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 |
|---|---|---|---|---|---|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
263,013
shares
|
$14.9 Million
1.77% of portfolio
|
Q1 2023
Added 2.41%
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Jan 31, 2025 Q4 2024 |
260,525
shares
|
$14.7 Million
11.13% of portfolio
|
Q4 2024
Reduced 3.42%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
258,486
shares
|
$14.6 Million
0.0% of portfolio
|
Q3 2024
Added 2991.94%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
253,421
shares
|
$14.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 60.0%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
241,883
shares
|
$13.7 Million
0.57% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Financial Designs Corp
Claremont, CA |
Jan 17, 2025 Q4 2024 |
237,468
shares
|
$13.4 Million
8.48% of portfolio
|
Q4 2024
Reduced 2.39%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
237,285
shares
|
$13.4 Million
0.49% of portfolio
|
Q4 2024
Added 11.87%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
235,305
shares
|
$13.3 Million
0.01% of portfolio
|
Q4 2024
Added 37.53%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
233,261
shares
|
$13.2 Million
0.88% of portfolio
|
Q4 2024
Reduced 37.03%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
230,104
shares
|
$13 Million
0.39% of portfolio
|
Q3 2022
Added 5.6%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
220,620
shares
|
$12.5 Million
0.15% of portfolio
|
Q3 2024
Added 5.36%
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
187,717
shares
|
$10.6 Million
1.58% of portfolio
|
Q4 2024
Reduced 3.57%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
180,118
shares
|
$10.2 Million
0.46% of portfolio
|
Q4 2024
Reduced 3.25%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
178,734
shares
|
$10.1 Million
0.02% of portfolio
|
Q3 2024
Reduced 24.14%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
170,415
shares
|
$9.63 Million
1.75% of portfolio
|
Q3 2024
Added 58.52%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
162,278
shares
|
$9.17 Million
6.1% of portfolio
|
Q1 2024
Added 0.58%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
162,256
shares
|
$9.17 Million
0.7% of portfolio
|
Q4 2024
Reduced 14.24%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
161,430
shares
|
$9.12 Million
0.05% of portfolio
|
Q3 2024
Added 7.81%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
154,947
shares
|
$8.76 Million
0.0% of portfolio
|
Q3 2024
Added 123.64%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
142,898
shares
|
$8.08 Million
2.16% of portfolio
|
Q3 2024
Added 1314.55%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
141,055
shares
|
$7.97 Million
0.01% of portfolio
|
Q3 2024
Added 1790.82%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
138,697
shares
|
$7.84 Million
0.32% of portfolio
|
Q3 2024
Reduced 4.99%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
137,031
shares
|
$7.74 Million
0.74% of portfolio
|
Q4 2024
Reduced 7.65%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jan 14, 2025 Q4 2024 |
135,189
shares
|
$7.64 Million
1.39% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
122,188
shares
|
$6.9 Million
0.29% of portfolio
|
Q3 2024
Added 135.16%
|