XMVM

Invesco S&p Midcap Value Wit

Latest period2026 - Q1Total superinvestors95

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, 95 superinvestors own shares of Invesco S&p Midcap Value Wit (XMVM), 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 Value Wit (XMVM), 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 Value Wit (XMVM) 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 Value Wit (XMVM) 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 8.69%
0.02%
$39.827M
611,601 shares@ 65.13 avg price
Andres Ortiz@Bank Of America Corp De
Recent Activity
Increased 1.12%
0.01%
$36.87M
566,191 shares@ 65.12 avg price
Aryn Sands@Avior Wealth Management, Llc
Recent Activity
Increased 3.51%
0.98%
$34.234M
525,711 shares@ 65.13 avg price
Marc J. Pugsley@Foundations Investment Advisors, Llc
Recent Activity
New Position
0.23%
$18.377M
282,198 shares@ 65.12 avg price
Rachel Jacobson@Raymond James Financial Inc
Recent Activity
Increased 61.34%
0.01%
$15.578M
239,226 shares@ 65.12 avg price
Kelly F. Taylor@Whitaker-myers Wealth Managers, Ltd.
Recent Activity
Increased 1.54%
2.82%
$14.117M
216,781 shares@ 65.12 avg price
Michael G. Clarke@Ameriprise Financial Inc
Recent Activity
Increased 7.94%
0.01%
$12.596M
193,544 shares@ 65.08 avg price
Claire Gordon@Morgan Stanley
Recent Activity
Increased 5.21%
0.01%
$12.181M
187,056 shares@ 65.13 avg price
Matt Moore@Northwestern Mutual Wealth Management Co
Recent Activity
Increased 8.54%
0.01%
$10.508M
161,365 shares@ 65.12 avg price
Jon Wieman@Anfield Capital Management, Llc
Recent Activity
New Position
2.1%
$7.629M
117,148 shares@ 65.13 avg price

1-10 of 95