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
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 0.01%
0.02%
$8.265M
180,821 shares@ 45.71 avg price
Stephanie West@Org Partners Llc
Recent Activity
Increased 161.27%
0.8%
$5.893M
128,773 shares@ 45.76 avg price
Daren Blonski@Fermata Advisors, Llc
Recent Activity
Increased 10.04%
0.73%
$3.907M
85,372 shares@ 45.76 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 60.78%
0.01%
$1.625M
35,503 shares@ 45.78 avg price
Kristie R. Furseth@Bowman & Co S.c.
Recent Activity
Increased 0.04%
0.55%
$1.059M
23,149 shares@ 45.77 avg price
Aryn Sands@Kmg Fiduciary Partners, Llc
Recent Activity
Increased 7.64%
0.09%
$999,086
21,833 shares@ 45.77 avg price
Ashleigh Swayze@Chb Investment Group, Llc
Recent Activity
Increased 144.42%
0.53%
$964,000
21,069 shares@ 45.76 avg price
Debbie Bectal@Lpf Advisors Llc
Recent Activity
Increased 2.1%
0.47%
$550,722
12,035 shares@ 45.77 avg price
Michael Schremser@Tsfg, Llc
Recent Activity
Increased 9.49%
0.11%
$530,000
11,576 shares@ 45.79 avg price
Diane Collins@Rovin Capital Ut Adv
Recent Activity
Increased 51.71%
0.19%
$525,000
11,469 shares@ 45.78 avg price