INVESCO EXCHANGE TRADED FD T's ticker is XSVM and the CUSIP is 46137V480. A total of 103 filers reported holding INVESCO EXCHANGE TRADED FD T in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $437,876 | +3.7% | 9,094 | 0.0% | 0.11% | +6.7% |
| Q2 2023 | $422,325 | +2.0% | 9,094 | 0.0% | 0.10% | -1.9% |
| Q1 2023 | $414,050 | -0.5% | 9,094 | 0.0% | 0.11% | -1.9% |
| Q4 2022 | $415,960 | +10.9% | 9,094 | 0.0% | 0.11% | +0.9% |
| Q3 2022 | $375,000 | -7.2% | 9,094 | 0.0% | 0.11% | -1.8% |
| Q2 2022 | $404,000 | -17.6% | 9,094 | 0.0% | 0.11% | -7.6% |
| Q1 2022 | $490,000 | 0.0% | 9,094 | 0.0% | 0.12% | +5.4% |
| Q4 2021 | $490,000 | +7.0% | 9,094 | 0.0% | 0.11% | -14.5% |
| Q3 2021 | $458,000 | -0.7% | 9,094 | 0.0% | 0.13% | +0.8% |
| Q2 2021 | $461,000 | +4.3% | 9,094 | 0.0% | 0.13% | -0.8% |
| Q1 2021 | $442,000 | +39.0% | 9,094 | 0.0% | 0.13% | +22.4% |
| Q4 2020 | $318,000 | +30.3% | 9,094 | 0.0% | 0.11% | +13.8% |
| Q3 2020 | $244,000 | +9.4% | 9,094 | 0.0% | 0.09% | +5.6% |
| Q2 2020 | $223,000 | – | 9,094 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Portfolio Strategies, Inc. | 659,370 | $33,446,000 | 6.64% |
| Fermata Advisors, LLC | 34,959 | $1,774,000 | 1.03% |
| Fulcrum Equity Management | 46,145 | $2,341,000 | 0.87% |
| Crescent Capital Consulting, LLC | 76,618 | $3,886,000 | 0.73% |
| EWG Elevate Inc. | 29,118 | $1,494,000 | 0.58% |
| Tolleson Wealth Management, Inc. | 33,333 | $1,691,000 | 0.46% |
| Cardan Capital Partners, LLC | 73,124 | $3,710,000 | 0.41% |
| Armbruster Capital Management, Inc. | 9,094 | $461,000 | 0.13% |
| Gladstone Institutional Advisory LLC | 17,638 | $895 | 0.11% |
| Institute for Wealth Management, LLC. | 9,740 | $494,000 | 0.09% |