INVESCO EXCH TRD SLF IDX FD's ticker is OMFS and the CUSIP is 46138J593. A total of 31 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $49,796,783 | -2.5% | 1,467,633 | +4.1% | 0.04% | -5.4% |
| Q2 2023 | $51,083,939 | +39.1% | 1,409,990 | +34.9% | 0.04% | +27.6% |
| Q1 2023 | $36,726,993 | +27.9% | 1,045,013 | +24.4% | 0.03% | +16.0% |
| Q4 2022 | $28,714,904 | +198.5% | 840,108 | +176.0% | 0.02% | +177.8% |
| Q3 2022 | $9,620,000 | +77.6% | 304,406 | +87.3% | 0.01% | +80.0% |
| Q2 2022 | $5,416,000 | -43.6% | 162,488 | -34.2% | 0.01% | -37.5% |
| Q1 2022 | $9,603,000 | -19.9% | 247,118 | -13.3% | 0.01% | -20.0% |
| Q4 2021 | $11,994,000 | +10.4% | 284,989 | +4.0% | 0.01% | 0.0% |
| Q3 2021 | $10,865,000 | +1.5% | 274,016 | +6.4% | 0.01% | -9.1% |
| Q2 2021 | $10,708,000 | +24.4% | 257,643 | +17.9% | 0.01% | +10.0% |
| Q1 2021 | $8,611,000 | +1300.2% | 218,507 | +1071.2% | 0.01% | +900.0% |
| Q4 2020 | $615,000 | +24.0% | 18,657 | -10.7% | 0.00% | 0.0% |
| Q3 2020 | $496,000 | +40.1% | 20,885 | +35.1% | 0.00% | 0.0% |
| Q2 2020 | $354,000 | +81.5% | 15,460 | +53.3% | 0.00% | – |
| Q1 2020 | $195,000 | – | 10,088 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SEARCY FINANCIAL SERVICES INC /ADV | 449,973 | $17,486,000 | 10.26% |
| Atlas Private Wealth Advisors | 178,347 | $6,931,000 | 3.08% |
| LWM Advisory Services, LLC | 20,882 | $811,000 | 1.01% |
| GeoWealth Management, LLC | 222,468 | $8,644,000 | 0.76% |
| IAG Wealth Partners, LLC | 32,522 | $1,264,000 | 0.40% |
| Dynamic Advisor Solutions LLC | 64,856 | $2,520,000 | 0.18% |
| Apella Capital, LLC | 28,206 | $1,096,000 | 0.15% |
| ERn Financial, LLC | 16,777 | $652,000 | 0.14% |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 52,469 | $2,057,000 | 0.08% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 7,369 | $286,000 | 0.05% |