Invesco S&p Smallcap Momentu
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, 18 superinvestors own shares of Invesco S&p Smallcap Momentu (XSMO), 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 Momentu (XSMO), 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 Momentu (XSMO) 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 Momentu (XSMO) 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 |
---|---|---|---|
Jim R Kennedy@Smart Money Group Llc
| 1.42% | $4.101M 62,033 shares@ 66.12 avg price | New Position |
Victoria Latham@Fiduciary Alliance Llc
| 0.22% | $2.112M 31,945 shares@ 66.11 avg price | New Position |
Bryan Kupchik@Capstone Wealth Management Group, Llc
| 0.7% | $1.296M 19,605 shares@ 66.12 avg price | New Position |
Allen A. Osgood, Jr.@Financial Freedom, Llc
| 0.07% | $128,782 1,948 shares@ 66.11 avg price | New Position |