INVESCO EXCH TRD SLF IDX FD's ticker is BSJP and the CUSIP is 46138J817. A total of 148 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,186 | +22.4% | 139,055 | +22.6% | 0.04% | +14.7% |
| Q1 2024 | $2,603 | +58.0% | 113,429 | +56.5% | 0.03% | +47.8% |
| Q4 2023 | $1,647 | +6.7% | 72,463 | +5.6% | 0.02% | -4.2% |
| Q3 2023 | $1,543 | +8.1% | 68,644 | +8.4% | 0.02% | +4.3% |
| Q2 2023 | $1,427 | +26.2% | 63,303 | +25.8% | 0.02% | +21.1% |
| Q1 2023 | $1,131 | -99.7% | 50,312 | +218.4% | 0.02% | +216.7% |
| Q4 2022 | $349,000 | – | 15,800 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Financial Group LLC | 424,477 | $10,352,000 | 4.45% |
| Ironwood Financial, llc | 366,660 | $9,005,000 | 2.47% |
| Straight Path Wealth Management | 115,033 | $2,825,000 | 2.46% |
| Harrison & Co Wealth Management, LLC | 98,530 | $2,420,000 | 2.04% |
| S.E.E.D. Planning Group LLC | 180,704 | $4,438,000 | 1.93% |
| BANTA ASSET MANAGEMENT LP | 97,100 | $2,385,000 | 1.78% |
| SFE Investment Counsel | 258,381 | $6,346,000 | 1.63% |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 49,000 | $1,203,440,000 | 1.12% |
| MCDONALD PARTNERS LLC | 49,000 | $1,203,440,000 | 1.12% |
| RPg Family Wealth Advisory, LLC | 104,376 | $2,563,475,000 | 1.01% |