INVESCO EXCH TRD SLF IDX FD's ticker is BSCM and the CUSIP is 46138J882. A total of 289 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $8,626,000 | -16.6% | 407,264 | -16.5% | 2.08% | -14.8% |
| Q2 2022 | $10,339,000 | -1.6% | 487,927 | -1.3% | 2.44% | +14.7% |
| Q1 2022 | $10,512,000 | +15.2% | 494,457 | +15.9% | 2.13% | +10.7% |
| Q4 2021 | $9,127,000 | +4.5% | 426,689 | +5.2% | 1.92% | -3.0% |
| Q3 2021 | $8,734,000 | +2.1% | 405,682 | +2.4% | 1.98% | +2.4% |
| Q2 2021 | $8,555,000 | +20.6% | 396,255 | +20.9% | 1.94% | +6.3% |
| Q1 2021 | $7,092,000 | -5.2% | 327,731 | -4.7% | 1.82% | -11.3% |
| Q4 2020 | $7,478,000 | +0.9% | 343,793 | +1.3% | 2.05% | -11.2% |
| Q3 2020 | $7,411,000 | +11.5% | 339,350 | +11.4% | 2.31% | -7.0% |
| Q2 2020 | $6,646,000 | +1.4% | 304,590 | +0.3% | 2.48% | -9.3% |
| Q1 2020 | $6,554,000 | +3.8% | 303,722 | +3.4% | 2.74% | +7.6% |
| Q4 2019 | $6,314,000 | +6.0% | 293,603 | +5.9% | 2.54% | -4.3% |
| Q3 2019 | $5,958,000 | +3.2% | 277,257 | +2.7% | 2.66% | -6.5% |
| Q2 2019 | $5,776,000 | +5.2% | 269,990 | +3.9% | 2.85% | -4.4% |
| Q1 2019 | $5,490,000 | +59.1% | 259,943 | +55.3% | 2.98% | +39.6% |
| Q4 2018 | $3,450,000 | +0.3% | 167,381 | +0.5% | 2.13% | +26.7% |
| Q3 2018 | $3,439,000 | +3.9% | 166,483 | +3.9% | 1.68% | -6.6% |
| Q2 2018 | $3,310,000 | – | 160,307 | – | 1.80% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ironwood Financial, llc | 565,895 | $11,986,000 | 8.21% |
| Trust Co of Kansas | 607,405 | $12,865,000 | 7.66% |
| Lido Advisors, LLC | 6,697,760 | $141,859,000 | 6.03% |
| TCG Advisors, LP | 337,571 | $7,150,000 | 5.87% |
| Strategic Family Wealth Counselors, L.L.C. | 333,184 | $7,057,000 | 5.27% |
| SHUFRO ROSE & CO LLC | 2,028,004 | $42,953,000 | 5.12% |
| S.E.E.D. Planning Group LLC | 247,777 | $5,248,000 | 5.10% |
| Fusion Family Wealth LLC | 891,093 | $18,873,000 | 5.06% |
| First Command Financial Services, Inc. | 407,850 | $8,639,000 | 4.68% |
| First Command Bank | 407,850 | $8,639,000 | 4.68% |