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 | $15,476,855 | -2.0% | 337,630 | +4.8% | 2.80% | +0.6% |
| Q2 2023 | $15,785,697 | +7.3% | 322,291 | +1.9% | 2.78% | +1.6% |
| Q1 2023 | $14,708,332 | +32.6% | 316,377 | +22.5% | 2.73% | -39.4% |
| Q4 2022 | $11,093,179 | +16.2% | 258,346 | +5.7% | 4.51% | +4.1% |
| Q3 2022 | $9,547,000 | +7.4% | 244,410 | +13.3% | 4.33% | +24.8% |
| Q2 2022 | $8,886,000 | -17.2% | 215,805 | -4.2% | 3.47% | +2.3% |
| Q1 2022 | $10,730,000 | -12.2% | 225,350 | -6.6% | 3.39% | -11.2% |
| Q4 2021 | $12,225,000 | +10.3% | 241,264 | +0.9% | 3.82% | -2.6% |
| Q3 2021 | $11,082,000 | -3.2% | 239,089 | -2.3% | 3.92% | -6.1% |
| Q2 2021 | $11,447,000 | +5.6% | 244,737 | -0.4% | 4.18% | -2.5% |
| Q1 2021 | $10,842,000 | +11.9% | 245,785 | +0.8% | 4.28% | +3.2% |
| Q4 2020 | $9,688,000 | +33.1% | 243,858 | +3.5% | 4.15% | +13.6% |
| Q3 2020 | $7,280,000 | +11.1% | 235,597 | +6.9% | 3.65% | -17.7% |
| Q2 2020 | $6,553,000 | +26.1% | 220,327 | +10.4% | 4.44% | -4.0% |
| Q1 2020 | $5,195,000 | +2.9% | 199,644 | +32.4% | 4.62% | +16.0% |
| Q4 2019 | $5,049,000 | – | 150,820 | – | 3.98% | – |
Download | ||||||
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% |