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 289 institutions that hold shares in the stock, with a total of 80.7 Million shares, which have been reported (via 13F filing form) to have a value of $4.32 Billion.
| 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 |
21,793,427
shares
|
$1.17 Billion
0.23% of portfolio
|
Q4 2024
Reduced 2.97%
|
|
|
Balentine LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
5,609,283
shares
|
$300 Million
13.44% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Arizona Psprs Trust
Phoenix, AZ |
Feb 12, 2025 Q4 2024 |
5,380,949
shares
|
$288 Million
9.41% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
5,161,358
shares
|
$276 Million
0.02% of portfolio
|
Q4 2024
Added 3.11%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
2,824,745
shares
|
$151 Million
0.06% of portfolio
|
Q1 2025
Reduced 19.94%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,813,531
shares
|
$97.2 Million
0.01% of portfolio
|
Q4 2024
Reduced 9.52%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
1,791,135
shares
|
$96 Million
1.43% of portfolio
|
Q2 2023
Added 38.51%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
1,505,239
shares
|
$80.6 Million
3.56% of portfolio
|
Q2 2023
Reduced 9.04%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,370,662
shares
|
$73.4 Million
0.02% of portfolio
|
Q4 2024
Reduced 7.97%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,212,307
shares
|
$64.9 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
|
$63.2 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
|
$62.3 Million
0.16% of portfolio
|
Q4 2024
Reduced 11.08%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,133,701
shares
|
$60.7 Million
0.01% of portfolio
|
Q4 2024
Reduced 26.81%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
1,081,225
shares
|
$57.9 Million
0.12% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
1,033,951
shares
|
$55.4 Million
0.16% of portfolio
|
Q4 2024
Reduced 4.94%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Apr 14, 2025 Q1 2025 |
986,930
shares
|
$52.9 Million
12.52% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
986,596
shares
|
$52.9 Million
0.74% of portfolio
|
Q4 2024
New holding
|
|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
980,582
shares
|
$52.5 Million
2.48% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
930,254
shares
|
$49.8 Million
1.96% of portfolio
|
Q1 2025
Reduced 13.78%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
900,426
shares
|
$48.2 Million
0.06% of portfolio
|
Q3 2024
Reduced 51.97%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
865,906
shares
|
$46.4 Million
0.08% of portfolio
|
Q4 2024
Added 3.72%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
817,171
shares
|
$43.8 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Deseret Mutual Benefit Administrators
|
Apr 25, 2025 Q1 2025 |
792,983
shares
|
$42.5 Million
21.21% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
789,598
shares
|
$42.3 Million
0.1% of portfolio
|
Q3 2023
Added 111.8%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
666,266
shares
|
$35.7 Million
1.43% of portfolio
|
Q1 2025
Added 3.02%
|