XMLV

Invesco S&p Midcap Low Volat

Latest period2024 - Q4Total superinvestors24

The latest quarter's data is still being updated as more institutional investors submit their 13F reports, so the current information might be incomplete.

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 (%)

The most recent quarter may show incomplete data because not all institutional investors have filed their 13F reports yet.

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

Current New Position Increased Decreased Exited

Superinvestor	Portfolio %	Reported Value	Recent Activity
Nick Ng@Liberty One Investment Management, Llc Recent Activity Increased 0.98%	0.28%	$2.563M 42,148 shares@ 60.83 avg price	Increased 0.98%
Ashleigh Swayze@Johnson & White Wealth Management, Llc Recent Activity Increased 2.44%	1.18%	$1.944M 32,074 shares@ 60.61 avg price	Increased 2.44%
Joseph F. Tower, III@Lmcg Investments, Llc Recent Activity Increased 54.72%	0.09%	$1.38M 22,697 shares@ 60.83 avg price	Increased 54.72%
Terry Ammons@Sheets Smith Wealth Management Recent Activity Increased 6.47%	0.1%	$810,791 13,331 shares@ 60.82 avg price	Increased 6.47%
Daken Vanderburg@Massmutual Private Wealth & Trust, Fsb Recent Activity Increased 799.8%	0.02%	$525,363 8,638 shares@ 60.82 avg price	Increased 799.8%
Eric Duncan@Wealth Enhancement Advisory Services, Llc Recent Activity Increased 33.61%	0.01%	$519,561 8,512 shares@ 61.04 avg price	Increased 33.61%
Kelly F. Taylor@Whitaker-myers Wealth Managers, Ltd. Recent Activity Increased 0.64%	0.14%	$465,620 7,656 shares@ 60.82 avg price	Increased 0.64%
Doug Baxley@Merit Financial Group, Llc Recent Activity Increased 0.31%	0.01%	$216,731 3,563 shares@ 60.83 avg price	Increased 0.31%
Christina Duncan@Psi Advisors, Llc Recent Activity Increased 5.07%	0.02%	$59,251 975 shares@ 60.78 avg price	Increased 5.07%
Stephanie West@Thurston, Springer, Miller, Herd & Titak, Inc. Recent Activity Increased 0.63%	0.01%	$39,462 648 shares@ 60.9 avg price	Increased 0.63%