INVESCO EXCH TRD SLF IDX FD's ticker is OMFS and the CUSIP is 46138J593. A total of 40 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $401,833 | -11.5% | 11,843 | -5.5% | 0.24% | -11.1% |
| Q2 2023 | $454,179 | -10.2% | 12,536 | -12.9% | 0.27% | -15.4% |
| Q1 2023 | $505,561 | -80.1% | 14,385 | -80.6% | 0.32% | -80.9% |
| Q4 2022 | $2,534,731 | -6.7% | 74,158 | -13.8% | 1.67% | -13.4% |
| Q3 2022 | $2,717,000 | +36.5% | 85,984 | +44.0% | 1.92% | +47.2% |
| Q2 2022 | $1,990,000 | -3.8% | 59,709 | +21.5% | 1.31% | +15.3% |
| Q4 2021 | $2,068,000 | +1.1% | 49,133 | -6.7% | 1.13% | -4.0% |
| Q1 2021 | $2,046,000 | – | 52,661 | – | 1.18% | – |
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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% |