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 | $1,452,778 | +22.1% | 30,159 | +17.8% | 0.41% | -62.0% |
| Q2 2023 | $1,189,712 | -7.8% | 25,606 | -9.2% | 1.08% | +181.7% |
| Q4 2022 | $1,290,306 | +12.7% | 28,194 | +1.5% | 0.38% | +2.4% |
| Q3 2022 | $1,145,000 | -15.4% | 27,765 | -8.8% | 0.37% | -21.0% |
| Q2 2022 | $1,353,000 | -12.0% | 30,447 | +6.7% | 0.47% | -18.2% |
| Q1 2022 | $1,538,000 | -6.5% | 28,539 | -6.5% | 0.58% | -4.2% |
| Q4 2021 | $1,645,000 | +85.5% | 30,529 | +73.3% | 0.60% | +53.6% |
| Q3 2021 | $887,000 | -50.0% | 17,619 | -49.6% | 0.39% | -62.0% |
| Q2 2021 | $1,774,000 | +90.5% | 34,959 | +81.6% | 1.03% | +31.7% |
| Q1 2021 | $931,000 | – | 19,249 | – | 0.78% | – |
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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% |