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
Jonathan Sard@Sard Wealth Management Group, Llc
Recent Activity
Increased 1.43%
1.94%
$2.874M
41,063 shares@ 70.01 avg price
Jennifer Valteau@Truwealth Advisors, Llc
Recent Activity
Increased 3.35%
0.16%
$2.638M
37,687 shares@ 70.0 avg price
Nick Ng@Liberty One Investment Management, Llc
Recent Activity
Increased 1.19%
0.27%
$2.489M
35,558 shares@ 70.01 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Increased 8.2%
0.03%
$2.462M
35,166 shares@ 70.02 avg price
Terry Ammons@Sheets Smith Wealth Management
Recent Activity
Increased 0.55%
0.28%
$2.293M
32,764 shares@ 70.01 avg price
JENNIFER SZARO@Xml Financial, Llc
Recent Activity
Increased 7.01%
0.19%
$2.063M
29,471 shares@ 70.0 avg price
Ian Armstrong@Clear Harbor Asset Management, Llc
Recent Activity
Increased 3.5%
0.15%
$1.792M
25,597 shares@ 70.0 avg price
Janine Osterink@Advisory Alpha, Llc
Recent Activity
Increased 3.71%
0.07%
$1.75M
25,004 shares@ 70.01 avg price
Lisa Donnelly@Tompkins Financial Corp
Recent Activity
Increased 27.89%
0.16%
$1.693M
24,187 shares@ 70.0 avg price
Joseph F. Tower, III@Lmcg Investments, Llc
Recent Activity
Increased 55%
0.09%
$1.405M
20,077 shares@ 70.0 avg price