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 |
|---|---|---|---|---|---|
|
White Pine Investment CO
|
Jan 17, 2025 Q4 2024 |
120,770
shares
|
$6.82 Million
1.77% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
115,628
shares
|
$6.53 Million
1.15% of portfolio
|
Q3 2024
Added 45.29%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
110,579
shares
|
$6.25 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.51%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
98,781
shares
|
$5.58 Million
0.05% of portfolio
|
Q3 2024
Reduced 32.63%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
97,755
shares
|
$5.52 Million
0.47% of portfolio
|
Q4 2024
Reduced 43.28%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
92,725
shares
|
$5.24 Million
0.02% of portfolio
|
Q3 2024
Reduced 64.21%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
90,376
shares
|
$5.11 Million
0.47% of portfolio
|
Q3 2024
Reduced 8.37%
|
|
|
Goodman Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
89,986
shares
|
$5.09 Million
1.37% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
89,679
shares
|
$5.07 Million
4.7% of portfolio
|
Q4 2024
New holding
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jan 30, 2025 Q4 2024 |
83,039
shares
|
$4.69 Million
1.77% of portfolio
|
Q4 2024
Reduced 71.03%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
78,163
shares
|
$4.42 Million
1.18% of portfolio
|
Q3 2024
Reduced 55.29%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
77,657
shares
|
$4.39 Million
0.11% of portfolio
|
Q3 2024
Added 490.32%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
74,384
shares
|
$4.2 Million
0.44% of portfolio
|
Q3 2024
Added 383.86%
|
|
|
Stringer Asset Management, LLC
Memphis, TN |
Nov 14, 2022 Q3 2022 |
74,003
shares
|
$4.18 Million
7.23% of portfolio
|
Q3 2022
Added 6.58%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
73,276
shares
|
$4.14 Million
0.58% of portfolio
|
Q4 2024
Added 21.73%
|
|
|
Running Point Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
72,082
shares
|
$4.07 Million
1.49% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
71,884
shares
|
$4.06 Million
0.01% of portfolio
|
Q3 2024
Reduced 19.2%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
69,744
shares
|
$3.94 Million
0.07% of portfolio
|
Q3 2024
Added 78.79%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Nov 13, 2024 Q3 2024 |
68,926
shares
|
$3.9 Million
1.29% of portfolio
|
Q3 2024
Added 2.91%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
64,762
shares
|
$3.66 Million
0.23% of portfolio
|
Q3 2024
Reduced 5.21%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Feb 06, 2025 Q4 2024 |
64,121
shares
|
$3.62 Million
1.26% of portfolio
|
Q4 2024
Reduced 73.79%
|
|
|
John W. Brooker & Co., Cp As
|
Jan 27, 2025 Q4 2024 |
63,995
shares
|
$3.62 Million
1.72% of portfolio
|
Q4 2024
Reduced 17.28%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
63,957
shares
|
$3.61 Million
0.04% of portfolio
|
Q3 2024
Added 73.07%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
63,156
shares
|
$3.57 Million
0.06% of portfolio
|
Q4 2024
Reduced 14.11%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
62,387
shares
|
$3.53 Million
0.12% of portfolio
|
Q4 2024
Reduced 8.5%
|