INVESCO EXCHANGE TRADED FD T's ticker is PHO and the CUSIP is 46137V142. A total of 354 filers reported holding INVESCO EXCHANGE TRADED FD T in Q4 2023. The put-call ratio across all filers is 1.04 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $846,466 | +13.1% | 13,041 | +16.0% | 0.12% | +6.1% |
| Q1 2024 | $748,247 | +9.4% | 11,240 | 0.0% | 0.11% | -0.9% |
| Q4 2023 | $684,066 | +15.4% | 11,240 | +0.8% | 0.12% | +7.5% |
| Q3 2023 | $592,957 | -5.7% | 11,150 | 0.0% | 0.11% | -2.7% |
| Q2 2023 | $628,748 | +26.0% | 11,150 | +19.3% | 0.11% | +18.3% |
| Q1 2023 | $498,823 | +37.3% | 9,350 | +32.6% | 0.09% | +31.0% |
| Q4 2022 | $363,357 | +12.5% | 7,050 | 0.0% | 0.07% | +4.4% |
| Q3 2022 | $323,000 | -0.9% | 7,050 | 0.0% | 0.07% | +6.2% |
| Q2 2022 | $326,000 | – | 7,050 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Polianta Ltd | 482,600 | $19,149,000 | 11.33% |
| Raab & Moskowitz Asset Management LLC | 111,070 | $4,407,000 | 2.03% |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 169,454 | $6,724,000 | 1.62% |
| BECK CAPITAL MANAGEMENT, LLC | 66,344 | $2,633,000 | 1.49% |
| MD Financial Management Inc. | 733,078 | $29,089,000 | 1.17% |
| Hamilton Wealth, LLC | 50,687 | $2,011,000 | 1.13% |
| Verity Asset Management, Inc. | 27,238 | $1,081,000 | 0.82% |
| QUEST CAPITAL MANAGEMENT INC /ADV | 44,967 | $1,784,000 | 0.49% |
| First City Capital Management, Inc. | 28,470 | $1,207,000 | 0.45% |
| Glen Eagle Advisors, LLC | 24,411 | $968,635 | 0.43% |