XMMO

Invesco S&p Midcap Momentum

Latest period2024 - Q4Total superinvestors47

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

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Amanda Ross@Ameritas Advisory Services, Llc
Recent Activity
Decreased -8.6%
0.18%
$4.961M
40,162 shares@ 123.53 avg price
Carrie King@Ullmann Wealth Partners Group, Llc
Recent Activity
Decreased -0.85%
0.59%
$4.552M
36,845 shares@ 123.54 avg price
Carl Szasz@Verde Capital Management
Recent Activity
Decreased -7.54%
0.58%
$2.036M
16,484 shares@ 123.53 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Decreased -16.39%
0.01%
$1.343M
10,875 shares@ 123.5 avg price
Todd Penrod@Hbw Advisory Services Llc
Recent Activity
Decreased -26.45%
0.12%
$1.118M
9,050 shares@ 123.53 avg price
Becki Goebel@Tcp Asset Management, Llc
Recent Activity
Decreased -15.75%
0.07%
$307,713
2,491 shares@ 123.53 avg price
Chen Li@Goalvest Advisory Llc
Recent Activity
Decreased -62.5%
0.01%
$7,782
63 shares@ 123.53 avg price