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 | $3,230,672 | -1.1% | 67,096 | -4.6% | 1.16% | +4.6% |
| Q2 2023 | $3,267,193 | -3.2% | 70,353 | -5.1% | 1.11% | -7.9% |
| Q1 2023 | $3,374,228 | -1.5% | 74,110 | -1.0% | 1.21% | -9.0% |
| Q4 2022 | $3,425,011 | +15.9% | 74,880 | +4.5% | 1.33% | +6.6% |
| Q3 2022 | $2,954,000 | -5.2% | 71,688 | +2.2% | 1.25% | +0.2% |
| Q2 2022 | $3,115,000 | +13.6% | 70,150 | +37.8% | 1.24% | +10.9% |
| Q1 2022 | $2,743,000 | +21.4% | 50,919 | +21.5% | 1.12% | +35.0% |
| Q4 2021 | $2,259,000 | – | 41,917 | – | 0.83% | – |
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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% |