INVESCO EXCH TRD SLF IDX FD's ticker is OMFL and the CUSIP is 46138J619. A total of 109 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,172,492 | -1.3% | 69,208 | +5.5% | 0.26% | -0.4% |
| Q2 2023 | $3,212,838 | +20.9% | 65,595 | +14.8% | 0.26% | +6.0% |
| Q1 2023 | $2,656,539 | +756.0% | 57,142 | +690.6% | 0.25% | +681.2% |
| Q4 2022 | $310,350 | +20.3% | 7,228 | +9.4% | 0.03% | +6.7% |
| Q3 2022 | $258,000 | +15.7% | 6,605 | +22.2% | 0.03% | +20.0% |
| Q2 2022 | $223,000 | -33.6% | 5,407 | -23.4% | 0.02% | -21.9% |
| Q1 2022 | $336,000 | +37.1% | 7,056 | +46.2% | 0.03% | +39.1% |
| Q4 2021 | $245,000 | – | 4,827 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ACT Advisors, LLC. | 671,117 | $28,817,743 | 18.34% |
| Alpha Financial Advisors, LLC | 402,498 | $17,283,262 | 15.01% |
| American Planning Services, Inc. | 173,708 | $7,459,022 | 7.45% |
| HBK Sorce Advisory LLC | 5,197,570 | $223,184 | 6.00% |
| Perennial Investment Advisors, LLC | 258,346 | $11,093,179 | 4.51% |
| Clarius Group, LLC | 1,108,466 | $47,598 | 4.29% |
| Fluent Financial, LLC | 162,543 | $6,979,510 | 4.16% |
| ERn Financial, LLC | 413,551 | $17,757,861 | 4.05% |
| AJ WEALTH STRATEGIES, LLC | 1,656,452 | $71,128 | 3.74% |
| Leicht Financial Planning & Wealth Management, Inc. | 102,382 | $4,396,283 | 2.95% |