XSVM

Invesco S&p Smallcap Value W

Latest period2024 - Q4Total superinvestors15

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, 15 superinvestors own shares of Invesco S&p Smallcap Value W (XSVM), 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 Smallcap Value W (XSVM), 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 Smallcap Value W (XSVM) 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 Smallcap Value W (XSVM) 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
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 1.25%
0.03%
$8.849M
162,431 shares@ 54.48 avg price
Camille Mobley@Insight Wealth Strategies, Llc
Recent Activity
Increased 2.1%
0.75%
$5.561M
102,080 shares@ 54.49 avg price
Arthur Cooper@Cooper Financial Group
Recent Activity
Decreased -2.28%
0.41%
$3.376M
61,967 shares@ 54.49 avg price
Daren Blonski@Fermata Advisors, Llc
Recent Activity
Increased 12.41%
0.52%
$2.756M
50,580 shares@ 54.48 avg price
Brian Glenn@Premier Path Wealth Partners, Llc
Recent Activity
Increased 3.28%
0.35%
$2.236M
41,043 shares@ 54.48 avg price
Ashleigh Swayze@Chb Investment Group, Llc
Recent Activity
Decreased -18.11%
0.83%
$1.521M
27,917 shares@ 54.49 avg price
Todd Penrod@Hbw Advisory Services Llc
Recent Activity
Decreased -14.11%
0.13%
$1.183M
21,705 shares@ 54.49 avg price
Jennifer Valteau@Truwealth Advisors, Llc
Recent Activity
Decreased -1.54%
0.05%
$695,420
12,765 shares@ 54.48 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
0.01%
$611,792
11,126 shares@ 54.99 avg price
Kim Adams@Evanson Asset Management, Llc
Recent Activity
0.02%
$242,708
4,455 shares@ 54.48 avg price