INVESCO EXCHANGE TRADED FD T's ticker is XSVM and the CUSIP is 46137V480. A total of 126 filers reported holding INVESCO EXCHANGE TRADED FD T in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,472,152 | -10.9% | 47,196 | -3.2% | 0.69% | -13.4% |
| Q1 2024 | $2,775,828 | -16.0% | 48,750 | -20.0% | 0.80% | -25.1% |
| Q4 2023 | $3,302,907 | +2.2% | 60,973 | -9.1% | 1.06% | -8.6% |
| 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 ↓ |
|---|---|---|---|
| Del-Sette Capital Management, LLC | 129,219 | $6,964,000 | 6.69% |
| Fortress Wealth Management, Inc. | 82,083 | $4,423,000 | 3.33% |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 151,505 | $8,165,000 | 2.47% |
| Fulcrum Equity Management | 75,756 | $4,082,000 | 1.53% |
| MONEY CONCEPTS CAPITAL CORP | 264,699 | $14,265,000 | 1.21% |
| Aspire Wealth Management Corp | 19,156 | $1,032,000 | 0.84% |
| Marshall Financial Group, LLC | 41,917 | $2,259,000 | 0.83% |
| LWM Advisory Services, LLC | 10,902 | $588,000 | 0.73% |
| MONECO Advisors, LLC | 31,957 | $1,660,000 | 0.62% |
| Fermata Advisors, LLC | 30,529 | $1,645,000 | 0.60% |