INVESCO EXCH TRD SLF IDX FD's ticker is DEF and the CUSIP is 46138J775. A total of 69 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $210 | -5.4% | 3,202 | 0.0% | 0.09% | -46.3% |
| Q2 2023 | $222 | +3.3% | 3,202 | 0.0% | 0.16% | +67.0% |
| Q1 2023 | $215 | +0.9% | 3,202 | 0.0% | 0.10% | +9.0% |
| Q4 2022 | $213 | -99.9% | 3,202 | 0.0% | 0.09% | -2.2% |
| Q2 2022 | $204,000 | -9.3% | 3,202 | 0.0% | 0.09% | -2.2% |
| Q1 2022 | $225,000 | -3.8% | 3,202 | 0.0% | 0.09% | +10.7% |
| Q4 2021 | $234,000 | +8.3% | 3,202 | -1.8% | 0.08% | -8.7% |
| Q3 2021 | $216,000 | +3.8% | 3,261 | +3.2% | 0.09% | -17.1% |
| Q2 2021 | $208,000 | -2.8% | 3,159 | -17.8% | 0.11% | -22.4% |
| Q4 2019 | $214,000 | – | 3,845 | – | 0.14% | – |
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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% |