XSHQ

Invesco S&p Smallcap Quality

Latest period2024 - Q4Total superinvestors6

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, 6 superinvestors own shares of Invesco S&p Smallcap Quality (XSHQ), 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 Smallcap Quality (XSHQ), 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 Smallcap Quality (XSHQ) 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 Smallcap Quality (XSHQ) 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
Steven Farer@Confluence Investment Management Llc
Recent Activity
Increased 2.41%
0.26%
$18.122M
427,904 shares@ 42.35 avg price
Jeffrey Hanson@Breakwater Capital Group
Recent Activity
Increased 3.26%
1.5%
$7.519M
177,554 shares@ 42.36 avg price
Lawrence Hansen@Capital Planning Advisors, Llc
Recent Activity
New Position
0.45%
$2.863M
67,610 shares@ 42.36 avg price
John Salomon@J2 Capital Management Inc
Recent Activity
New Position
0.51%
$538,734
12,721 shares@ 42.35 avg price
Ronald Lenihan@Seacrest Wealth Management, Llc
Recent Activity
Increased 0.31%
0.04%
$345,057
8,148 shares@ 42.35 avg price
Wren Green@Eagle Bay Advisors Llc
Recent Activity
0.01%
$10,588
250 shares@ 42.36 avg price