Ballentine Partners, LLC - INVESCO EXCH TRD SLF IDX FD ownership

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
Ballentine Partners, LLC ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q3 2023$319,688
-6.4%
6,9740.0%0.01%0.0%
Q2 2023$341,587
+7.8%
6,974
+2.3%
0.01%0.0%
Q1 2023$317,0156,8190.01%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q4 2023
NameSharesValueWeighting ↓
Kore Private Wealth LLC 602,926$17,907,0004.04%
Clarius Group, LLC 363,280$10,789,0002.17%
CreativeOne Wealth, LLC 209,024$6,208,0001.30%
Brinker Capital Investments, LLC 985,111$29,258,0000.92%
Carroll Financial Associates, Inc. 345,316$10,255,0000.89%
RiverFront Investment Group, LLC 1,044,078$31,008,0000.78%
Invesco Ltd. 26,959,288$800,691,0000.21%
CITIGROUP INC 5,950,000$176,715,0000.14%
Vestmark Advisory Solutions, Inc. 15,107$449,0000.08%
Janney Montgomery Scott LLC 186,155$5,529,0000.04%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders