INVESCO EXCHANGE TRADED FD T's ticker is XSVM and the CUSIP is 46137V480. A total of 1 filers reported holding INVESCO EXCHANGE TRADED FD T in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,648,230 | +22.4% | 75,768 | +18.0% | 0.03% | +26.9% |
| Q2 2023 | $2,981,527 | -11.4% | 64,202 | -13.1% | 0.03% | -18.8% |
| Q1 2023 | $3,363,722 | +99389.0% | 73,879 | -0.1% | 0.03% | – |
| Q4 2022 | $3,381 | -99.9% | 73,921 | +9.3% | 0.00% | -100.0% |
| Q3 2022 | $2,785,000 | -15.7% | 67,602 | -9.1% | 0.03% | +10.3% |
| Q2 2022 | $3,304,000 | -25.2% | 74,395 | -9.3% | 0.03% | -14.7% |
| Q1 2022 | $4,418,000 | +29.6% | 82,015 | +29.6% | 0.03% | +30.8% |
| Q4 2021 | $3,410,000 | +84.4% | 63,283 | +72.3% | 0.03% | +116.7% |
| Q3 2021 | $1,849,000 | +5.2% | 36,739 | +6.1% | 0.01% | -20.0% |
| Q2 2021 | $1,757,000 | +390.8% | 34,633 | +369.7% | 0.02% | +400.0% |
| Q1 2021 | $358,000 | +3480.0% | 7,373 | +1689.6% | 0.00% | – |
| Q2 2020 | $10,000 | – | 412 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 93,498 | $4,706,000 | 2.69% |
| Fulcrum Equity Management | 52,484 | $2,642,000 | 1.02% |
| Crescent Capital Consulting, LLC | 53,582 | $2,701,000 | 0.50% |
| Tolleson Wealth Management, Inc. | 30,000 | $1,510,000 | 0.43% |
| Fermata Advisors, LLC | 17,619 | $887,000 | 0.39% |
| Cardan Capital Partners, LLC | 47,563 | $2,394,000 | 0.27% |
| Archford Capital Strategies, LLC | 19,078 | $960,000 | 0.23% |
| Gladstone Institutional Advisory LLC | 36,400 | $1,832 | 0.18% |
| Armbruster Capital Management, Inc. | 9,094 | $458,000 | 0.13% |
| MONECO Advisors, LLC | 6,389 | $322,000 | 0.13% |