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
Jason MacGregor@Minichmacgregor Wealth Management, Llc
Recent Activity
New Position
1.87%
$8.974M
72,648 shares@ 123.53 avg price
Doug Baxley@Merit Financial Group, Llc
Recent Activity
New Position
0.14%
$7.639M
61,839 shares@ 123.53 avg price
Drew Phillips@Fortitude Family Office, Llc
Recent Activity
New Position
0.55%
$1.519M
12,300 shares@ 123.53 avg price
Bryan Kupchik@Capstone Wealth Management Group, Llc
Recent Activity
New Position
0.76%
$1.404M
11,363 shares@ 123.54 avg price
Aryn Sands@Kelly Financial Services Llc
Recent Activity
New Position
0.5%
$1.378M
11,155 shares@ 123.53 avg price
Richard K. Oring@New Century Financial Group, Llc
Recent Activity
New Position
0.46%
$1.06M
8,412 shares@ 126.0 avg price
Jeffrey A. Smith@Atomi Financial Group, Inc.
Recent Activity
New Position
0.03%
$498,567
4,036 shares@ 123.53 avg price
Jacob Godfrey@International Assets Investment Management, Llc
Recent Activity
New Position
0.04%
$403,777
3,261 shares@ 123.82 avg price
Daren Blonski@Fermata Advisors, Llc
Recent Activity
New Position
0.08%
$399,944
3,238 shares@ 123.52 avg price
Lori L. Fuerstenberg@Koshinski Asset Management, Inc.
Recent Activity
New Position
0.04%
$390,355
3,160 shares@ 123.54 avg price