INVESCO EXCH TRD SLF IDX FD's ticker is DEF and the CUSIP is 46138J775. A total of 65 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $553,000 | -16.3% | 9,341 | -21.3% | 0.00% | – |
| Q3 2020 | $661,000 | +7.7% | 11,876 | -0.2% | 0.00% | – |
| Q2 2020 | $614,000 | +13.1% | 11,903 | -2.0% | 0.00% | – |
| Q1 2020 | $543,000 | -23.3% | 12,149 | -4.4% | 0.00% | – |
| Q4 2019 | $708,000 | +1.6% | 12,709 | -1.2% | 0.00% | – |
| Q3 2019 | $697,000 | +5.0% | 12,860 | +2.4% | 0.00% | – |
| Q2 2019 | $664,000 | -3.1% | 12,563 | -8.4% | 0.00% | – |
| Q1 2019 | $685,000 | +19.3% | 13,713 | +5.2% | 0.00% | – |
| Q4 2018 | $574,000 | -25.8% | 13,030 | -15.8% | 0.00% | – |
| Q3 2018 | $774,000 | +32.8% | 15,466 | +23.3% | 0.00% | – |
| Q2 2018 | $583,000 | – | 12,543 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Delos Wealth Advisors, LLC | 50,341 | $3,348,024 | 5.16% |
| G2 CAPITAL MANAGEMENT, LLC / OH | 61,898 | $4,116,644 | 1.51% |
| Rooted Wealth Advisors, Inc. | 25,582 | $1,701 | 1.43% |
| Avant Capital LLC | 15,890 | $1,056,781 | 1.30% |
| Solstein Capital, LLC | 22,499 | $1,496,339 | 1.25% |
| BerganKDV Wealth Management, LLC | 152,920 | $10,170,228 | 1.10% |
| PACIFIC SUN FINANCIAL CORP | 22,034 | $1,465,417 | 1.03% |
| 1900 WEALTH MANAGEMENT LLC | 106,861 | $7,106,969 | 0.77% |
| Connecticut Wealth Management, LLC | 133,168 | $8,856,578 | 0.75% |
| SFG Wealth Management, LLC. | 6,151 | $409,084 | 0.50% |