Invesco S&p Midcap Low Volat
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, 24 superinvestors own shares of Invesco S&p Midcap Low Volat (XMLV), 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 Midcap Low Volat (XMLV), 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 Low Volat (XMLV) 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 Low Volat (XMLV) 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 |
---|---|---|---|
Matt Lovett@Brookstone Capital Management
| 0.31% | $20.791M 341,837 shares@ 60.83 avg price | Decreased -4.03% |
Erin E Antill@Janney Montgomery Scott Llc
| 0.01% | $898,000 14,765 shares@ 60.82 avg price | Decreased -0.43% |
Amanda Ross@Ameritas Advisory Services, Llc
| 0.03% | $810,812 13,331 shares@ 60.83 avg price | Decreased -45.72% |
Wren Green@Act Advisors, Llc.
| 0.19% | $350,232 5,759 shares@ 60.82 avg price | Decreased -11.8% |
James Krause@Wealthcare Advisory Partners Llc
| 0.01% | $297,106 4,885 shares@ 60.83 avg price | Decreased -1.01% |
Rana Choubah@Meridian Financial, Llc
| 0.19% | $274,358 4,511 shares@ 60.82 avg price | Decreased -2.18% |
Catherine Walker@Pinnacle Bancorp, Inc.
| 0.09% | $255,444 4,200 shares@ 60.82 avg price | Decreased -19.69% |