INVESCO EXCHANGE TRADED FD T's ticker is XSVM and the CUSIP is 46137V480. A total of 112 filers reported holding INVESCO EXCHANGE TRADED FD T in Q1 2023. The put-call ratio across all filers is 0.13 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,359,407 | +5.6% | 69,770 | +1.8% | 0.02% | -4.5% |
| Q2 2023 | $3,182,070 | -23.1% | 68,520 | -24.6% | 0.02% | -29.0% |
| Q1 2023 | $4,138,209 | +4.7% | 90,890 | +5.2% | 0.03% | -3.1% |
| Q4 2022 | $3,951,506 | +165.9% | 86,391 | +139.6% | 0.03% | +77.8% |
| Q3 2022 | $1,486,000 | +16.0% | 36,057 | +25.0% | 0.02% | +12.5% |
| Q2 2022 | $1,281,000 | +41.1% | 28,844 | +71.1% | 0.02% | +45.5% |
| Q1 2022 | $908,000 | +15.7% | 16,854 | +15.7% | 0.01% | +10.0% |
| Q4 2021 | $785,000 | +48.1% | 14,562 | +38.4% | 0.01% | +42.9% |
| Q3 2021 | $530,000 | +13.0% | 10,525 | +13.8% | 0.01% | 0.0% |
| Q2 2021 | $469,000 | +55.3% | 9,247 | +48.8% | 0.01% | +16.7% |
| Q1 2021 | $302,000 | – | 6,213 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cardan Capital Partners, LLC | 285,031 | $7,522,000 | 1.32% |
| Tolleson Wealth Management, Inc. | 33,333 | $880,000 | 0.52% |
| Ullmann Wealth Partners Group, LLC | 10,122 | $267,000 | 0.20% |
| CONDOR CAPITAL MANAGEMENT | 38,244 | $1,009,000 | 0.18% |
| Clearwater Capital Advisors, LLC | 30,260 | $799,000 | 0.18% |
| Institute for Wealth Management, LLC. | 11,070 | $292,000 | 0.12% |
| OPTIMUM INVESTMENT ADVISORS | 3,000 | $79,000 | 0.03% |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 51,785 | $1,367,000 | 0.01% |
| TRUEWEALTH LLC | 746 | $20,000 | 0.01% |
| LPL Financial LLC | 131,448 | $3,469,000 | 0.01% |