INVESCO EXCH TRD SLF IDX FD's ticker is BSJN and the CUSIP is 46138J858. A total of 150 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,867,981 | -6.3% | 164,560 | -6.3% | 0.05% | -3.6% |
| Q2 2023 | $4,127,965 | +7.8% | 175,583 | +8.0% | 0.06% | -1.8% |
| Q1 2023 | $3,829,852 | +76.4% | 162,592 | +74.6% | 0.06% | +62.9% |
| Q4 2022 | $2,170,814 | -1.5% | 93,128 | -3.6% | 0.04% | -7.9% |
| Q3 2022 | $2,204,207 | +44.9% | 96,591 | +45.6% | 0.04% | +31.0% |
| Q2 2022 | $1,521,000 | -31.4% | 66,320 | -26.6% | 0.03% | -21.6% |
| Q1 2022 | $2,216,000 | – | 90,404 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ironwood Financial, llc | 55,347 | $1,363,000 | 0.76% |
| Mirador Capital Partners LP | 46,517 | $1,146,000 | 0.71% |
| SFE Investment Counsel | 48,606 | $1,197,000 | 0.61% |
| AlphaStar Capital Management, LLC | 62,974 | $1,551,000 | 0.50% |
| WRAPMANAGER INC | 32,092 | $790,000 | 0.28% |
| Bluefin Trading, LLC | 70,324 | $1,732,000 | 0.18% |
| Flaharty Asset Management, LLC | 15,395 | $379,000 | 0.16% |
| ADVISORS MANAGEMENT GROUP INC /ADV | 10,078 | $248,000 | 0.13% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 28,591 | $704,000 | 0.12% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 474,006 | $11,675,000 | 0.09% |