INVESCO EXCH TRD SLF IDX FD's ticker is DEF and the CUSIP is 46138J775. A total of 71 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $78,187 | -26.8% | 1,193 | -22.7% | 0.00% | – |
| Q2 2023 | $106,872 | +2.9% | 1,543 | 0.0% | 0.00% | – |
| Q1 2023 | $103,854 | +1.2% | 1,543 | 0.0% | 0.00% | – |
| Q4 2022 | $102,638 | +44.6% | 1,543 | +31.2% | 0.00% | – |
| Q3 2022 | $71,000 | -33.6% | 1,176 | -29.8% | 0.00% | – |
| Q2 2022 | $107,000 | +28.9% | 1,676 | +42.5% | 0.00% | – |
| Q1 2022 | $83,000 | -3.5% | 1,176 | 0.0% | 0.00% | – |
| Q4 2021 | $86,000 | +11.7% | 1,176 | +1.1% | 0.00% | – |
| Q3 2021 | $77,000 | 0.0% | 1,163 | 0.0% | 0.00% | – |
| Q2 2021 | $77,000 | +8.5% | 1,163 | 0.0% | 0.00% | – |
| Q1 2021 | $71,000 | +2.9% | 1,163 | 0.0% | 0.00% | – |
| Q4 2020 | $69,000 | +7.8% | 1,163 | +1.3% | 0.00% | – |
| Q3 2020 | $64,000 | +8.5% | 1,148 | 0.0% | 0.00% | – |
| Q2 2020 | $59,000 | +353.8% | 1,148 | +305.7% | 0.00% | – |
| Q1 2020 | $13,000 | -18.8% | 283 | 0.0% | 0.00% | – |
| Q4 2019 | $16,000 | +6.7% | 283 | 0.0% | 0.00% | – |
| Q3 2019 | $15,000 | – | 283 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Delos Wealth Advisors, LLC | 49,465 | $3,616,000 | 3.44% |
| BerganKDV Wealth Management, LLC | 195,057 | $14,259,000 | 1.49% |
| Avant Capital LLC | 14,594 | $1,067,000 | 1.17% |
| PACIFIC SUN FINANCIAL CORP | 24,152 | $1,766,000 | 0.94% |
| 1900 WEALTH MANAGEMENT LLC | 126,871 | $9,275,000 | 0.84% |
| Connecticut Wealth Management, LLC | 133,079 | $9,728,000 | 0.76% |
| Solstein Capital, LLC | 16,384 | $1,198,000 | 0.72% |
| Cascade Investment Advisors, Inc. | 6,562 | $479,692,000 | 0.28% |
| Stratos Wealth Advisors, LLC | 42,489 | $3,106,000 | 0.22% |
| MONECO Advisors, LLC | 8,342 | $580,000 | 0.22% |