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 | $5,587,345 | +6.8% | 116,040 | +3.0% | 4.25% | +7.4% |
| Q2 2023 | $5,229,605 | +35.7% | 112,610 | +33.1% | 3.96% | +26.4% |
| Q1 2023 | $3,852,905 | -2.4% | 84,623 | -1.9% | 3.13% | -9.0% |
| Q4 2022 | $3,945,813 | +17.1% | 86,266 | +5.5% | 3.44% | +8.2% |
| Q3 2022 | $3,369,000 | -5.0% | 81,781 | +2.4% | 3.18% | -2.8% |
| Q2 2022 | $3,548,000 | -3.9% | 79,894 | +16.5% | 3.27% | +11.9% |
| Q1 2022 | $3,693,000 | +257.8% | 68,552 | +257.9% | 2.92% | +249.5% |
| Q4 2021 | $1,032,000 | – | 19,156 | – | 0.84% | – |
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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% |