Institutional Ownership Invesco Ex Tr Self Indx Fd Tr (IMFL)
This table provides information about the institutional ownership of Invesco Ex Tr Self Indx Fd Tr (IMFL). We have compiled data on the 41 institutions that hold shares in the stock, with a total of 16.8 Million shares, which have been reported (via 13F filing form) to have a value of $419 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
14,785,882
shares
|
$373 Million
0.07% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Stewardship Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
576,977
shares
|
$14.6 Million
4.13% of portfolio
|
Q1 2025
Added 11.47%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
246,914
shares
|
$6.23 Million
0.0% of portfolio
|
Q4 2024
Reduced 12.46%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
187,320
shares
|
$4.73 Million
0.39% of portfolio
|
Q4 2024
Added 219.01%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
151,890
shares
|
$3.83 Million
0.14% of portfolio
|
Q4 2024
Added 10.44%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
146,698
shares
|
$3.7 Million
1.06% of portfolio
|
Q3 2024
New holding
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
117,045
shares
|
$2.95 Million
1.01% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
99,190
shares
|
$2.5 Million
0.01% of portfolio
|
Q4 2024
Reduced 51.7%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Feb 11, 2025 Q4 2024 |
70,401
shares
|
$1.78 Million
0.45% of portfolio
|
Q4 2024
Added 7.37%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Feb 12, 2025 Q4 2024 |
60,530
shares
|
$1.53 Million
0.27% of portfolio
|
Q4 2024
Added 3.1%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
57,099
shares
|
$1.44 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
52,384
shares
|
$1.32 Million
0.04% of portfolio
|
Q4 2024
Added 25.54%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Feb 13, 2025 Q4 2024 |
44,242
shares
|
$1.12 Million
0.49% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
26,551
shares
|
$670,147
0.04% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Sequent Planning LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
24,842
shares
|
$627,012
0.21% of portfolio
|
Q4 2024
Added 6.15%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
17,804
shares
|
$449,372
0.0% of portfolio
|
Q3 2024
Added 43.1%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
16,260
shares
|
$410,402
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
14,112
shares
|
$356,186
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
13,980
shares
|
$352,855
0.0% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
13,567
shares
|
$342,431
0.0% of portfolio
|
Q4 2024
Added 31.99%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
13,061
shares
|
$329,659
0.0% of portfolio
|
Q4 2024
Reduced 67.62%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
12,099
shares
|
$305,378
0.01% of portfolio
|
Q1 2025
Added 11.54%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jan 24, 2025 Q4 2024 |
11,066
shares
|
$279,305
0.1% of portfolio
|
Q4 2024
Reduced 42.84%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
10,418
shares
|
$262,950
0.0% of portfolio
|
Q4 2024
Reduced 60.24%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
9,078
shares
|
$229,128
0.0% of portfolio
|
Q4 2024
Added 8888.12%
|