INVESCO EXCH TRD SLF IDX FD's ticker is BSJM and the CUSIP is 46138J874. A total of 158 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,365,000 | -76.2% | 62,110 | -76.2% | 0.08% | -73.6% |
| Q2 2022 | $5,747,000 | -16.2% | 260,628 | -12.9% | 0.30% | -10.4% |
| Q1 2022 | $6,857,000 | -1.4% | 299,284 | 0.0% | 0.34% | +2.4% |
| Q4 2021 | $6,952,000 | +2.7% | 299,284 | +2.8% | 0.33% | -9.6% |
| Q3 2021 | $6,768,000 | -10.8% | 291,230 | -10.4% | 0.36% | -19.4% |
| Q2 2021 | $7,590,000 | +28.6% | 325,060 | +28.6% | 0.45% | +8.1% |
| Q1 2021 | $5,901,000 | – | 252,735 | – | 0.42% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ADVISORS MANAGEMENT GROUP INC /ADV | 1,477,736 | $34,505,000 | 10.29% |
| Oder Investment Management, LLC | 158,632 | $3,704,000 | 4.83% |
| Tatro Capital, LLC | 254,133 | $5,934,000 | 4.05% |
| COLLECTIVE FAMILY OFFICE LLC | 387,450 | $9,047,000 | 3.87% |
| GILL CAPITAL PARTNERS, LLC | 325,241 | $7,594,000 | 3.56% |
| Crescent Capital Consulting, LLC | 727,892 | $17,000,000 | 3.18% |
| WFA of San Diego, LLC | 166,583 | $3,890,000 | 3.02% |
| Legacy Financial Group LLC | 404,286 | $9,440,000 | 2.85% |
| IMA Wealth, Inc. | 510,797 | $11,927,000 | 2.79% |
| Mirador Capital Partners LP | 508,775 | $11,880,000 | 2.69% |