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 |
---|---|---|---|
Michael McComb@Arkadios Wealth Advisors
| 0.04% | $610,111 9,229 shares@ 66.11 avg price | Increased 1.24% |
Tammi Ellis@Mutual Advisors, Llc
| 0.02% | $435,216 6,371 shares@ 68.32 avg price | Increased 79.77% |
Carrie King@Ullmann Wealth Partners Group, Llc
| 0.03% | $205,602 3,110 shares@ 66.11 avg price | |
Allen A. Osgood, Jr.@Financial Freedom, Llc
| 0.07% | $128,782 1,948 shares@ 66.11 avg price | New Position |
David B. Rea@Salem Investment Counselors Inc
| 0.01% | $61,549 931 shares@ 66.12 avg price | Decreased -6.8% |
Raymond P Dean@Harbor Investment Advisory, Llc
| 0.01% | $39,666 600 shares@ 66.11 avg price | |
Catherine Walker@Pinnacle Bancorp, Inc.
| 0.01% | $8,198 124 shares@ 66.12 avg price | |
Bo Hanson@Abound Wealth Management
| 0.01% | $6,390 97 shares@ 65.88 avg price | Increased 1.05% |