INVESCO EXCH TRD SLF IDX FD's ticker is OMFL and the CUSIP is 46138J619. A total of 114 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,433 | -6.6% | 96,584 | -0.4% | 0.32% | -41.4% |
| Q2 2023 | $4,748 | +103.1% | 96,947 | +92.8% | 0.56% | +85.0% |
| Q1 2023 | $2,338 | -99.9% | 50,293 | +6.0% | 0.30% | +7.1% |
| Q4 2022 | $2,037,149 | +8.9% | 47,442 | -1.0% | 0.28% | +12.9% |
| Q3 2022 | $1,871,000 | -35.8% | 47,914 | -42.7% | 0.25% | +24.0% |
| Q2 2022 | $2,913,000 | – | 83,574 | – | 0.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WALLER FINANCIAL PLANNING GROUP, INC | 436,183 | $22,424,191 | 5.90% |
| CHANNEL WEALTH LLC | 80,942 | $4,161,228 | 1.96% |
| BALDWIN BROTHERS LLC/MA | 274,410 | $14,107,438 | 1.11% |
| Apella Capital, LLC | 37,046 | $1,854,910 | 0.10% |
| Bartlett & Co. LLC | 23 | $1 | 0.00% |