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 |
|---|---|---|---|---|---|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
4,190
shares
|
$236,776
0.11% of portfolio
|
Q4 2024
Reduced 31.67%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
4,121
shares
|
$232,877
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
4,097
shares
|
$231,521
0.0% of portfolio
|
Q3 2024
Reduced 6.1%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
4,093
shares
|
$231,295
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
4,022
shares
|
$227,283
0.02% of portfolio
|
Q4 2024
Reduced 12.64%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
3,946
shares
|
$222,988
0.02% of portfolio
|
Q3 2024
Reduced 42.99%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
3,814
shares
|
$215,529
0.09% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
3,690
shares
|
$208,521
0.01% of portfolio
|
Q4 2024
Reduced 3.58%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
3,440
shares
|
$194,394
0.0% of portfolio
|
Q4 2024
Reduced 82.96%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
3,326
shares
|
$187,952
0.0% of portfolio
|
Q1 2023
Reduced 11.45%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
2,584
shares
|
$146,021
0.01% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
2,467
shares
|
$139,410
0.02% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
2,075
shares
|
$117,258
0.07% of portfolio
|
Q2 2024
Reduced 76.55%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
2,051
shares
|
$115,902
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
1,895
shares
|
$107,086
0.0% of portfolio
|
Q4 2023
Reduced 22.16%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,645
shares
|
$92,958
0.0% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
1,320
shares
|
$74,593
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,271
shares
|
$71,824
0.0% of portfolio
|
Q1 2020
Added 0.71%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
1,225
shares
|
$69,224
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
1,052
shares
|
$59,448
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
1,052
shares
|
$59,448
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
919
shares
|
$51,932
0.01% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
822
shares
|
$46,451
0.0% of portfolio
|
Q3 2024
Added 47.31%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
800
shares
|
$45,208
0.0% of portfolio
|
Q3 2024
Reduced 4.19%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
620
shares
|
$35,036
0.0% of portfolio
|
Q4 2024
Reduced 26.54%
|