INVESCO EXCH TRD SLF IDX FD's ticker is OMFL and the CUSIP is 46138J619. A total of 205 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is 1.09 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,163,289 | -7.1% | 418,047 | -0.8% | 4.16% | -3.7% |
| Q2 2023 | $20,634,970 | +6.6% | 421,294 | +1.2% | 4.32% | +1.5% |
| Q1 2023 | $19,358,328 | +9.0% | 416,398 | +0.7% | 4.26% | +5.1% |
| Q4 2022 | $17,757,861 | +13.7% | 413,551 | +3.4% | 4.05% | +1.3% |
| Q3 2022 | $15,621,000 | -2.8% | 399,915 | +2.4% | 4.00% | +1.9% |
| Q2 2022 | $16,079,000 | -9.1% | 390,368 | +5.1% | 3.92% | +0.2% |
| Q1 2022 | $17,685,000 | +23.5% | 371,536 | +31.6% | 3.91% | +22.5% |
| Q4 2021 | $14,319,000 | +19.7% | 282,419 | +9.3% | 3.20% | +4.2% |
| Q3 2021 | $11,962,000 | +10.5% | 258,362 | +11.6% | 3.07% | -20.1% |
| Q2 2021 | $10,824,000 | – | 231,420 | – | 3.84% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LWM Advisory Services, LLC | 393,888 | $18,055,829 | 19.36% |
| ACT Advisors, LLC. | 446,945 | $20,487,972 | 12.69% |
| Solano Wealth Management, Inc. | 388,598 | $17,813,346 | 12.36% |
| Alpha Financial Advisors, LLC | 422,608 | $19,372,340 | 12.27% |
| Core Wealth Advisors, Inc. | 332,616 | $15,247,108 | 6.24% |
| American Planning Services, Inc. | 202,288 | $9,272,882 | 6.16% |
| WALLER FINANCIAL PLANNING GROUP, INC | 433,604 | $19,876,417 | 5.78% |
| Rooted Wealth Advisors, Inc. | 191,891 | $9,090 | 5.60% |
| Burt Wealth Advisors | 396,776 | $18,188,212 | 5.59% |
| HBK Sorce Advisory LLC | 2,730,326 | $125,158,146 | 5.51% |