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 Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,249,644 | -0.5% | 27,261 | +6.3% | 0.81% | -7.9% |
| Q2 2023 | $1,256,346 | +82.5% | 25,650 | +73.2% | 0.88% | +83.5% |
| Q1 2023 | $688,547 | +15.5% | 14,811 | +6.7% | 0.48% | +7.4% |
| Q4 2022 | $596,000 | +12.2% | 13,878 | +2.0% | 0.44% | -11.5% |
| Q3 2022 | $531,000 | -23.0% | 13,603 | -18.9% | 0.50% | -30.2% |
| Q2 2022 | $690,000 | -11.9% | 16,763 | +8.5% | 0.72% | -4.1% |
| Q4 2021 | $783,000 | -0.4% | 15,444 | -6.5% | 0.75% | -9.3% |
| Q1 2021 | $786,000 | – | 16,509 | – | 0.83% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ACT Advisors, LLC. | 671,117 | $28,817,743 | 18.34% |
| Alpha Financial Advisors, LLC | 402,498 | $17,283,262 | 15.01% |
| American Planning Services, Inc. | 173,708 | $7,459,022 | 7.45% |
| HBK Sorce Advisory LLC | 5,197,570 | $223,184 | 6.00% |
| Perennial Investment Advisors, LLC | 258,346 | $11,093,179 | 4.51% |
| Clarius Group, LLC | 1,108,466 | $47,598 | 4.29% |
| Fluent Financial, LLC | 162,543 | $6,979,510 | 4.16% |
| ERn Financial, LLC | 413,551 | $17,757,861 | 4.05% |
| AJ WEALTH STRATEGIES, LLC | 1,656,452 | $71,128 | 3.74% |
| Leicht Financial Planning & Wealth Management, Inc. | 102,382 | $4,396,283 | 2.95% |