INVESCO EXCH TRD SLF IDX FD's ticker is OMFS and the CUSIP is 46138J593. A total of 56 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,023,515 | -5.1% | 89,110 | +1.3% | 0.05% | -4.2% |
| Q2 2023 | $3,186,257 | +35.1% | 87,945 | +31.1% | 0.05% | +26.3% |
| Q1 2023 | $2,358,380 | +16.6% | 67,104 | +13.4% | 0.04% | +11.8% |
| Q4 2022 | $2,023,303 | +12.8% | 59,196 | +4.3% | 0.03% | 0.0% |
| Q3 2022 | $1,793,000 | -6.0% | 56,738 | -0.9% | 0.03% | -2.9% |
| Q2 2022 | $1,908,000 | -13.8% | 57,240 | +0.4% | 0.04% | +2.9% |
| Q1 2022 | $2,214,000 | – | 56,985 | – | 0.03% | – |
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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% |