Institutional Ownership Invesco Exchange Traded Self I (OMFL)
This table provides information about the institutional ownership of Invesco Exchange Traded Self I (OMFL). We have compiled data on the 284 institutions that hold shares in the stock, with a total of 87.4 Million shares, which have been reported (via 13F filing form) to have a value of $4.94 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
22,461,427
shares
|
$1.27 Billion
0.24% of portfolio
|
Q3 2024
Added 2.44%
|
|
|
Balentine LLC
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
5,686,390
shares
|
$321 Million
13.39% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Arizona Psprs Trust
Phoenix, AZ |
Nov 14, 2024 Q3 2024 |
5,373,488
shares
|
$304 Million
11.31% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
5,005,576
shares
|
$283 Million
0.02% of portfolio
|
Q3 2024
Reduced 15.81%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
4,693,031
shares
|
$265 Million
0.11% of portfolio
|
Q3 2024
Reduced 24.47%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
2,004,326
shares
|
$113 Million
0.01% of portfolio
|
Q3 2024
Reduced 20.14%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
1,887,343
shares
|
$107 Million
3.91% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
1,791,135
shares
|
$101 Million
1.43% of portfolio
|
Q2 2023
Added 38.51%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,549,007
shares
|
$87.5 Million
0.02% of portfolio
|
Q3 2024
Reduced 24.9%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
1,505,239
shares
|
$85.1 Million
3.56% of portfolio
|
Q2 2023
Reduced 9.04%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,489,402
shares
|
$84.2 Million
0.02% of portfolio
|
Q3 2024
Reduced 36.96%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
1,233,116
shares
|
$69.7 Million
0.14% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,212,307
shares
|
$68.5 Million
4.58% of portfolio
|
Q4 2023
Added 3.35%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
1,179,637
shares
|
$66.7 Million
8.32% of portfolio
|
Q3 2022
Added 2.19%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,162,839
shares
|
$65.7 Million
0.16% of portfolio
|
Q4 2024
Reduced 11.08%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
1,087,635
shares
|
$61.5 Million
0.17% of portfolio
|
Q3 2024
Added 2.93%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
1,008,518
shares
|
$57 Million
2.21% of portfolio
|
Q4 2024
Reduced 3.17%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
986,596
shares
|
$55.8 Million
0.74% of portfolio
|
Q4 2024
New holding
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jan 23, 2025 Q4 2024 |
984,265
shares
|
$55.6 Million
14.32% of portfolio
|
Q4 2024
Added 3.44%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
900,426
shares
|
$50.9 Million
0.06% of portfolio
|
Q3 2024
Reduced 51.97%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
834,888
shares
|
$47.2 Million
0.08% of portfolio
|
Q3 2024
Reduced 48.15%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
817,171
shares
|
$46.2 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Deseret Mutual Benefit Administrators
|
Feb 03, 2025 Q4 2024 |
792,983
shares
|
$44.8 Million
21.3% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
789,598
shares
|
$44.6 Million
0.1% of portfolio
|
Q3 2023
Added 111.8%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
646,707
shares
|
$36.5 Million
2.05% of portfolio
|
Q4 2024
Added 6.35%
|