SPLV

Invesco S&p 500 Low Volatili

Latest period2024 - Q4Total superinvestors120

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, 120 superinvestors own shares of Invesco S&p 500 Low Volatili (SPLV), 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 500 Low Volatili (SPLV), 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 500 Low Volatili (SPLV) 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 500 Low Volatili (SPLV) 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
Brian May@Smith Salley Wealth Management
Recent Activity
Decreased -2.89%
0.09%
$1.287M
18,381 shares@ 70.0 avg price
Steven C. Merrell@Monterey Private Wealth, Inc.
Recent Activity
Decreased -1.27%
0.41%
$1.235M
17,636 shares@ 70.0 avg price
Amanda Ross@Ameritas Advisory Services, Llc
Recent Activity
Decreased -7.39%
0.04%
$1.13M
16,142 shares@ 70.01 avg price
Lori L. Fuerstenberg@Koshinski Asset Management, Inc.
Recent Activity
Decreased -5.64%
0.1%
$1.1M
15,720 shares@ 70.01 avg price
Todd Penrod@Hbw Advisory Services Llc
Recent Activity
Decreased -2.81%
0.12%
$1.084M
15,486 shares@ 70.0 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Decreased -24.89%
0.03%
$981,479
14,021 shares@ 70.01 avg price
Michael B. Mahlik@Legacy Private Trust Co.
Recent Activity
Decreased -1.08%
0.07%
$956,760
13,668 shares@ 70.0 avg price
Rana Choubah@Meridian Financial, Llc
Recent Activity
Decreased -1.13%
0.64%
$917,515
13,107 shares@ 70.01 avg price
Michael Snyder@Beaumont Financial Advisors, Llc
Recent Activity
Decreased -0.98%
0.07%
$892,656
12,752 shares@ 70.01 avg price
Jeffrey Smith@Eastern Bank
Recent Activity
Decreased -20.76%
0.02%
$801,150
11,445 shares@ 70.0 avg price