INVESCO EXCH TRD SLF IDX FD's ticker is BSJS and the CUSIP is 46138J452. A total of 35 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,245,174 | +25.2% | 157,610 | +27.7% | 4.04% | +33.7% |
| Q2 2023 | $2,591,833 | +495.6% | 123,450 | +508.1% | 3.02% | +498.4% |
| Q1 2023 | $435,131 | +3.6% | 20,300 | 0.0% | 0.50% | -10.5% |
| Q4 2022 | $419,906 | +25.3% | 20,300 | +21.9% | 0.56% | +26.2% |
| Q3 2022 | $335,000 | -3.7% | 16,650 | 0.0% | 0.45% | +5.2% |
| Q2 2022 | $348,000 | +69.8% | 16,650 | +105.6% | 0.42% | +177.8% |
| Q4 2021 | $205,000 | – | 8,100 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BANTA ASSET MANAGEMENT LP | 20,300 | $419,906 | 0.56% |
| Carmel Capital Partners, LLC | 29,842 | $617,282 | 0.43% |
| SFE Investment Counsel | 46,107 | $988,765 | 0.31% |
| 4Thought Financial Group Inc. | 14,643 | $303,000 | 0.27% |
| Straight Path Wealth Management | 13,231 | $273,683 | 0.26% |
| Ironwood Financial, llc | 35,333 | $730,863 | 0.23% |
| MONECO Advisors, LLC | 17,967 | $371,647 | 0.13% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 20,479 | $423,608 | 0.02% |
| Carnegie Capital Asset Management, LLC | 17,002 | $351,686 | 0.02% |
| SJS Investment Consulting Inc. | 1,365 | $28,235 | 0.01% |