SPVM

Invesco S&p 500 Value With M

Latest period2026 - Q1Total superinvestors32

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, 32 superinvestors own shares of Invesco S&p 500 Value With M (SPVM), 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 500 Value With M (SPVM), 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 500 Value With M (SPVM) 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 500 Value With M (SPVM) 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
Increased 40.83%
0.01%
$13.512M
196,116 shares@ 68.9 avg price
Romy M Brown@Beta Wealth Group, Inc.
Recent Activity
Decreased -1.45%
4.91%
$11.859M
172,124 shares@ 68.91 avg price
Bryan Kupchik@Capstone Wealth Management Group, Llc
Recent Activity
Increased 1.19%
4.61%
$11M
159,658 shares@ 68.9 avg price
Joseph C. Gissy@Tactive Advisors, Llc
Recent Activity
New Position
1.76%
$6.219M
90,263 shares@ 68.91 avg price
Rachel Jacobson@Raymond James Financial Inc
Recent Activity
Decreased -78.8%
0.01%
$3.709M
53,838 shares@ 68.91 avg price
Andres Ortiz@Bank Of America Corp De
Recent Activity
Decreased -13.92%
0.01%
$2.211M
32,086 shares@ 68.9 avg price
Jim Dushek@Harbour Investments, Inc.
Recent Activity
New Position
0.03%
$1.419M
20,613 shares@ 68.83 avg price
Michael G. Clarke@Ameriprise Financial Inc
Recent Activity
Increased 6.48%
0.01%
$1.411M
20,488 shares@ 68.88 avg price
Brian Sopinsky@Susquehanna International Group, Llp
Recent Activity
Increased 455.84%
0.01%
$1.371M
19,899 shares@ 68.9 avg price
Aaron Albritton@Jones Financial Companies Lllp
Recent Activity
Increased 99.26%
0.01%
$1.199M
17,660 shares@ 67.89 avg price

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