XSVM

Invesco S&p Smallcap Value W

Latest period2026 - Q1Total superinvestors129

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, 129 superinvestors own shares of Invesco S&p Smallcap Value W (XSVM), 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 Value W (XSVM), 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 Value W (XSVM) 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 Value W (XSVM) 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 -0.78%
0.02%
$51.476M
854,235 shares@ 60.27 avg price
Andres Ortiz@Bank Of America Corp De
Recent Activity
Decreased -3.76%
0.01%
$26.931M
446,914 shares@ 60.26 avg price
Claire Gordon@Morgan Stanley
Recent Activity
Decreased -6.99%
0.01%
$23.231M
385,516 shares@ 60.27 avg price
Michael Rogers@360 Financial, Inc.
Recent Activity
Increased 3.2%
5.89%
$19.533M
324,153 shares@ 60.26 avg price
Kristin Streff@Cwm, Llc
Recent Activity
Decreased -3.22%
0.04%
$12.857M
213,354 shares@ 60.26 avg price
Ruben Navajo@Banco Santander, S.a.
Recent Activity
Increased 8.12%
0.1%
$11.559M
191,813 shares@ 60.26 avg price
Rachel Jacobson@Raymond James Financial Inc
Recent Activity
Decreased -11.83%
0.01%
$11.459M
190,164 shares@ 60.26 avg price
Kristy Haley@Cetera Investment Advisers
Recent Activity
Increased 1.09%
0.01%
$8.713M
144,598 shares@ 60.26 avg price
Gerardo Martinez@Altman Advisors, Inc.
Recent Activity
Increased 2.15%
3.5%
$8.436M
139,995 shares@ 60.27 avg price
Erin E. Antill@Janney Montgomery Scott Llc
Recent Activity
Decreased -49.87%
0.03%
$8.325M
138,157 shares@ 60.26 avg price

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