INVESCO EXCH TRD SLF IDX FD's ticker is BSCR and the CUSIP is 46138J783. A total of 165 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $989,208 | +14.9% | 52,800 | +16.7% | 0.24% | +18.9% |
| Q2 2023 | $861,094 | +18.4% | 45,260 | +20.1% | 0.21% | +11.4% |
| Q1 2023 | $727,239 | +0.8% | 37,671 | -0.8% | 0.18% | -6.1% |
| Q4 2022 | $721,563 | +2.1% | 37,987 | +0.1% | 0.20% | -12.4% |
| Q3 2022 | $707,000 | – | 37,967 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Motley Fool Wealth Management, LLC | 1,324,071 | $28,838,000 | 1.64% |
| Private Vista, LLC | 134,842 | $2,937,000 | 1.42% |
| EASTERN BANK | 822,268 | $17,910,000 | 1.16% |
| Anchor Investment Management, LLC | 121,162 | $2,638,908 | 0.59% |
| Apella Capital, LLC | 55,787 | $1,215,000 | 0.57% |
| Tiller Private Wealth, Inc. | 11,490 | $250,000 | 0.51% |
| COOKSON PEIRCE & CO INC | 203,929 | $4,442,000 | 0.42% |
| TLWM | 31,585 | $685,000 | 0.40% |
| Beaumont Financial Partners, LLC | 168,630 | $3,673,000 | 0.38% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 202,378 | $4,408,000 | 0.27% |