13F

XSVM INVESCO S&P SMALLCAP VALUE W

2026Q1 · CUSIP 46137V480

⚪ Neutral · No signal
Holders
127
Δ holders QoQ
+2
Breadth percentile
Top 53%
Whale holders
49
Δ whales
+3
Inst. holding value
$315M
New positions
18
Closed positions
16
Price momentum (1Q)
Put / Call
0/0

Breadth history (34 quarters)

2018Q3: Δ+0 · h=35 2018Q4: Δ+1 · h=36 2019Q1: Δ+0 · h=36 2019Q2: Δ+0 · h=36 2019Q3: Δ+1 · h=37 2019Q4: Δ-2 · h=35 2020Q1: Δ-3 · h=32 2020Q2: Δ+1 · h=33 2020Q3: Δ+1 · h=34 2020Q4: Δ+2 · h=36 2021Q1: Δ+16 · h=52 2021Q2: Δ+13 · h=65 2021Q3: Δ+1 · h=66 2021Q4: Δ+26 · h=92 2022Q1: Δ+16 · h=108 2022Q2: Δ+4 · h=112 2022Q3: Δ+7 · h=119 2022Q4: Δ+7 · h=126 2023Q1: Δ-8 · h=118 2023Q2: Δ-5 · h=113 2023Q3: Δ-4 · h=109 2023Q4: Δ+21 · h=130 2024Q1: Δ+1 · h=131 2024Q2: Δ+6 · h=137 2024Q3: Δ-5 · h=132 2024Q4: Δ+5 · h=137 2025Q1: Δ-14 · h=123 2025Q2: Δ-4 · h=119 2025Q3: Δ-4 · h=115 2025Q4: Δ+10 · h=125 2026Q1: Δ+2 · h=127 2018Q3: holders=35 2018Q4: holders=36 2019Q1: holders=36 2019Q2: holders=36 2019Q3: holders=37 2019Q4: holders=35 2020Q1: holders=32 2020Q2: holders=33 2020Q3: holders=34 2020Q4: holders=36 2021Q1: holders=52 2021Q2: holders=65 2021Q3: holders=66 2021Q4: holders=92 2022Q1: holders=108 2022Q2: holders=112 2022Q3: holders=119 2022Q4: holders=126 2023Q1: holders=118 2023Q2: holders=113 2023Q3: holders=109 2023Q4: holders=130 2024Q1: holders=131 2024Q2: holders=137 2024Q3: holders=132 2024Q4: holders=137 2025Q1: holders=123 2025Q2: holders=119 2025Q3: holders=115 2025Q4: holders=125 2026Q1: holders=127 -26 -13 +0 +13 +26 2886144 18Q319Q220Q120Q421Q322Q223Q123Q424Q325Q226Q1 Δ holders (bar) Holders (line)

Past Lit Events & Aftermath 3 lit events

Period Percentile Next-1Q return Next-2Q return
2022Q3 Top 18%
2022Q1 Top 12%
2021Q4 Top 19%
Put holders / Call holders: 0 / 0