INVESCO EXCH TRD SLF IDX FD (BSJO)
Institutional ownership reported to the SEC as of Q4 2024, across 25 quarters.
2
Reporting holders
$24.9K
Reported value
0.0%
Held as options
-132
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 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | $22.7K | 1,000 | 0.00% | 12q | -99.0%-$2.2M |
| Mattson Financial Services, LLC | $2.2K | 96 | 0.00% | 3q | HELD |
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 |
|---|---|---|---|---|---|---|---|
| Q4 2024 | 2 | $24.9K | 1,096 | 0 | 0 | 1 | 0.0% |
| Q3 2024 | 134 | $301.8M | 13,284,232 | 8 | 40 | 63 | 0.0% |
| Q2 2024 | 143 | $403.9M | 17,776,214 | 12 | 44 | 61 | 0.0% |
| Q1 2024 | 140 | $466.4M | 20,517,654 | 12 | 45 | 50 | 0.0% |
| Q4 2023 | 147 | $512.4M | 22,555,761 | 12 | 67 | 36 | 0.0% |
| Q3 2023 | 137 | $405.5M | 18,035,799 | 17 | 54 | 44 | 0.0% |
| Q2 2023 | 128 | $368.4M | 16,375,779 | 10 | 44 | 49 | 0.0% |
| Q1 2023 | 122 | $349.9M | 15,574,062 | 12 | 61 | 24 | 0.0% |
| Q4 2022 | 116 | $277.2M | 12,521,201 | 11 | 42 | 31 | 0.0% |
| Q3 2022 | 133 | $306.6M | 14,172,839 | 14 | 47 | 43 | 0.0% |
| Q2 2022 | 128 | $277.5M | 12,713,708 | 18 | 39 | 42 | 0.0% |
| Q1 2022 | 119 | $293.7M | 12,403,808 | 15 | 47 | 32 | 0.0% |
| Q4 2021 | 114 | $279.4M | 11,187,478 | 13 | 49 | 25 | 0.0% |
| Q3 2021 | 97 | $202.6M | 8,088,690 | 16 | 48 | 19 | 0.0% |
| Q2 2021 | 90 | $168.2M | 6,682,146 | 17 | 39 | 20 | 0.0% |
| Q1 2021 | 83 | $159.3M | 6,375,307 | 15 | 30 | 25 | 0.0% |
| Q4 2020 | 74 | $116.1M | 4,659,448 | 12 | 28 | 16 | 0.0% |
| Q3 2020 | 59 | $75.7M | 3,141,284 | 4 | 29 | 15 | 0.0% |
| Q2 2020 | 61 | $75.0M | 3,197,388 | 7 | 21 | 25 | 0.0% |
| Q1 2020 | 63 | $83.3M | 3,751,709 | 9 | 31 | 14 | 0.0% |
| Q4 2019 | 61 | $70.1M | 2,749,863 | 15 | 27 | 6 | 0.0% |
| Q3 2019 | 48 | $53.0M | 2,100,841 | 7 | 16 | 12 | 0.0% |
| Q2 2019 | 43 | $57.9M | 2,292,764 | 4 | 26 | 2 | 0.0% |
| Q1 2019 | 41 | $43.5M | 1,744,030 | 9 | 18 | 5 | 0.0% |
| Q4 2018 | 37 | $37.7M | 1,610,228 | 0 | 3 | 1 | 0.0% |