INVESCO EXCH TRD SLF IDX FD's ticker is OMFL and the CUSIP is 46138J619. A total of 205 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2023. The put-call ratio across all filers is 1.09 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $138,074,081 | +21.4% | 3,012,087 | +29.7% | 0.04% | +29.0% |
| Q2 2023 | $113,769,042 | +145.5% | 2,322,765 | +133.0% | 0.03% | +138.5% |
| Q1 2023 | $46,350,056 | +43093.9% | 996,989 | +39795.5% | 0.01% | – |
| Q4 2022 | $107,307 | +41.2% | 2,499 | +27.8% | 0.00% | – |
| Q3 2022 | $76,000 | -6.2% | 1,956 | -0.1% | 0.00% | – |
| Q2 2022 | $81,000 | -23.6% | 1,957 | -12.4% | 0.00% | – |
| Q1 2022 | $106,000 | +253.3% | 2,233 | +273.4% | 0.00% | – |
| Q4 2021 | $30,000 | +76.5% | 598 | +58.6% | 0.00% | – |
| Q3 2021 | $17,000 | -5.6% | 377 | 0.0% | 0.00% | – |
| Q2 2021 | $18,000 | – | 377 | +37600.0% | 0.00% | – |
| Q1 2021 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q4 2020 | $0 | – | 1 | – | 0.00% | – |
| Q3 2020 | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
| Q2 2020 | $7,000 | -69.6% | 221 | -75.0% | 0.00% | – |
| Q1 2020 | $23,000 | – | 884 | +44100.0% | 0.00% | – |
| Q4 2019 | $0 | -100.0% | 2 | -99.2% | 0.00% | – |
| Q3 2019 | $8,000 | -78.4% | 265 | -78.5% | 0.00% | – |
| Q2 2019 | $37,000 | – | 1,234 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ACT Advisors, LLC. | 658,141 | $30,596,959 | 19.72% |
| LWM Advisory Services, LLC | 307,048 | $14,274,644 | 15.24% |
| Alpha Financial Advisors, LLC | 413,294 | $19,214,021 | 13.34% |
| Solano Wealth Management, Inc. | 363,795 | $16,912,827 | 12.34% |
| WALLER FINANCIAL PLANNING GROUP, INC | 421,952 | $19,616,570 | 5.56% |
| HBK Sorce Advisory LLC | 2,633,036 | $122,409,849 | 5.55% |
| Fluent Financial, LLC | 156,978 | $7,297,815 | 4.98% |
| Clarius Group, LLC | 1,163,897 | $54,109,554 | 4.60% |
| ERn Financial, LLC | 416,398 | $19,358,328 | 4.26% |
| AJ WEALTH STRATEGIES, LLC | 1,654,828 | $76,932,962 | 4.01% |