INVESCO EXCH TRD SLF IDX FD's ticker is OMFS and the CUSIP is 46138J593. A total of 38 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 | $18,337,530 | -3.2% | 540,452 | +3.3% | 11.08% | +0.7% |
| Q2 2023 | $18,949,525 | +5.1% | 523,034 | +1.9% | 11.00% | -1.0% |
| Q1 2023 | $18,037,047 | +3.0% | 513,218 | +0.2% | 11.12% | +9.3% |
| Q4 2022 | $17,504,955 | +9.6% | 512,140 | +1.3% | 10.17% | +0.5% |
| Q3 2022 | $15,973,000 | -2.2% | 505,446 | +3.2% | 10.12% | -0.1% |
| Q2 2022 | $16,330,000 | -6.6% | 489,912 | +8.9% | 10.14% | -1.2% |
| Q1 2022 | $17,486,000 | – | 449,973 | – | 10.26% | – |
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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% |