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 | $228,778 | -20.6% | 4,751 | -23.4% | 0.08% | -19.8% |
| Q2 2023 | $288,076 | -52.9% | 6,203 | -53.8% | 0.10% | -53.0% |
| Q1 2023 | $611,647 | -5.9% | 13,434 | -5.5% | 0.22% | -5.7% |
| Q4 2022 | $650,035 | -2.4% | 14,212 | -12.1% | 0.23% | -10.2% |
| Q3 2022 | $666,000 | -31.3% | 16,169 | -25.9% | 0.25% | -23.3% |
| Q2 2022 | $969,000 | -24.5% | 21,825 | -8.4% | 0.33% | -8.8% |
| Q1 2022 | $1,284,000 | – | 23,837 | – | 0.36% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cardan Capital Partners, LLC | 291,730 | $8,629,000 | 1.40% |
| Tolleson Wealth Management, Inc. | 33,333 | $986,000 | 0.68% |
| CONDOR CAPITAL MANAGEMENT | 37,688 | $1,115,000 | 0.18% |
| Ullmann Wealth Partners Group, LLC | 8,288 | $245,000 | 0.16% |
| Clearwater Capital Advisors, LLC | 20,120 | $595,000 | 0.11% |
| Institute for Wealth Management, LLC. | 11,070 | $327,000 | 0.07% |
| OPTIMUM INVESTMENT ADVISORS | 3,000 | $89,000 | 0.03% |
| CWM, LLC | 70,452 | $3,574,000 | 0.03% |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 51,260 | $1,516,000 | 0.01% |
| LPL Financial LLC | 128,463 | $3,800,000 | 0.01% |