INVESCO EXCH TRD SLF IDX FD's ticker is OMFL and the CUSIP is 46138J619. A total of 205 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is 1.09 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $26,806,047 | +59.1% | 584,773 | +70.0% | 0.04% | +59.1% |
| Q2 2023 | $16,844,833 | +3636.2% | 343,912 | +3446.2% | 0.02% | +2100.0% |
| Q1 2023 | $450,860 | +2699.9% | 9,698 | +2486.1% | 0.00% | – |
| Q4 2022 | $16,103 | +7.4% | 375 | 0.0% | 0.00% | – |
| Q3 2022 | $15,000 | -85.3% | 375 | -84.8% | 0.00% | – |
| Q2 2022 | $102,000 | +466.7% | 2,473 | +559.5% | 0.00% | – |
| Q1 2022 | $18,000 | -35.7% | 375 | -32.1% | 0.00% | – |
| Q4 2021 | $28,000 | -34.9% | 552 | -40.9% | 0.00% | – |
| Q3 2021 | $43,000 | -92.1% | 934 | -95.5% | 0.00% | -100.0% |
| Q1 2020 | $544,000 | -43.5% | 20,894 | -27.3% | 0.00% | -33.3% |
| Q4 2019 | $962,000 | – | 28,741 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ACT Advisors, LLC. | 671,117 | $28,817,743 | 18.34% |
| Alpha Financial Advisors, LLC | 402,498 | $17,283,262 | 15.01% |
| American Planning Services, Inc. | 173,708 | $7,459,022 | 7.45% |
| HBK Sorce Advisory LLC | 5,197,570 | $223,184 | 6.00% |
| Perennial Investment Advisors, LLC | 258,346 | $11,093,179 | 4.51% |
| Clarius Group, LLC | 1,108,466 | $47,598 | 4.29% |
| Fluent Financial, LLC | 162,543 | $6,979,510 | 4.16% |
| ERn Financial, LLC | 413,551 | $17,757,861 | 4.05% |
| AJ WEALTH STRATEGIES, LLC | 1,656,452 | $71,128 | 3.74% |
| Leicht Financial Planning & Wealth Management, Inc. | 102,382 | $4,396,283 | 2.95% |