XSVM · Insider trading · 13F holders · Congress trades
Invesco Exchange Traded Fd T (XSVM)
Who is buying and selling XSVM: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 17
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
XSVM at a glance
- No open-market insider purchases or sales of XSVM were filed in the last 90 days.
- 17 13F filers hold XSVM among their 50 largest positions, worth $68.5M combined. The biggest bets by portfolio weight are 360 Financial, Inc. (5.9%), Altman Advisors, Inc. (3.5%) and Bestgate Wealth Advisors, LLC (2.7%). In their latest 13Fs, 0 managers opened a new position and 3 added to one.
- No member of Congress has disclosed a trade in XSVM.
XSVM insider trading
No open-market insider purchases or sales of XSVM were filed in the last 90 days.
Who owns XSVM? Hedge funds and superinvestors
17 13F filers hold XSVM among their 50 largest positions, worth $68.5M combined. The biggest bets by portfolio weight are 360 Financial, Inc. (5.9%), Altman Advisors, Inc. (3.5%) and Bestgate Wealth Advisors, LLC (2.7%). In their latest 13Fs, 0 managers opened a new position and 3 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| 360 Financial, Inc.Wealth manager | 5.9% | $23.1M | 331,398 | +2.2% shares | Q2 2026 |
| Altman Advisors, Inc.Wealth manager | 3.5% | $9.7M | 139,180 | -0.6% shares | Q2 2026 |
| Premier Path Wealth Partners, LLCWealth manager | 0.5% | $4.6M | 71,039 | — | Q3 2026 |
| Kellett Wealth Advisors, LLCWealth manager | 1.6% | $4.3M | 66,293 | -7.0% shares | Q3 2026 |
| Bestgate Wealth Advisors, LLCWealth manager | 2.7% | $4.3M | 66,155 | +172.5% shares | Q3 2026 |
| Fermata Advisors, LLCWealth manager | 0.7% | $3.5M | 53,469 | +2.3% shares | Q3 2026 |
| Dopkins Wealth Management, LLCWealth manager | 1.2% | $3.2M | 45,814 | +1.2% shares | Q2 2026 |
| Williams & Novak Wealth Management, LLCWealth manager | 1.6% | $2.6M | 40,351 | +15.0% shares | Q3 2026 |
| Apex Wealth Management, LLCWealth manager | 1.3% | $2.3M | 35,090 | +0.6% shares | Q3 2026 |
| Tolleson Wealth Management, Inc.Wealth manager | 0.3% | $2.1M | 30,000 | +0.0% shares | Q2 2026 |
| New Wave Wealth Advisors LLCWealth manager | 0.5% | $1.9M | 29,310 | +0.6% shares | Q3 2026 |
| Lowery Thomas, LLCWealth manager | 0.9% | $1.8M | 26,088 | +0.4% shares | Q2 2026 |
| Traction Financial Partners, LLCWealth manager | 0.8% | $1.5M | 21,436 | -7.0% shares | Q2 2026 |
| OxenFree Capital LLCWealth manager | 0.5% | $1.3M | 19,063 | +3.5% shares | Q3 2026 |
| SFM, LLC d/b/a Sweeney Financial AdvisorsWealth manager | 0.5% | $941K | 14,447 | -18.0% shares | Q3 2026 |
| Del-Sette Capital Management, LLCWealth manager | 0.5% | $841K | 12,925 | +5.1% shares | Q3 2026 |
| Valued Wealth Advisors LLCWealth manager | 0.2% | $531K | 7,625 | -9.3% shares | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 10, Q2 2026: 7). Screen XSVM in the grand portfolio →
XSVM stock trades by members of Congress
No member of Congress has disclosed a trade in XSVM.
XSVM questions and answers
Are insiders buying XSVM stock?
No open-market insider purchases or sales of XSVM were filed in the last 90 days.
Which hedge funds own XSVM?
17 13F filers hold XSVM among their 50 largest positions, worth $68.5M combined. The biggest bets by portfolio weight are 360 Financial, Inc. (5.9%), Altman Advisors, Inc. (3.5%) and Bestgate Wealth Advisors, LLC (2.7%). In their latest 13Fs, 0 managers opened a new position and 3 added to one.
Has Congress traded XSVM?
No member of Congress has disclosed a trade in XSVM.
Who is the largest holder of XSVM?
Among 13F filers, 360 Financial, Inc. reports the largest XSVM position, $23.1M (331,398 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is 360 Financial, Inc.'s: 5.9% of its portfolio.
Cite or share this
Free to use with a link back. The data updates every filing day.