INVESCO EXCH TRD SLF IDX FD's ticker is DEF and the CUSIP is 46138J775. A total of 74 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $793 | -27.0% | 11,453 | -29.0% | 0.03% | -22.7% |
| Q1 2023 | $1,086 | -99.8% | 16,138 | +127.7% | 0.04% | +214.3% |
| Q4 2021 | $518,000 | +7.0% | 7,086 | -3.2% | 0.01% | -26.3% |
| Q3 2021 | $484,000 | -68.6% | 7,320 | -68.7% | 0.02% | -75.3% |
| Q2 2021 | $1,542,000 | +58.3% | 23,393 | +46.8% | 0.08% | +45.3% |
| Q1 2021 | $974,000 | +169.1% | 15,934 | +160.4% | 0.05% | +112.0% |
| Q4 2020 | $362,000 | – | 6,118 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Delos Wealth Advisors, LLC | 49,465 | $3,616,000 | 3.44% |
| BerganKDV Wealth Management, LLC | 195,057 | $14,259,000 | 1.49% |
| Avant Capital LLC | 14,594 | $1,067,000 | 1.17% |
| PACIFIC SUN FINANCIAL CORP | 24,152 | $1,766,000 | 0.94% |
| 1900 WEALTH MANAGEMENT LLC | 126,871 | $9,275,000 | 0.84% |
| Connecticut Wealth Management, LLC | 133,079 | $9,728,000 | 0.76% |
| Solstein Capital, LLC | 16,384 | $1,198,000 | 0.72% |
| Cascade Investment Advisors, Inc. | 6,562 | $479,692,000 | 0.28% |
| Stratos Wealth Advisors, LLC | 42,489 | $3,106,000 | 0.22% |
| MONECO Advisors, LLC | 8,342 | $580,000 | 0.22% |