INVESCO EXCH TRD SLF IDX FD's ticker is BSMS and the CUSIP is 46138J486. A total of 27 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $258,570 | +7.7% | 11,477 | +11.7% | 0.00% | – |
| Q2 2023 | $240,080 | +43.0% | 10,273 | +44.8% | 0.00% | – |
| Q1 2023 | $167,915 | +17.8% | 7,097 | +15.7% | 0.00% | – |
| Q4 2022 | $142,493 | +168.9% | 6,134 | +157.2% | 0.00% | – |
| Q3 2022 | $53,000 | – | 2,385 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sterling Financial Group, Inc. | 124,847 | $2,812,722 | 1.77% |
| DOVER ADVISORS, LLC | 21,890 | $493,169 | 0.50% |
| Key FInancial Inc | 43,991 | $991,091 | 0.33% |
| Horizons Wealth Management | 17,723 | $399,289 | 0.29% |
| CGN Advisors LLC | 89,424 | $2,014,669 | 0.27% |
| Royal Harbor Partners, LLC | 19,804 | $446,172 | 0.23% |
| Addison Advisors LLC | 16,895 | $380,635 | 0.18% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 292,256 | $6,584,352 | 0.10% |
| Asset Dedication, LLC | 24,205 | $544 | 0.05% |
| Legacy Private Trust Co. | 21,505 | $484,494 | 0.04% |