INVESCO EXCH TRD SLF IDX FD's ticker is DEF and the CUSIP is 46138J775. A total of 58 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $16,127,000 | +9.3% | 244,642 | +1.3% | 7.89% | -0.8% |
| Q1 2021 | $14,751,000 | +3.5% | 241,424 | +0.2% | 7.96% | -6.0% |
| Q4 2020 | $14,257,000 | +8.1% | 241,001 | +1.6% | 8.47% | -6.8% |
| Q3 2020 | $13,186,000 | +3.4% | 237,184 | -7.1% | 9.08% | +1.4% |
| Q1 2019 | $12,757,000 | +15.0% | 255,436 | +1.4% | 8.96% | +2.0% |
| Q4 2018 | $11,092,000 | -13.5% | 251,852 | -1.7% | 8.78% | -3.6% |
| Q3 2018 | $12,830,000 | – | 256,334 | – | 9.11% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Delos Wealth Advisors, LLC | 47,238 | $3,121,000 | 3.43% |
| BerganKDV Wealth Management, LLC | 195,928 | $12,947,000 | 1.47% |
| PACIFIC SUN FINANCIAL CORP | 25,066 | $1,656,000 | 0.95% |
| 1900 WEALTH MANAGEMENT LLC | 144,666 | $9,559,000 | 0.93% |
| Connecticut Wealth Management, LLC | 133,069 | $8,793,000 | 0.77% |
| Hilltop Holdings Inc. | 105,063 | $6,942,000 | 0.76% |
| Solstein Capital, LLC | 10,663 | $705,000 | 0.40% |
| MONECO Advisors, LLC | 8,278 | $547,000 | 0.22% |
| Cascade Investment Advisors, Inc. | 4,852 | $320,620,000 | 0.21% |
| HORIZON FINANCIAL SERVICES, LLC | 4,405 | $291,000 | 0.19% |