INVESCO EXCH TRD SLF IDX FD BSCM
BULSHS 2022 CB · ETP · CUSIP 46138J882
4
institutional holders
-284 vs Q3 2022
70.5k
shares reported held*
$1.5mreported value*
0 new
1 added
2 reduced
276 sold out
net sold ≈ $1.1bn (-51.3m 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 ≈ $21.15.
Trends to Q4 2022
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 288 |
| Q4 2022 | 4 |
Biggest buyers
| IFP Advisors, Inc | Added | +200 |
Biggest sellers
| Lido Advisors, LLC | Sold out | -3.9m |
| HM PAYSON & CO | Sold out | -2.5m |
| MORGAN STANLEY | Sold out | -2.5m |
| BANK OF AMERICA CORP /DE/ | Sold out | -2.4m |
| WELLS FARGO & COMPANY/MN | Sold out | -1.9m |
| Brookstone Capital Management | Sold out | -1.9m |
| Asset Dedication, LLC | Sold out | -1.8m |
| Fusion Family Wealth, LLC | Sold out | -1.7m |
| LPL Financial LLC | Sold out | -1.2m |
| EASTERN BANK | Sold out | -1.1m |
Holders, Q4 2022
| Manager | Shares | Change |
|---|---|---|
| SMI Advisory Services, LLC 0.44% of their portfolio | 64.0k $1.4m | Unchanged |
| IFP Advisors, Inc 0.00% of their portfolio | 5.6k $116.0k | Added +200 |
| OPTIMUM INVESTMENT ADVISORS 0.01% of their portfolio | 1.0k $21.2k | Reduced -38.5k |
| HUNTINGTON NATIONAL BANK 0.00% of their portfolio | 1 $21 | Reduced -446 |