INVESCO EXCH TRD SLF IDX FD's ticker is BSCM and the CUSIP is 46138J882. A total of 289 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $2,188,000 | +10.6% | 103,305 | +10.7% | 1.60% | +15.1% |
| Q2 2022 | $1,978,000 | +115.5% | 93,349 | +116.1% | 1.39% | +141.8% |
| Q1 2022 | $918,000 | +8.9% | 43,192 | +9.6% | 0.57% | +2.3% |
| Q4 2021 | $843,000 | -6.3% | 39,392 | -5.7% | 0.56% | -9.5% |
| Q3 2021 | $900,000 | +7.4% | 41,792 | +7.7% | 0.62% | +2.0% |
| Q2 2021 | $838,000 | -0.1% | 38,792 | 0.0% | 0.61% | -10.1% |
| Q1 2021 | $839,000 | -16.7% | 38,792 | -16.2% | 0.68% | -23.6% |
| Q4 2020 | $1,007,000 | – | 46,292 | – | 0.88% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ironwood Financial, llc | 565,895 | $11,986,000 | 8.21% |
| Trust Co of Kansas | 607,405 | $12,865,000 | 7.66% |
| Lido Advisors, LLC | 6,697,760 | $141,859,000 | 6.03% |
| TCG Advisors, LP | 337,571 | $7,150,000 | 5.87% |
| Strategic Family Wealth Counselors, L.L.C. | 333,184 | $7,057,000 | 5.27% |
| SHUFRO ROSE & CO LLC | 2,028,004 | $42,953,000 | 5.12% |
| S.E.E.D. Planning Group LLC | 247,777 | $5,248,000 | 5.10% |
| Fusion Family Wealth LLC | 891,093 | $18,873,000 | 5.06% |
| First Command Financial Services, Inc. | 407,850 | $8,639,000 | 4.68% |
| First Command Bank | 407,850 | $8,639,000 | 4.68% |