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 2021 | $376,000 | +6.2% | 5,150 | -3.8% | 0.06% | -7.1% |
| Q3 2021 | $354,000 | +0.3% | 5,353 | 0.0% | 0.07% | 0.0% |
| Q2 2021 | $353,000 | -4.3% | 5,353 | -11.3% | 0.07% | -11.4% |
| Q1 2021 | $369,000 | -9.3% | 6,033 | -12.2% | 0.08% | -16.8% |
| Q4 2020 | $407,000 | +4.9% | 6,873 | -1.4% | 0.10% | -11.2% |
| Q3 2020 | $388,000 | -8.1% | 6,973 | -14.7% | 0.11% | -15.7% |
| Q2 2020 | $422,000 | +15.3% | 8,178 | 0.0% | 0.13% | +0.8% |
| Q1 2020 | $366,000 | -21.3% | 8,178 | -1.9% | 0.13% | +13.5% |
| Q4 2019 | $465,000 | +4.5% | 8,338 | +1.4% | 0.11% | +0.9% |
| Q3 2019 | $445,000 | +2.3% | 8,219 | 0.0% | 0.11% | -0.9% |
| Q2 2019 | $435,000 | +5.8% | 8,219 | -0.4% | 0.11% | +7.8% |
| Q1 2019 | $411,000 | +13.2% | 8,249 | 0.0% | 0.10% | -2.8% |
| Q4 2018 | $363,000 | – | 8,249 | – | 0.11% | – |
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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% |