XMLV

Invesco S&p Midcap Low Volat

Latest period2024 - Q4Total superinvestors24

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

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Mark Buchanan@Ern Financial, Llc
Recent Activity
0.08%
$515,024
8,468 shares@ 60.83 avg price
Kelly F. Taylor@Whitaker-myers Wealth Managers, Ltd.
Recent Activity
Increased 0.64%
0.14%
$465,620
7,656 shares@ 60.82 avg price
Wren Green@Act Advisors, Llc.
Recent Activity
Decreased -11.8%
0.19%
$350,232
5,759 shares@ 60.82 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Decreased -1.01%
0.01%
$297,106
4,885 shares@ 60.83 avg price
Jacob Godfrey@International Assets Investment Management, Llc
Recent Activity
New Position
0.03%
$294,509
4,858 shares@ 60.63 avg price
Rana Choubah@Meridian Financial, Llc
Recent Activity
Decreased -2.18%
0.19%
$274,358
4,511 shares@ 60.82 avg price
Catherine Walker@Pinnacle Bancorp, Inc.
Recent Activity
Decreased -19.69%
0.09%
$255,444
4,200 shares@ 60.82 avg price
Doug Baxley@Merit Financial Group, Llc
Recent Activity
Increased 0.31%
0.01%
$216,731
3,563 shares@ 60.83 avg price
Kaushal Majmudar@Ridgewood Investments Llc
Recent Activity
0.09%
$185,075
3,043 shares@ 60.82 avg price
Christina Duncan@Psi Advisors, Llc
Recent Activity
Increased 5.07%
0.02%
$59,251
975 shares@ 60.78 avg price