RZV

Invesco S&p Smallcap 600 Pur

Latest period2024 - Q4Total superinvestors9

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

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Increased 3.31%
0.18%
$6.175M
55,450 shares@ 111.37 avg price
Doug Baxley@Merit Financial Group, Llc
Recent Activity
Increased 15.11%
0.05%
$2.595M
23,303 shares@ 111.37 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
0.01%
$1.723M
15,755 shares@ 109.35 avg price
John L. Smallwood@Smallwood Wealth Investment Management, Llc
Recent Activity
Increased 42.29%
0.71%
$1.032M
9,271 shares@ 111.37 avg price
Avigdor Kaplan / Sharon Reich@Ayalon Insurance Comp Ltd.
Recent Activity
0.25%
$782,000
7,023 shares@ 111.35 avg price
Jim Clark@Worth Asset Management, Llc
Recent Activity
New Position
0.21%
$385,216
3,459 shares@ 111.37 avg price
KATIE SMITH@Innova Wealth Partners
Recent Activity
New Position
0.23%
$359,767
3,230 shares@ 111.39 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 2.88%
0.01%
$355,000
3,186 shares@ 111.43 avg price
Michael Thomas@Matrix Trust Co
Recent Activity
Increased 573.69%
0.04%
$200,000
1,792 shares@ 111.61 avg price