INVESCO EXCH TRD SLF IDX FD's ticker is BSCM and the CUSIP is 46138J882. A total of 246 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $870,000 | -5.7% | 40,666 | -5.1% | 0.40% | -19.3% |
| Q3 2021 | $923,000 | +15.8% | 42,850 | +16.1% | 0.50% | +11.7% |
| Q2 2021 | $797,000 | +1.1% | 36,902 | +1.3% | 0.44% | -6.7% |
| Q1 2021 | $788,000 | +7.2% | 36,423 | +7.8% | 0.48% | -0.4% |
| Q4 2020 | $735,000 | -58.4% | 33,789 | -58.2% | 0.48% | -63.7% |
| Q3 2020 | $1,765,000 | -0.7% | 80,825 | -0.8% | 1.32% | -7.9% |
| Q2 2020 | $1,778,000 | +6.1% | 81,483 | +3.1% | 1.44% | -11.1% |
| Q1 2020 | $1,675,000 | +3.8% | 79,071 | +5.4% | 1.61% | +25.0% |
| Q4 2019 | $1,613,000 | +8.0% | 74,994 | +7.9% | 1.29% | +3.4% |
| Q3 2019 | $1,494,000 | +23.5% | 69,509 | +22.9% | 1.25% | +17.3% |
| Q2 2019 | $1,210,000 | – | 56,572 | – | 1.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Eagle Capital Management, LLC | 974,162 | $21,081,000 | 6.44% |
| Fusion Family Wealth LLC | 1,817,505 | $39,331,000 | 6.09% |
| S.E.E.D. Planning Group LLC | 493,217 | $10,673,000 | 5.86% |
| TLWM | 668,706 | $14,469,000 | 5.49% |
| Lido Advisors, LLC | 13,111,264 | $283,728,000 | 4.89% |
| IMA Wealth, Inc. | 818,941 | $17,722,000 | 4.34% |
| Denver PWM, LLC | 333,523 | $7,284,000 | 4.25% |
| Red Spruce Capital, LLC | 301,682 | $6,528,000 | 4.15% |
| Omega Financial Group, LLC | 373,724 | $8,087,000 | 4.11% |
| Goepper Burkhardt LLC | 277,996 | $6,016,000 | 4.09% |