XSMO

Invesco S&p Smallcap Momentu

Latest period2024 - Q4Total superinvestors18

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

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Decreased -0.01%
0.03%
$13.853M
209,287 shares@ 66.19 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 8.16%
0.03%
$7.806M
118,081 shares@ 66.11 avg price
Arthur Cooper@Cooper Financial Group
Recent Activity
Increased 11.87%
0.83%
$6.882M
104,103 shares@ 66.11 avg price
Jim R Kennedy@Smart Money Group Llc
Recent Activity
New Position
1.42%
$4.101M
62,033 shares@ 66.12 avg price
Victoria Latham@Fiduciary Alliance Llc
Recent Activity
New Position
0.22%
$2.112M
31,945 shares@ 66.11 avg price
Doug Baxley@Merit Financial Group, Llc
Recent Activity
Increased 26.56%
0.04%
$1.912M
28,914 shares@ 66.12 avg price
Bryan Kupchik@Capstone Wealth Management Group, Llc
Recent Activity
New Position
0.7%
$1.296M
19,605 shares@ 66.12 avg price
Breann Mataia@Kozak & Associates, Inc.
Recent Activity
Decreased -57.25%
0.26%
$1.12M
16,715 shares@ 66.99 avg price
Stephanie West@Thurston, Springer, Miller, Herd & Titak, Inc.
Recent Activity
Increased 706.32%
0.21%
$1.005M
15,199 shares@ 66.11 avg price
Mark Buchanan@Ern Financial, Llc
Recent Activity
Increased 1.75%
0.12%
$742,141
11,226 shares@ 66.11 avg price