INVESCO EXCH TRD SLF IDX FD's ticker is BSCM and the CUSIP is 46138J882. A total of 198 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $53,410,000 | -1.2% | 2,521,728 | -1.1% | 1.47% | +5.8% |
| Q2 2022 | $54,046,000 | +0.8% | 2,550,522 | +1.1% | 1.39% | +13.5% |
| Q1 2022 | $53,643,000 | +0.1% | 2,523,191 | +0.7% | 1.22% | +4.8% |
| Q4 2021 | $53,609,000 | +3.9% | 2,506,249 | +4.6% | 1.16% | -7.2% |
| Q3 2021 | $51,585,000 | +5.0% | 2,395,977 | +5.3% | 1.26% | +4.9% |
| Q2 2021 | $49,121,000 | +12.3% | 2,275,188 | +12.6% | 1.20% | +2.8% |
| Q1 2021 | $43,740,000 | +81.6% | 2,021,253 | +82.6% | 1.16% | +74.8% |
| Q4 2020 | $24,082,000 | +27.9% | 1,107,216 | +28.5% | 0.67% | +14.8% |
| Q3 2020 | $18,822,000 | +9.5% | 861,825 | +9.4% | 0.58% | +0.7% |
| Q2 2020 | $17,188,000 | +58.9% | 787,723 | +54.3% | 0.58% | +35.5% |
| Q1 2020 | $10,815,000 | +9.9% | 510,604 | +11.6% | 0.42% | +34.5% |
| Q4 2019 | $9,839,000 | +4.5% | 457,527 | +4.5% | 0.32% | -4.5% |
| Q3 2019 | $9,411,000 | +13.5% | 437,930 | +13.0% | 0.33% | +11.4% |
| Q2 2019 | $8,290,000 | +20.0% | 387,453 | +18.5% | 0.30% | +12.5% |
| Q1 2019 | $6,906,000 | +4534.9% | 327,004 | +4435.4% | 0.26% | -39.6% |
| Q4 2018 | $149,000 | – | 7,210 | – | 0.44% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Trust Co of Kansas | 665,368 | $14,472,000 | 7.57% |
| Fusion Family Wealth LLC | 1,736,187 | $37,762,000 | 6.67% |
| Eagle Capital Management, LLC | 841,704 | $18,307,000 | 6.58% |
| Lido Advisors, LLC | 12,267,184 | $266,811,000 | 5.56% |
| TLWM | 619,976 | $13,484,000 | 5.39% |
| S.E.E.D. Planning Group LLC | 409,840 | $8,914,000 | 5.35% |
| Ironwood Financial, llc | 631,570 | $13,737,000 | 5.14% |
| DWM Financial Group, Inc. | 155,601 | $3,384,000 | 4.61% |
| Red Spruce Capital, LLC | 299,513 | $6,514,000 | 4.52% |
| Strategic Family Wealth Counselors, L.L.C. | 394,925 | $8,590,000 | 4.43% |