XSMO

Invesco S&p Smallcap Momentu

Latest period2026 - Q1Total superinvestors292

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, 292 superinvestors own shares of Invesco S&p Smallcap Momentu (XSMO), 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 Momentu (XSMO), 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 Momentu (XSMO) 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 Momentu (XSMO) 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 4.12%
0.05%
$171.877M
2.261M shares@ 76.02 avg price
Shawn Mihal@Osaic Holdings, Inc.
Recent Activity
Increased 8.68%
0.21%
$142.876M
1.881M shares@ 75.97 avg price
Sean P. Skuja@Envestnet Asset Management Inc
Recent Activity
Increased 5.26%
0.04%
$130.484M
1.716M shares@ 76.02 avg price
Rachel Jacobson@Raymond James Financial Inc
Recent Activity
Decreased -8.91%
0.03%
$85.292M
1.122M shares@ 76.03 avg price
Claire Gordon@Morgan Stanley
Recent Activity
Decreased -3.87%
0.01%
$68.89M
906,214 shares@ 76.03 avg price
Kristy Haley@Cetera Investment Advisers
Recent Activity
Increased 7.35%
0.08%
$66.144M
870,093 shares@ 76.02 avg price
Patricia Arce@Wells Fargo & Company Mn
Recent Activity
Increased 0.61%
0.02%
$63.88M
840,309 shares@ 76.03 avg price
Matt Moore@Northwestern Mutual Wealth Management Co
Recent Activity
Increased 4.82%
0.03%
$46.346M
609,649 shares@ 76.03 avg price
CLINE REASOR@Gratus Wealth Advisors, Llc
Recent Activity
Increased 5.99%
5.73%
$39.55M
520,253 shares@ 76.02 avg price
Andres Ortiz@Bank Of America Corp De
Recent Activity
Increased 17%
0.01%
$36.087M
474,699 shares@ 76.03 avg price

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