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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,758,146 | +6.0% | 36,514 | +2.3% | 0.23% | +10.0% |
| Q2 2023 | $1,658,050 | +1.1% | 35,703 | -0.9% | 0.21% | -5.4% |
| Q1 2023 | $1,639,730 | -4.9% | 36,014 | -4.4% | 0.22% | -6.7% |
| Q4 2022 | $1,723,886 | +14.4% | 37,689 | +3.0% | 0.24% | +4.4% |
| Q3 2022 | $1,507,000 | -3.6% | 36,576 | +3.9% | 0.23% | -5.0% |
| Q2 2022 | $1,564,000 | – | 35,209 | – | 0.24% | – |
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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% |