INVESCO EXCH TRD SLF IDX FD's ticker is OMFL and the CUSIP is 46138J619. A total of 109 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,543,682 | -6.1% | 77,305 | +0.3% | 0.46% | -2.3% |
| Q2 2023 | $3,773,510 | +10.1% | 77,042 | +4.5% | 0.47% | +3.7% |
| Q1 2023 | $3,428,895 | +14.6% | 73,756 | +5.8% | 0.45% | +7.8% |
| Q4 2022 | $2,992,417 | +48.0% | 69,688 | +34.6% | 0.42% | +28.4% |
| Q3 2022 | $2,022,000 | -1.6% | 51,773 | +3.8% | 0.33% | +2.5% |
| Q2 2022 | $2,055,000 | +8.6% | 49,883 | +25.5% | 0.32% | +20.8% |
| Q1 2022 | $1,892,000 | -12.7% | 39,758 | -7.0% | 0.26% | -13.7% |
| Q4 2021 | $2,168,000 | +44.6% | 42,762 | +32.1% | 0.31% | +31.8% |
| Q3 2021 | $1,499,000 | +10.0% | 32,382 | +11.1% | 0.23% | +8.9% |
| Q2 2021 | $1,363,000 | +22.6% | 29,140 | +15.6% | 0.21% | +18.2% |
| Q1 2021 | $1,112,000 | +15.6% | 25,210 | +4.1% | 0.18% | +5.2% |
| Q4 2020 | $962,000 | +8.3% | 24,215 | -15.7% | 0.17% | +2.4% |
| Q3 2020 | $888,000 | -5.4% | 28,715 | -9.1% | 0.17% | -12.0% |
| Q2 2020 | $939,000 | – | 31,575 | – | 0.19% | – |
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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% |