INVESCO EXCH TRD SLF IDX FD (BSCE)
Institutional ownership reported to the SEC as of Q1 2023, across 18 quarters.
4
Reporting holders
$1.1M
Reported value
0.0%
Held as options
-13
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Ameliora Wealth Management Ltd. | $801.9K | 34,306 | 0.47% | 3q | -5.7%-$48.3K |
| REBALANCE, LLC | $290.4K | 12,426 | 0.03% | 2q | HELD |
| Parallel Advisors, LLC | $26.9K | 1,150 | 0.00% | new | NEW |
| Nalls Sherbakoff Group, LLC | $1.3K | 55 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q1 2023 | 4 | $1.1M | 47,937 | 2 | 0 | 1 | 0.0% |
| Q4 2022 | 17 | $14.5M | 621,501 | 5 | 3 | 5 | 0.0% |
| Q3 2022 | 14 | $20.3M | 879,411 | 4 | 3 | 7 | 0.0% |
| Q2 2022 | 18 | $18.7M | 807,512 | 5 | 6 | 6 | 0.0% |
| Q1 2022 | 13 | $29.5M | 1,251,986 | 4 | 6 | 2 | 0.0% |
| Q4 2021 | 9 | $27.9M | 1,077,882 | 2 | 5 | 2 | 0.0% |
| Q3 2021 | 7 | $26.5M | 1,016,034 | 0 | 6 | 1 | 0.0% |
| Q2 2021 | 9 | $26.4M | 1,008,495 | 3 | 3 | 2 | 0.0% |
| Q1 2021 | 6 | $24.6M | 938,425 | 2 | 4 | 0 | 0.0% |
| Q4 2020 | 8 | $3.2M | 121,064 | 0 | 1 | 3 | 0.0% |
| Q3 2020 | 7 | $3.2M | 121,958 | 1 | 3 | 1 | 0.0% |
| Q2 2020 | 6 | $2.5M | 95,820 | 1 | 2 | 1 | 0.0% |
| Q1 2020 | 6 | $2.5M | 102,372 | 2 | 1 | 1 | 0.0% |
| Q4 2019 | 5 | $2.4M | 90,783 | 0 | 3 | 2 | 0.0% |
| Q3 2019 | 6 | $2.8M | 107,655 | 1 | 3 | 1 | 0.0% |
| Q2 2019 | 5 | $2.9M | 111,255 | 0 | 4 | 0 | 0.0% |
| Q1 2019 | 5 | $1.7M | 68,048 | 2 | 3 | 0 | 0.0% |
| Q4 2018 | 3 | $477.0K | 19,194 | 0 | 0 | 0 | 0.0% |