INVESCO EXCH TRD SLF IDX FD's ticker is BSCP and the CUSIP is 46138J825. A total of 12 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,578,796 | +2.7% | 575,773 | +2.8% | 3.28% | +5.6% |
| Q2 2023 | $11,276,404 | +20.5% | 560,179 | +21.4% | 3.11% | +7.2% |
| Q1 2023 | $9,360,579 | +8.5% | 461,567 | +7.8% | 2.90% | +7.9% |
| Q4 2022 | $8,624,693 | +42.5% | 428,237 | +41.1% | 2.69% | +31.0% |
| Q3 2022 | $6,054,000 | +7.3% | 303,533 | +9.9% | 2.05% | +15.9% |
| Q2 2022 | $5,644,000 | -2.6% | 276,107 | -0.4% | 1.77% | +13.5% |
| Q1 2022 | $5,795,000 | +2841.6% | 277,147 | +2671.5% | 1.56% | +2736.4% |
| Q4 2018 | $197,000 | – | 10,000 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Red Spruce Capital, LLC | 393,808 | $8,055,343 | 4.14% |
| St. Louis Financial Planners Asset Management, LLC | 165,898 | $3,393,452 | 3.16% |
| Horizons Wealth Management | 205,396 | $4,201,370 | 2.75% |
| Anchor Investment Management, LLC | 787,484 | $16,107,995 | 1.84% |
| GILL CAPITAL PARTNERS, LLC | 113,465 | $2,320,934 | 0.98% |
| Curbstone Financial Management Corp | 54,680 | $1,118,479 | 0.25% |
| FC Advisory LLC | 29,797 | $609,501 | 0.24% |
| RVW Wealth, LLC | 75,026 | $1,534,657 | 0.17% |
| Apella Capital, LLC | 46,022 | $940,239 | 0.05% |
| CGN Advisors LLC | 17,912 | $366,381 | 0.05% |