INVESCO EXCH TRD SLF IDX FD's ticker is BSJM and the CUSIP is 46138J874. A total of 158 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $63,000 | +16.7% | 2,760 | +19.5% | 0.03% | +19.2% |
| Q4 2021 | $54,000 | 0.0% | 2,310 | 0.0% | 0.03% | -23.5% |
| Q3 2021 | $54,000 | +74.2% | 2,310 | +76.3% | 0.03% | +78.9% |
| Q2 2021 | $31,000 | 0.0% | 1,310 | 0.0% | 0.02% | -17.4% |
| Q1 2021 | $31,000 | +181.8% | 1,310 | +191.1% | 0.02% | +155.6% |
| Q4 2020 | $11,000 | +10.0% | 450 | 0.0% | 0.01% | -10.0% |
| Q3 2020 | $10,000 | – | 450 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ADVISORS MANAGEMENT GROUP INC /ADV | 1,477,736 | $34,505,000 | 10.29% |
| Oder Investment Management, LLC | 158,632 | $3,704,000 | 4.83% |
| Tatro Capital, LLC | 254,133 | $5,934,000 | 4.05% |
| COLLECTIVE FAMILY OFFICE LLC | 387,450 | $9,047,000 | 3.87% |
| GILL CAPITAL PARTNERS, LLC | 325,241 | $7,594,000 | 3.56% |
| Crescent Capital Consulting, LLC | 727,892 | $17,000,000 | 3.18% |
| WFA of San Diego, LLC | 166,583 | $3,890,000 | 3.02% |
| Legacy Financial Group LLC | 404,286 | $9,440,000 | 2.85% |
| IMA Wealth, Inc. | 510,797 | $11,927,000 | 2.79% |
| Mirador Capital Partners LP | 508,775 | $11,880,000 | 2.69% |