XMLV

Invesco S&p Midcap Low Volat

Latest period2026 - Q1Total superinvestors187

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, 187 superinvestors own shares of Invesco S&p Midcap Low Volat (XMLV), 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 Midcap Low Volat (XMLV), 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 Midcap Low Volat (XMLV) 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 Midcap Low Volat (XMLV) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Claire Gordon@Morgan Stanley
Recent Activity
Increased 2.15%
0.01%
$39.835M
632,597 shares@ 62.98 avg price
Danielle N Schaffer@Cambridge Investment Research Advisors, Inc.
Recent Activity
Increased 0.57%
0.08%
$30.05M
477,207 shares@ 62.98 avg price
Kirk Evangeliou@Lpl Financial Llc
Recent Activity
Decreased -31.92%
0.01%
$28.947M
459,703 shares@ 62.97 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
Increased 3.38%
0.23%
$19.296M
306,429 shares@ 62.98 avg price
Andrew Johnson@Ubs Group Ag
Recent Activity
Decreased -2.05%
0.01%
$18.266M
290,079 shares@ 62.98 avg price
Daniel Dorval@Dorval Corp
Recent Activity
Increased 3.03%
5.12%
$16.481M
261,731 shares@ 62.98 avg price
Sean P. Skuja@Envestnet Asset Management Inc
Recent Activity
Increased 9.19%
0.01%
$15.991M
253,941 shares@ 62.98 avg price
Gregory H. Kozich@Pnc Financial Services Group, Inc.
Recent Activity
Decreased -4.48%
0.01%
$12.874M
204,450 shares@ 62.97 avg price
Michael G. Clarke@Ameriprise Financial Inc
Recent Activity
Increased 0.19%
0.01%
$11.563M
183,775 shares@ 62.92 avg price
Rachel Jacobson@Raymond James Financial Inc
Recent Activity
Increased 1.35%
0.01%
$11.463M
182,044 shares@ 62.98 avg price

1-10 of 187