reuther SILVER OAK SECURITIES Inc.ORPORATED | 21,315 | $2M | $2.55M | $548,179.5 | 27.35% |
| 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.