INVESCO EXCH TRD SLF IDX FD's ticker is DEF and the CUSIP is 46138J775. A total of 67 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 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 | 49,465 | $3,616,000 | 3.44% |
| BerganKDV Wealth Management, LLC | 195,057 | $14,259,000 | 1.49% |
| Avant Capital LLC | 14,594 | $1,067,000 | 1.17% |
| PACIFIC SUN FINANCIAL CORP | 24,152 | $1,766,000 | 0.94% |
| 1900 WEALTH MANAGEMENT LLC | 126,871 | $9,275,000 | 0.84% |
| Connecticut Wealth Management, LLC | 133,079 | $9,728,000 | 0.76% |
| Solstein Capital, LLC | 16,384 | $1,198,000 | 0.72% |
| Cascade Investment Advisors, Inc. | 6,562 | $479,692,000 | 0.28% |
| Stratos Wealth Advisors, LLC | 42,489 | $3,106,000 | 0.22% |
| MONECO Advisors, LLC | 8,342 | $580,000 | 0.22% |