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 | $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 ↓ |
|---|---|---|---|
| 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% |