INVESCO EXCH TRD SLF IDX FD (BSJN)
Institutional ownership reported to the SEC as of Q1 2024, across 22 quarters.
1
Reporting holders
$228.3K
Reported value
0.0%
Held as options
-3
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 |
|---|---|---|---|---|---|
| American Capital Advisory, LLC | $228.3K | 9,694 | 0.20% | 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 2024 | 1 | $228.3K | 9,694 | 1 | 0 | 0 | 0.0% |
| Q4 2023 | 4 | $281.1K | 20,868 | 0 | 0 | 2 | 0.0% |
| Q3 2023 | 121 | $266.5M | 11,339,900 | 2 | 28 | 55 | 0.0% |
| Q2 2023 | 132 | $339.6M | 14,443,172 | 8 | 26 | 61 | 0.0% |
| Q1 2023 | 131 | $434.4M | 18,432,380 | 14 | 48 | 45 | 0.0% |
| Q4 2022 | 121 | $410.8M | 17,620,476 | 21 | 40 | 41 | 0.0% |
| Q3 2022 | 134 | $421.9M | 18,471,639 | 12 | 51 | 41 | 0.0% |
| Q2 2022 | 142 | $401.6M | 17,466,226 | 12 | 40 | 57 | 0.0% |
| Q1 2022 | 145 | $473.5M | 19,391,412 | 18 | 51 | 38 | 0.0% |
| Q4 2021 | 140 | $469.9M | 18,580,691 | 16 | 53 | 30 | 0.0% |
| Q3 2021 | 119 | $367.4M | 14,510,403 | 15 | 50 | 28 | 0.0% |
| Q2 2021 | 119 | $330.8M | 12,985,614 | 14 | 49 | 31 | 0.0% |
| Q1 2021 | 115 | $297.7M | 11,772,427 | 14 | 49 | 28 | 0.0% |
| Q4 2020 | 108 | $228.4M | 9,015,362 | 8 | 44 | 22 | 0.0% |
| Q3 2020 | 100 | $180.0M | 7,335,092 | 7 | 41 | 24 | 0.0% |
| Q2 2020 | 103 | $160.0M | 6,666,320 | 10 | 32 | 30 | 0.0% |
| Q1 2020 | 100 | $159.4M | 7,097,851 | 19 | 43 | 17 | 0.0% |
| Q4 2019 | 92 | $129.9M | 4,970,287 | 20 | 40 | 7 | 0.0% |
| Q3 2019 | 69 | $103.9M | 3,984,113 | 10 | 33 | 8 | 0.0% |
| Q2 2019 | 63 | $99.8M | 3,830,257 | 10 | 32 | 6 | 0.0% |
| Q1 2019 | 58 | $78.8M | 3,030,069 | 16 | 32 | 3 | 0.0% |
| Q4 2018 | 49 | $55.9M | 2,268,357 | 0 | 2 | 2 | 0.0% |