RWJ

Invesco S&p Smallcap 600

Latest period2024 - Q4Total superinvestors20

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, 20 superinvestors own shares of Invesco S&p Smallcap 600 (RWJ), 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 600 (RWJ), 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 600 (RWJ) 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 600 (RWJ) 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
Nick Ng@Liberty One Investment Management, Llc
Recent Activity
Decreased -2.48%
0.24%
$2.213M
48,370 shares@ 45.76 avg price
Carolyn Ham@Lionsbridge Wealth Management Llc
Recent Activity
Decreased -9.98%
1%
$1.186M
25,917 shares@ 45.77 avg price
Jennifer Street@Claro Advisors Llc
Recent Activity
Decreased -0.06%
0.1%
$727,383
15,896 shares@ 45.76 avg price
Kimberly A Geary@Bartlett & Co. Wealth Management Llc
Recent Activity
Decreased -22.22%
0.01%
$961
21 shares@ 45.77 avg price