XMMO

Invesco S&p Midcap Momentum

Latest period2024 - Q4Total superinvestors47

The latest quarter's data is still being updated as more institutional investors submit their 13F reports, so the current information might be incomplete.

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 (%)

The most recent quarter may show incomplete data because not all institutional investors have filed their 13F reports yet.

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

Current New Position Increased Decreased Exited

Superinvestor	Portfolio %	Reported Value	Recent Activity
Eric Duncan@Wealth Enhancement Advisory Services, Llc Recent Activity Increased 0.12%	0.1%	$45.977M 382,094 shares@ 120.34 avg price	Increased 0.12%
Thomas J Bellaro@Park Avenue Securities Llc Recent Activity Increased 582.69%	0.04%	$3.467M 28,065 shares@ 123.54 avg price	Increased 582.69%
Christina Duncan@Psi Advisors, Llc Recent Activity Increased 7.03%	0.67%	$2.229M 18,043 shares@ 123.53 avg price	Increased 7.03%
Sheri M. Cuff@Certified Advisory Corp Recent Activity Increased 7.83%	0.21%	$1.878M 15,201 shares@ 123.54 avg price	Increased 7.83%
Emma Seiler@Redhawk Wealth Advisors, Inc. Recent Activity Increased 18.1%	0.15%	$1.086M 8,791 shares@ 123.54 avg price	Increased 18.1%
Michael McComb@Arkadios Wealth Advisors Recent Activity Increased 4.44%	0.06%	$1.062M 8,600 shares@ 123.53 avg price	Increased 4.44%
Andrew Endelman@Independent Wealth Network Inc. Recent Activity Increased 118.39%	0.37%	$889,402 7,200 shares@ 123.53 avg price	Increased 118.39%
Aryn Sands@Act Wealth Management, Llc Recent Activity Increased 0.12%	0.35%	$741,919 6,006 shares@ 123.53 avg price	Increased 0.12%
Sara Smith@Brand Asset Management Group, Inc. Recent Activity Increased 0.06%	0.19%	$444,716 3,600 shares@ 123.54 avg price	Increased 0.06%
Rana Choubah@Meridian Financial, Llc Recent Activity Increased 3.18%	0.28%	$401,473 3,250 shares@ 123.54 avg price	Increased 3.18%