INVESCO EXCH TRD SLF IDX FD's ticker is DEF and the CUSIP is 46138J775. A total of 65 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $540,827 | +35.8% | 8,254 | +43.5% | 0.02% | +30.8% |
| Q2 2023 | $398,326 | +87252.2% | 5,752 | -15.0% | 0.01% | -13.3% |
| Q1 2023 | $456 | +223.4% | 6,769 | +219.3% | 0.02% | +150.0% |
| Q4 2022 | $141 | -99.9% | 2,120 | -49.8% | 0.01% | +50.0% |
| Q3 2022 | $254,000 | -51.1% | 4,221 | -48.3% | 0.00% | -66.7% |
| Q2 2022 | $519,000 | +1.0% | 8,159 | +11.8% | 0.01% | +140.0% |
| Q1 2022 | $514,000 | -53.6% | 7,301 | -56.4% | 0.01% | -82.1% |
| Q3 2021 | $1,107,000 | – | 16,745 | – | 0.03% | – |
Download | ||||||
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% |