INVESCO EXCH TRD SLF IDX FD's ticker is BSJN and the CUSIP is 46138J858. A total of 135 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $395,870 | -21.4% | 16,842 | -21.4% | 0.15% | -28.3% |
| Q2 2023 | $503,890 | -0.2% | 21,433 | -3.1% | 0.21% | +10.4% |
| Q1 2023 | $504,855 | -2.0% | 22,110 | 0.0% | 0.19% | -18.3% |
| Q4 2022 | $515,385 | +3.1% | 22,110 | +0.4% | 0.24% | -1.3% |
| Q3 2022 | $500,000 | -0.6% | 22,012 | 0.0% | 0.24% | +22.7% |
| Q2 2022 | $503,000 | -9.7% | 22,012 | -2.9% | 0.19% | -5.8% |
| Q1 2022 | $557,000 | -59.7% | 22,681 | -58.6% | 0.21% | -56.6% |
| Q4 2021 | $1,383,000 | – | 54,795 | – | 0.48% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ironwood Financial, llc | 55,347 | $1,363,000 | 0.76% |
| Mirador Capital Partners LP | 46,517 | $1,146,000 | 0.71% |
| SFE Investment Counsel | 48,606 | $1,197,000 | 0.61% |
| AlphaStar Capital Management, LLC | 62,974 | $1,551,000 | 0.50% |
| WRAPMANAGER INC | 32,092 | $790,000 | 0.28% |
| Bluefin Trading, LLC | 70,324 | $1,732,000 | 0.18% |
| Flaharty Asset Management, LLC | 15,395 | $379,000 | 0.16% |
| ADVISORS MANAGEMENT GROUP INC /ADV | 10,078 | $248,000 | 0.13% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 28,591 | $704,000 | 0.12% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 474,006 | $11,675,000 | 0.09% |