INVESCO EXCH TRD SLF IDX FD (ESGL)
Institutional ownership reported to the SEC as of Q4 2019, across 5 quarters.
9
Reporting holders
$4.6M
Reported value
0.0%
Held as options
-1
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 |
|---|---|---|---|---|---|
| ROYAL BANK OF CANADA | $1.6M | 45,842 | 0.00% | 3q | -3.3%-$55.0K |
| CITADEL ADVISORS LLC | $1.1M | 30,350 | 0.00% | 3q | -8.5%-$98.4K |
| LPL Financial LLC | $550.0K | 15,810 | 0.00% | new | NEW |
| American Portfolios Advisors | $345.5K | 9,939 | 0.02% | 3q | +3.8%+$12.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | $336.0K | 9,674 | 0.00% | 3q | -6.1%-$21.7K |
| Arlington Financial Advisors, LLC | $287.0K | 8,258 | 0.16% | new | NEW |
| UBS Group AG | $228.0K | 6,564 | 0.00% | 3q | +12.7%+$25.7K |
| BANK OF AMERICA CORP /DE/ | $187.0K | 5,365 | 0.00% | 3q | +11.9%+$19.9K |
| NEXT Financial Group, Inc | $8.0K | 234 | 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 2019 | 9 | $4.6M | 132,036 | 2 | 3 | 3 | 0.0% |
| Q3 2019 | 10 | $4.0M | 125,702 | 1 | 4 | 2 | 0.0% |
| Q2 2019 | 10 | $2.8M | 89,671 | 10 | 0 | 0 | 0.0% |
| Q1 2019 | 9 | $3.4M | 109,614 | 1 | 5 | 0 | 0.0% |
| Q4 2018 | 8 | $1.7M | 60,749 | 0 | 1 | 0 | 0.0% |