INVESCO EXCHANGE TRADED FD T's ticker is XSVM and the CUSIP is 46137V480. A total of 112 filers reported holding INVESCO EXCHANGE TRADED FD T in Q1 2023. The put-call ratio across all filers is 0.13 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $379,219 | -43.8% | 8,166 | -44.9% | 0.01% | -50.0% |
| Q1 2023 | $674,736 | -4.5% | 14,820 | -4.0% | 0.01% | -9.1% |
| Q4 2022 | $706,216 | -47.5% | 15,439 | -52.7% | 0.01% | -52.2% |
| Q3 2022 | $1,344,909 | -15.9% | 32,643 | -9.4% | 0.02% | -23.3% |
| Q2 2022 | $1,600,000 | – | 36,012 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cardan Capital Partners, LLC | 285,031 | $7,522,000 | 1.32% |
| Tolleson Wealth Management, Inc. | 33,333 | $880,000 | 0.52% |
| Ullmann Wealth Partners Group, LLC | 10,122 | $267,000 | 0.20% |
| CONDOR CAPITAL MANAGEMENT | 38,244 | $1,009,000 | 0.18% |
| Clearwater Capital Advisors, LLC | 30,260 | $799,000 | 0.18% |
| Institute for Wealth Management, LLC. | 11,070 | $292,000 | 0.12% |
| OPTIMUM INVESTMENT ADVISORS | 3,000 | $79,000 | 0.03% |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 51,785 | $1,367,000 | 0.01% |
| TRUEWEALTH LLC | 746 | $20,000 | 0.01% |
| LPL Financial LLC | 131,448 | $3,469,000 | 0.01% |