INVESCO EXCH TRD SLF IDX FD's ticker is BSCM and the CUSIP is 46138J882. A total of 286 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $858,000 | -34.6% | 40,500 | -34.6% | 0.27% | -30.9% |
| Q2 2022 | $1,312,000 | -34.7% | 61,900 | -34.4% | 0.39% | -23.0% |
| Q1 2022 | $2,008,000 | -32.7% | 94,430 | -32.3% | 0.51% | -33.7% |
| Q4 2021 | $2,984,000 | -22.4% | 139,500 | -21.9% | 0.77% | -28.9% |
| Q3 2021 | $3,845,000 | -0.4% | 178,583 | -0.1% | 1.08% | +1.4% |
| Q2 2021 | $3,861,000 | +0.2% | 178,821 | +0.4% | 1.06% | -5.3% |
| Q1 2021 | $3,855,000 | +5.0% | 178,145 | +5.5% | 1.12% | -3.9% |
| Q4 2020 | $3,672,000 | +21.7% | 168,835 | +22.2% | 1.17% | -3.0% |
| Q3 2020 | $3,018,000 | +14.1% | 138,186 | +14.1% | 1.20% | +2.8% |
| Q2 2020 | $2,644,000 | +11.7% | 121,153 | +8.4% | 1.17% | -10.1% |
| Q1 2020 | $2,368,000 | +23.6% | 111,800 | +25.5% | 1.30% | +65.9% |
| Q4 2019 | $1,916,000 | +33.2% | 89,100 | +33.2% | 0.78% | +28.9% |
| Q3 2019 | $1,438,000 | +53.1% | 66,900 | +52.4% | 0.61% | +51.2% |
| Q2 2019 | $939,000 | +158.0% | 43,905 | +154.5% | 0.40% | +145.1% |
| Q1 2019 | $364,000 | +2.2% | 17,250 | 0.0% | 0.16% | -9.9% |
| Q4 2018 | $356,000 | -22.6% | 17,250 | -22.5% | 0.18% | +2.8% |
| Q3 2018 | $460,000 | +0.2% | 22,250 | 0.0% | 0.18% | -6.8% |
| Q2 2018 | $459,000 | – | 22,250 | – | 0.19% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Eagle Capital Management, LLC | 974,162 | $21,081,000 | 6.44% |
| Fusion Family Wealth LLC | 1,817,505 | $39,331,000 | 6.09% |
| S.E.E.D. Planning Group LLC | 493,217 | $10,673,000 | 5.86% |
| TLWM | 668,706 | $14,469,000 | 5.49% |
| Lido Advisors, LLC | 13,111,264 | $283,728,000 | 4.89% |
| IMA Wealth, Inc. | 818,941 | $17,722,000 | 4.34% |
| Denver PWM, LLC | 333,523 | $7,284,000 | 4.25% |
| Red Spruce Capital, LLC | 301,682 | $6,528,000 | 4.15% |
| Omega Financial Group, LLC | 373,724 | $8,087,000 | 4.11% |
| Goepper Burkhardt LLC | 277,996 | $6,016,000 | 4.09% |