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 | $6,085,558 | +70.7% | 179,356 | +82.3% | 0.47% | +43.6% |
| Q2 2023 | $3,565,232 | -36.5% | 98,406 | -38.4% | 0.33% | -8.7% |
| Q1 2023 | $5,613,884 | +8.8% | 159,735 | -3.1% | 0.36% | -30.8% |
| Q4 2022 | $5,161,122 | -79.4% | 164,840 | -19.2% | 0.52% | -46.7% |
| Q3 2022 | $25,013,000 | – | 203,930 | – | 0.97% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SEARCY FINANCIAL SERVICES INC /ADV | 449,973 | $17,486,000 | 10.26% |
| Atlas Private Wealth Advisors | 178,347 | $6,931,000 | 3.08% |
| LWM Advisory Services, LLC | 20,882 | $811,000 | 1.01% |
| GeoWealth Management, LLC | 222,468 | $8,644,000 | 0.76% |
| IAG Wealth Partners, LLC | 32,522 | $1,264,000 | 0.40% |
| Dynamic Advisor Solutions LLC | 64,856 | $2,520,000 | 0.18% |
| Apella Capital, LLC | 28,206 | $1,096,000 | 0.15% |
| ERn Financial, LLC | 16,777 | $652,000 | 0.14% |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 52,469 | $2,057,000 | 0.08% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 7,369 | $286,000 | 0.05% |