RFG

Invesco S&p Midcap 400 Pure

Latest period2024 - Q4Total superinvestors15

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, 15 superinvestors own shares of Invesco S&p Midcap 400 Pure (RFG), 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 Midcap 400 Pure (RFG), 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 Midcap 400 Pure (RFG) 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 Midcap 400 Pure (RFG) 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
Amanda Ross@Ameritas Advisory Services, Llc
Recent Activity
Increased 0.11%
0.11%
$2.923M
60,371 shares@ 48.42 avg price
Nancy E Renshaw@Compton Wealth Advisory Group, Llc
Recent Activity
0.6%
$2.3M
47,500 shares@ 48.42 avg price
Dale Q. Rice@Dale Q Rice Investment Management Ltd
Recent Activity
New Position
0.51%
$1.148M
23,702 shares@ 48.42 avg price
Michael Thomas@Matrix Trust Co
Recent Activity
Increased 581%
0.17%
$971,000
20,062 shares@ 48.4 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 35.84%
0.01%
$712,986
14,500 shares@ 49.18 avg price
Matthew Heller@Willner & Heller, Llc
Recent Activity
Decreased -0.47%
0.54%
$608,905
12,576 shares@ 48.42 avg price
Sean T. Cleary@Ballentine Partners, Llc
Recent Activity
0.01%
$422,692
8,730 shares@ 48.42 avg price
Doug Baxley@Merit Financial Group, Llc
Recent Activity
Increased 14.5%
0.01%
$333,030
6,878 shares@ 48.42 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
New Position
0.01%
$235,769
4,869 shares@ 48.43 avg price
Gwen Wilmeth@Segment Wealth Management, Llc
Recent Activity
0.02%
$233,860
4,830 shares@ 48.42 avg price