INVESCO EXCH TRD SLF IDX FD's ticker is and the CUSIP is 46138J429. A total of 10 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,542,833 | +17.9% | 429,038 | +23.5% | 0.00% | +100.0% |
| Q2 2023 | $5,548,168 | +76.8% | 347,514 | +79.9% | 0.00% | 0.0% |
| Q1 2023 | $3,137,824 | +94.0% | 193,167 | +88.1% | 0.00% | – |
| Q4 2022 | $1,617,242 | +70.2% | 102,682 | +65.8% | 0.00% | – |
| Q3 2022 | $950,000 | +15.2% | 61,915 | +22.9% | 0.00% | – |
| Q2 2022 | $825,000 | -31.7% | 50,383 | -25.4% | 0.00% | – |
| Q1 2022 | $1,208,000 | +6.5% | 67,517 | +16.6% | 0.00% | – |
| Q4 2021 | $1,134,000 | – | 57,928 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Waycross Investment Management Co | 299,488 | $4,781,408 | 4.99% |
| EASTERN BANK | 1,552,247 | $24,782,092 | 1.18% |
| Atlantic Union Bankshares Corp | 413,775 | $6,606,042 | 0.66% |
| COOKSON PEIRCE & CO INC | 553,939 | $8,844 | 0.54% |
| Aptus Capital Advisors, LLC | 1,222,783 | $19,522,097 | 0.47% |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC | 57,800 | $922,794 | 0.33% |
| Addison Advisors LLC | 29,902 | $477,395 | 0.24% |
| BCS Wealth Management | 14,874 | $237 | 0.17% |
| Sterling Financial Group, Inc. | 16,018 | $255,732 | 0.17% |
| Gradient Capital Advisors, LLC | 25,252 | $403,156 | 0.16% |