INVESCO EXCH TRD SLF IDX FD
BULSHS 2022 HY · ETP · CUSIP 46138J874
2
institutional holders
-130 vs Q3 2022
15.3k
shares reported held*
$375.0kreported value*
0 new
1 added
0 reduced
128 sold out
net sold ≈ $282.8m (-12.4m shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $24.54.
Trends to Q4 2022
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 132 |
| Q4 2022 | 2 |
Biggest buyers
| IFP Advisors, Inc | Added | +40 |
Biggest sellers
| ENVESTNET ASSET MANAGEMENT INC | Sold out | -983.5k |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | Sold out | -956.4k |
| CWM, LLC | Sold out | -791.7k |
| Mirador Capital Partners LP | Sold out | -781.0k |
| LPL Financial LLC | Sold out | -479.2k |
| Raymond James Financial Services Advisors, Inc. | Sold out | -456.1k |
| BlackRock Inc. | Sold out | -438.0k |
| WELLS FARGO & COMPANY/MN | Sold out | -410.0k |
| STIFEL FINANCIAL CORP | Sold out | -398.6k |
| IMA Advisory Services, Inc. | Sold out | -336.7k |
Holders, Q4 2022
| Manager | Shares | Change |
|---|---|---|
| IFP Advisors, Inc 0.01% of their portfolio | 15.3k $375.0k | Added +40 |
| HUNTINGTON NATIONAL BANK 0.00% of their portfolio | 1 $21 | Unchanged |