INVESCO EXCH TRD SLF IDX FD's ticker is OMFS and the CUSIP is 46138J593. A total of 40 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,881,520 | +26.4% | 55,453 | +35.0% | 0.00% | 0.0% |
| Q2 2023 | $1,488,038 | +72.7% | 41,072 | +67.5% | 0.00% | – |
| Q1 2023 | $861,756 | +49.6% | 24,520 | +45.5% | 0.00% | – |
| Q4 2022 | $576,104 | +127.7% | 16,855 | +110.2% | 0.00% | – |
| Q3 2022 | $253,000 | -14.8% | 8,020 | -10.1% | 0.00% | – |
| Q2 2022 | $297,000 | -18.9% | 8,920 | -5.2% | 0.00% | – |
| Q1 2022 | $366,000 | -2.4% | 9,411 | +5.5% | 0.00% | – |
| Q4 2021 | $375,000 | +4587.5% | 8,920 | +4360.0% | 0.00% | – |
| Q3 2021 | $8,000 | -20.0% | 200 | -53.3% | 0.00% | – |
| Q3 2020 | $10,000 | +233.3% | 428 | +248.0% | 0.00% | – |
| Q2 2020 | $3,000 | – | 123 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Atlas Private Wealth Advisors | 80,021 | $3,368,000 | 1.56% |
| LWM Advisory Services, LLC | 24,477 | $1,030,000 | 1.28% |
| Collaborative Wealth Managment Inc. | 49,133 | $2,068,000 | 1.13% |
| GeoWealth Management, LLC | 162,883 | $6,854,000 | 0.56% |
| IAG Wealth Partners, LLC | 19,027 | $801,000 | 0.26% |
| Apella Capital, LLC | 33,283 | $1,401,000 | 0.18% |
| Dynamic Advisor Solutions LLC | 46,439 | $1,955,000 | 0.14% |
| ERn Financial, LLC | 10,166 | $428,000 | 0.10% |
| Advisor Resource Council | 27,275 | $1,148,000 | 0.09% |
| Raymond James Financial Services Advisors, Inc. | 1,019,442 | $42,905,000 | 0.08% |