Invesco S&p 500 Equal Weight
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, 14 superinvestors own shares of Invesco S&p 500 Equal Weight (RSPD), 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 500 Equal Weight (RSPD), 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 500 Equal Weight (RSPD) 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 500 Equal Weight (RSPD) 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 |
---|---|---|---|
Wren Green@Legend Financial Advisors, Inc.
| 5.16% | $7.31M 136,817 shares@ 53.44 avg price | Decreased -3.07% |
Michael Orzel@Signalpoint Asset Management, Llc
| 0.76% | $3.084M 57,727 shares@ 53.44 avg price | Decreased -7.72% |
Gary Wagner@Carnegie Investment Counsel
| 0.05% | $1.705M 31,903 shares@ 53.44 avg price | Decreased -0.92% |
Michael B. Mahlik@Legacy Private Trust Co.
| 0.1% | $1.42M 26,584 shares@ 53.43 avg price | Decreased -10.09% |
Claudia Saia@Friedenthal Financial
| 0.82% | $1.402M 26,235 shares@ 53.44 avg price | Decreased -0.08% |
Molly Crider@Walker Asset Management, Llc
| 0.7% | $1.13M 21,158 shares@ 53.44 avg price | Decreased -4% |
ANDREW J. BARFOOT@Madison Park Capital Advisors, Llc
| 0.84% | $1.043M 19,517 shares@ 53.43 avg price | Decreased -75.53% |