INVESCO EXCH TRD SLF IDX FD's ticker is OMFL and the CUSIP is 46138J619. A total of 50 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $34,951,000 | +12.1% | 688,293 | +2.2% | 1.86% | +6.8% |
| Q3 2021 | $31,176,000 | -0.0% | 673,368 | +1.0% | 1.74% | -1.3% |
| Q2 2021 | $31,185,000 | +9.5% | 666,774 | +3.3% | 1.76% | +0.8% |
| Q1 2021 | $28,478,000 | +14.3% | 645,622 | +3.0% | 1.75% | +5.7% |
| Q4 2020 | $24,906,000 | +29.8% | 626,898 | +1.0% | 1.66% | +11.9% |
| Q3 2020 | $19,186,000 | +5.8% | 620,506 | +1.7% | 1.48% | -2.1% |
| Q2 2020 | $18,141,000 | +17.2% | 610,000 | +2.5% | 1.51% | -0.5% |
| Q1 2020 | $15,484,000 | +0.6% | 595,108 | +29.4% | 1.52% | +24.3% |
| Q4 2019 | $15,394,000 | +25.6% | 459,805 | +16.5% | 1.22% | +14.3% |
| Q3 2019 | $12,252,000 | +19.5% | 394,850 | +14.3% | 1.07% | +19.8% |
| Q2 2019 | $10,255,000 | – | 345,316 | – | 0.89% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LWM Advisory Services, LLC | 393,888 | $18,055,829 | 19.36% |
| ACT Advisors, LLC. | 446,945 | $20,487,972 | 12.69% |
| Solano Wealth Management, Inc. | 388,598 | $17,813,346 | 12.36% |
| Alpha Financial Advisors, LLC | 422,608 | $19,372,340 | 12.27% |
| Core Wealth Advisors, Inc. | 332,616 | $15,247,108 | 6.24% |
| American Planning Services, Inc. | 202,288 | $9,272,882 | 6.16% |
| WALLER FINANCIAL PLANNING GROUP, INC | 433,604 | $19,876,417 | 5.78% |
| Rooted Wealth Advisors, Inc. | 191,891 | $9,090 | 5.60% |
| Burt Wealth Advisors | 396,776 | $18,188,212 | 5.59% |
| HBK Sorce Advisory LLC | 2,730,326 | $125,158,146 | 5.51% |