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 | $3,554,669 | +10.1% | 104,765 | +17.6% | 0.99% | +16.2% |
| Q2 2023 | $3,228,392 | +0.4% | 89,108 | -2.6% | 0.85% | -4.4% |
| Q1 2023 | $3,215,316 | +41.3% | 91,487 | +37.4% | 0.89% | +33.1% |
| Q4 2022 | $2,275,617 | +48.1% | 66,577 | +36.9% | 0.67% | +31.1% |
| Q3 2022 | $1,537,000 | +45.7% | 48,644 | +53.7% | 0.51% | +48.1% |
| Q2 2022 | $1,055,000 | -16.5% | 31,651 | -2.7% | 0.34% | -13.3% |
| Q1 2022 | $1,264,000 | +57.8% | 32,522 | +70.9% | 0.40% | +54.9% |
| Q4 2021 | $801,000 | – | 19,027 | – | 0.26% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Atlas Private Wealth Advisors | 80,021 | $3,368,000 | 1.56% |
| LWM Advisory Services, LLC | 24,477 | $1,030,000 | 1.28% |
| Collaborative Wealth Managment Inc. | 49,133 | $2,068,000 | 1.13% |
| GeoWealth Management, LLC | 162,883 | $6,854,000 | 0.56% |
| IAG Wealth Partners, LLC | 19,027 | $801,000 | 0.26% |
| Apella Capital, LLC | 33,283 | $1,401,000 | 0.18% |
| Dynamic Advisor Solutions LLC | 46,439 | $1,955,000 | 0.14% |
| ERn Financial, LLC | 10,166 | $428,000 | 0.10% |
| Advisor Resource Council | 27,275 | $1,148,000 | 0.09% |
| Raymond James Financial Services Advisors, Inc. | 1,019,442 | $42,905,000 | 0.08% |