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 43 institutions that hold shares in the stock, with a total of 16.7 Million shares, which have been reported (via 13F filing form) to have a value of $414 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
14,465,686
shares
|
$356 Million
0.07% of portfolio
|
Q3 2024
Reduced 4.96%
|
|
|
Stewardship Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
517,614
shares
|
$12.7 Million
3.56% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
282,066
shares
|
$6.94 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
187,320
shares
|
$4.61 Million
0.39% of portfolio
|
Q4 2024
Added 219.01%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jan 14, 2025 Q4 2024 |
175,783
shares
|
$4.32 Million
0.78% of portfolio
|
Q4 2024
Added 1.71%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
146,698
shares
|
$3.61 Million
1.06% of portfolio
|
Q3 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
137,533
shares
|
$3.38 Million
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
117,977
shares
|
$2.9 Million
0.94% of portfolio
|
Q4 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
99,190
shares
|
$2.44 Million
0.01% of portfolio
|
Q4 2024
Reduced 51.7%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
65,569
shares
|
$1.61 Million
0.32% of portfolio
|
Q3 2024
Added 5.25%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
59,352
shares
|
$1.46 Million
0.0% of portfolio
|
Q3 2024
Added 36.5%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
58,711
shares
|
$1.44 Million
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
57,099
shares
|
$1.4 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
52,384
shares
|
$1.29 Million
0.04% of portfolio
|
Q4 2024
Added 25.54%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
44,221
shares
|
$1.09 Million
0.52% of portfolio
|
Q3 2024
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
26,445
shares
|
$650,282
0.03% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
26,201
shares
|
$644,282
0.0% of portfolio
|
Q3 2024
Reduced 7.43%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
23,403
shares
|
$575,479
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
17,804
shares
|
$437,800
0.0% of portfolio
|
Q3 2024
Added 43.1%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
14,370
shares
|
$353,358
0.1% of portfolio
|
Q3 2024
Reduced 20.11%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
14,112
shares
|
$347,014
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
13,980
shares
|
$343,768
0.0% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
13,061
shares
|
$321,169
0.0% of portfolio
|
Q4 2024
Reduced 67.62%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
11,693
shares
|
$287,530
0.02% of portfolio
|
Q3 2024
Reduced 81.5%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jan 24, 2025 Q4 2024 |
11,066
shares
|
$272,112
0.1% of portfolio
|
Q4 2024
Reduced 42.84%
|