INVESCO EXCHANGE TRADED FD T's ticker is XSVM and the CUSIP is 46137V480. A total of 103 filers reported holding INVESCO EXCHANGE TRADED FD T in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $147,546 | +3.7% | 3,064 | 0.0% | 0.02% | +11.8% |
| Q2 2023 | $142,306 | +2.0% | 3,064 | 0.0% | 0.02% | -5.6% |
| Q1 2023 | $139,517 | -0.5% | 3,064 | 0.0% | 0.02% | -10.0% |
| Q4 2022 | $140,161 | -54.2% | 3,064 | -58.7% | 0.02% | -58.3% |
| Q3 2022 | $306,000 | -7.3% | 7,422 | 0.0% | 0.05% | -4.0% |
| Q2 2022 | $330,000 | -17.5% | 7,422 | 0.0% | 0.05% | -10.7% |
| Q1 2022 | $400,000 | 0.0% | 7,422 | 0.0% | 0.06% | +7.7% |
| Q4 2021 | $400,000 | – | 7,422 | – | 0.05% | – |
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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% |