Invesco S&p Midcap Momentum
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, 47 superinvestors own shares of Invesco S&p Midcap Momentum (XMMO), 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 Momentum (XMMO), 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 Momentum (XMMO) 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 Momentum (XMMO) 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 |
---|---|---|---|
Amanda Ross@Ameritas Advisory Services, Llc
| 0.18% | $4.961M 40,162 shares@ 123.53 avg price | Decreased -8.6% |
Carrie King@Ullmann Wealth Partners Group, Llc
| 0.59% | $4.552M 36,845 shares@ 123.54 avg price | Decreased -0.85% |
Carl Szasz@Verde Capital Management
| 0.58% | $2.036M 16,484 shares@ 123.53 avg price | Decreased -7.54% |
Erin E Antill@Janney Montgomery Scott Llc
| 0.01% | $1.343M 10,875 shares@ 123.5 avg price | Decreased -16.39% |
Todd Penrod@Hbw Advisory Services Llc
| 0.12% | $1.118M 9,050 shares@ 123.53 avg price | Decreased -26.45% |
Becki Goebel@Tcp Asset Management, Llc
| 0.07% | $307,713 2,491 shares@ 123.53 avg price | Decreased -15.75% |
Chen Li@Goalvest Advisory Llc
| 0.01% | $7,782 63 shares@ 123.53 avg price | Decreased -62.5% |