XSHQ

Invesco S&p Smallcap Quality

Latest period2026 - Q1Total superinvestors75

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 75 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

SuperinvestorPortfolio %Reported Value
Kirk Evangeliou@Lpl Financial Llc
Recent Activity
Decreased -8.9%
0.01%
$31.32M
742,875 shares@ 42.16 avg price
R. Scott Miller@Larson Financial Group Llc
Recent Activity
Increased 4.39%
0.8%
$24.816M
588,608 shares@ 42.16 avg price
Matt Moore@Northwestern Mutual Wealth Management Co
Recent Activity
Decreased -12.19%
0.02%
$17.913M
424,872 shares@ 42.16 avg price
JESSICA SEXTON@Independent Advisor Alliance
Recent Activity
New Position
0.11%
$9.854M
233,731 shares@ 42.17 avg price
Jeffrey Hanson@Breakwater Capital Group
Recent Activity
Decreased -13.33%
1%
$7.467M
177,110 shares@ 42.17 avg price
Peter Aldworth@Highpoint Advisor Group Llc
Recent Activity
New Position
0.31%
$7.176M
170,202 shares@ 42.16 avg price
Kathleen Kane@Beacon Financial Planning, Inc
Recent Activity
Increased 37.59%
2.16%
$5.565M
131,997 shares@ 42.17 avg price
Jonathan Bishopp@Private Advisory Group Llc
Recent Activity
Increased 2.9%
0.37%
$5.54M
131,409 shares@ 42.16 avg price
Abhilasha Bareja@Goldman Sachs Group Inc
Recent Activity
Increased 28.61%
0.01%
$4.236M
100,471 shares@ 42.16 avg price
Anne Dorian@Mariner, Llc
Recent Activity
New Position
0.01%
$4.056M
96,196 shares@ 42.16 avg price

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