INVESCO EXCH TRD SLF IDX FD's ticker is OMFL and the CUSIP is 46138J619. A total of 5 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,099,012 | +26.2% | 154,865 | +34.8% | 0.10% | +25.9% |
| Q2 2023 | $5,625,206 | +62.0% | 114,847 | +53.8% | 0.08% | +44.6% |
| Q1 2023 | $3,472,199 | +362.6% | 74,687 | +327.3% | 0.06% | +330.8% |
| Q4 2022 | $750,505 | +29.6% | 17,478 | +17.9% | 0.01% | +18.2% |
| Q3 2022 | $579,000 | – | 14,822 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ACT Advisors, LLC. | 679,715 | $34,462,000 | 25.31% |
| American Planning Services, Inc. | 254,027 | $12,879,000 | 11.40% |
| Kore Private Wealth LLC | 1,112,544 | $56,406,000 | 6.88% |
| HBK Sorce Advisory LLC | 1,881,940 | $95,415,000 | 4.83% |
| Clarius Group, LLC | 1,021,552 | $51,793,000 | 4.10% |
| Perennial Investment Advisors, LLC | 241,264 | $12,225,000 | 3.82% |
| Coco Enterprises, LLC | 192,901 | $4,261,000 | 3.35% |
| ERn Financial, LLC | 282,419 | $14,319,000 | 3.20% |
| Leicht Financial Planning & Wealth Management, Inc. | 100,387 | $5,090,000 | 2.90% |
| Monterey Private Wealth, Inc. | 79,818 | $4,047,000 | 2.00% |