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