INVESCO EXCH TRD SLF IDX FD's ticker is BSCM and the CUSIP is 46138J882. A total of 295 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $2,434,000 | +11.5% | 113,032 | +11.8% | 0.34% | +11.7% |
| Q2 2021 | $2,183,000 | +4.1% | 101,092 | +4.3% | 0.31% | -3.4% |
| Q1 2021 | $2,098,000 | +16.1% | 96,963 | +16.7% | 0.32% | +9.2% |
| Q4 2020 | $1,807,000 | +13.9% | 83,080 | +14.3% | 0.29% | +1.4% |
| Q3 2020 | $1,587,000 | +26.6% | 72,668 | +26.4% | 0.29% | +15.1% |
| Q2 2020 | $1,254,000 | +182.4% | 57,482 | +174.3% | 0.25% | +132.4% |
| Q1 2020 | $444,000 | -2.2% | 20,956 | -0.6% | 0.11% | +31.7% |
| Q4 2019 | $454,000 | +40.1% | 21,093 | +39.7% | 0.08% | +28.1% |
| Q3 2019 | $324,000 | +2.2% | 15,098 | +1.8% | 0.06% | 0.0% |
| Q2 2019 | $317,000 | +1.6% | 14,838 | +0.4% | 0.06% | -1.5% |
| Q1 2019 | $312,000 | +20.0% | 14,773 | +17.3% | 0.06% | +8.3% |
| Q4 2018 | $260,000 | +6.6% | 12,595 | +6.8% | 0.06% | +20.0% |
| Q3 2018 | $244,000 | +2.5% | 11,790 | +2.4% | 0.05% | +2.0% |
| Q2 2018 | $238,000 | – | 11,510 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fusion Family Wealth LLC | 1,796,164 | $39,228,000 | 7.92% |
| Trust Co of Kansas | 628,235 | $13,721,000 | 6.96% |
| Ironwood Financial, llc | 625,495 | $13,661,000 | 6.86% |
| Eagle Capital Management, LLC | 675,106 | $14,744,000 | 6.08% |
| Lido Advisors, LLC | 10,035,829 | $219,183,000 | 5.61% |
| S.E.E.D. Planning Group LLC | 341,335 | $7,455,000 | 5.46% |
| DWM Financial Group, Inc. | 156,139 | $3,410,000 | 5.33% |
| Strategic Family Wealth Counselors, L.L.C. | 390,421 | $8,527,000 | 4.78% |
| Red Spruce Capital, LLC | 250,283 | $5,466,000 | 4.44% |
| Denver PWM, LLC | 333,523 | $7,284,000 | 4.24% |