Invesco S&p Smallcap 600 Pur
Top 10 Superinvestors by Shares Owned
This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 9 superinvestors own shares of Invesco S&p Smallcap 600 Pur (RZV), although recent data may remain incomplete due to pending filings.
Quarter-over-Quarter Change (%)
This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Invesco S&p Smallcap 600 Pur (RZV), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.
Superinvestors' Activity (%) Over the Last 4 Quarters
This chart shows superinvestors' activity with Invesco S&p Smallcap 600 Pur (RZV) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.
Superinvestors' Past Actions
This chart displays superinvestors' past actions with Invesco S&p Smallcap 600 Pur (RZV) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.
Superinvestors ownership
| Superinvestor | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
James Krause@Wealthcare Advisory Partners Llc
| 0.18% | $6.175M 55,450 shares@ 111.37 avg price | Increased 3.31% |
Doug Baxley@Merit Financial Group, Llc
| 0.05% | $2.595M 23,303 shares@ 111.37 avg price | Increased 15.11% |
John L. Smallwood@Smallwood Wealth Investment Management, Llc
| 0.71% | $1.032M 9,271 shares@ 111.37 avg price | Increased 42.29% |
Erin E Antill@Janney Montgomery Scott Llc
| 0.01% | $355,000 3,186 shares@ 111.43 avg price | Increased 2.88% |
Michael Thomas@Matrix Trust Co
| 0.04% | $200,000 1,792 shares@ 111.61 avg price | Increased 573.69% |