INVESCO EXCH TRD SLF IDX FD (IUSS)
Institutional ownership reported to the SEC as of Q1 2023, across 16 quarters.
6
Reporting holders
$816.0K
Reported value
0.0%
Held as options
-14
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 |
|---|---|---|---|---|---|
| Ameritas Investment Partners, Inc. | $562.7K | 16,758 | 0.02% | 6q | +13.2%+$65.8K |
| PRIVATE TRUST CO NA | $114.2K | 3,400 | 0.02% | 4q | -30.3%-$49.6K |
| Geneos Wealth Management Inc. | $93.3K | 2,779 | 0.01% | 3q | -34.0%-$48.0K |
| AdvisorNet Financial, Inc | $23.6K | 704 | 0.00% | 9q | +297.7%+$17.7K |
| Advisory Services Network, LLC | $11.8K | 350 | 0.00% | 2q | HELD |
| IFP Advisors, Inc | $10.3K | 414 | 0.00% | new | NEW |
| FLOW TRADERS U.S. LLC | $2.3K | 67,064 | 0.09% | new | NEW |
| USAdvisors Wealth Management, LLC | $691 | 20,591 | 0.33% | 6q | +18.0% |
| Tower Research Capital LLC (TRC) | $32 | 959 | 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 | 6 | $816.0K | 24,405 | 1 | 2 | 2 | 0.0% |
| Q4 2022 | 20 | $19.9M | 599,325 | 6 | 10 | 2 | 0.0% |
| Q3 2022 | 22 | $48.0M | 1,589,235 | 4 | 12 | 5 | 0.0% |
| Q2 2022 | 25 | $47.8M | 1,491,440 | 7 | 10 | 6 | 0.0% |
| Q1 2022 | 21 | $41.3M | 1,098,744 | 7 | 10 | 2 | 0.0% |
| Q4 2021 | 21 | $42.3M | 1,070,143 | 12 | 3 | 2 | 0.0% |
| Q3 2021 | 10 | $38.4M | 952,634 | 2 | 2 | 4 | 0.0% |
| Q2 2021 | 9 | $41.5M | 1,069,623 | 2 | 2 | 2 | 0.0% |
| Q1 2021 | 8 | $33.9M | 929,930 | 4 | 3 | 1 | 0.0% |
| Q4 2020 | 4 | $32.9M | 1,067,400 | 0 | 0 | 4 | 0.0% |
| Q3 2020 | 4 | $26.6M | 1,191,310 | 1 | 0 | 3 | 0.0% |
| Q2 2020 | 4 | $25.0M | 1,197,120 | 1 | 2 | 1 | 0.0% |
| Q1 2020 | 4 | $20.2M | 1,203,536 | 1 | 3 | 0 | 0.0% |
| Q4 2019 | 3 | $27.4M | 1,102,455 | 1 | 2 | 0 | 0.0% |
| Q3 2019 | 3 | $25.2M | 1,084,907 | 2 | 1 | 0 | 0.0% |
| Q2 2019 | 1 | $1.0M | 43,936 | 1 | 0 | 0 | 0.0% |