INVESCO EXCH TRD SLF IDX FD's ticker is BSMP and the CUSIP is 46138J528. A total of 73 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $416,919 | +106.9% | 17,368 | +109.9% | 0.03% | +77.8% |
| Q2 2023 | $201,472 | -51.3% | 8,274 | -50.9% | 0.02% | -30.8% |
| Q1 2023 | $413,474 | +0.9% | 16,849 | 0.0% | 0.03% | -36.6% |
| Q4 2022 | $409,768 | +71.5% | 16,849 | +34.8% | 0.04% | +355.6% |
| Q3 2022 | $239,000 | – | 12,499 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Smith & Howard Wealth Management, LLC | 23,157 | $601,000 | 0.28% |
| Beaumont Financial Partners, LLC | 84,920 | $2,205,000 | 0.17% |
| Key FInancial Inc | 10,330 | $268,000 | 0.15% |
| Asset Dedication, LLC | 15,896 | $413,000 | 0.05% |
| 3D/L Capital Management, LLC | 8,051 | $209,000 | 0.05% |
| Carnegie Capital Asset Management, LLC | 42,832 | $1,112,000 | 0.04% |
| YHB Investment Advisors, Inc. | 9,780 | $254,000 | 0.02% |
| Stratos Wealth Partners, LTD. | 26,991 | $701,000 | 0.02% |
| COOKSON PEIRCE & CO INC | 11,125 | $289,000 | 0.02% |
| HHM Wealth Advisors, LLC | 1,965 | $51,000 | 0.01% |