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 283 institutions that hold shares in the stock, with a total of 84.9 Million shares, which have been reported (via 13F filing form) to have a value of $4.83 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
60,914
shares
|
$3.46 Million
0.09% of portfolio
|
Q3 2024
Reduced 5.74%
|
|
|
Running Point Capital Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
59,628
shares
|
$3.39 Million
1.12% of portfolio
|
Q4 2024
Reduced 17.28%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
59,320
shares
|
$3.37 Million
0.12% of portfolio
|
Q3 2024
Added 5.68%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
58,415
shares
|
$3.32 Million
0.23% of portfolio
|
Q1 2024
Added 0.03%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
56,860
shares
|
$3.23 Million
0.05% of portfolio
|
Q4 2024
Added 12.72%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Jan 31, 2025 Q4 2024 |
52,259
shares
|
$2.97 Million
1.48% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
50,620
shares
|
$2.88 Million
0.17% of portfolio
|
Q4 2024
Added 6.93%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
48,898
shares
|
$2.78 Million
0.08% of portfolio
|
Q4 2024
Reduced 2.65%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Feb 04, 2025 Q4 2024 |
48,094
shares
|
$2.74 Million
1.36% of portfolio
|
Q4 2024
Reduced 17.82%
|
|
|
Advocacy Wealth Management Services, LLC
|
Oct 31, 2024 Q3 2024 |
46,803
shares
|
$2.66 Million
0.21% of portfolio
|
Q2 2024
Reduced 9.82%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
46,013
shares
|
$2.62 Million
1.13% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
45,515
shares
|
$2.59 Million
0.15% of portfolio
|
Q3 2024
Reduced 3.3%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
45,121
shares
|
$2.57 Million
0.68% of portfolio
|
Q4 2024
Reduced 42.27%
|
|
|
Stewardship Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
44,421
shares
|
$2.53 Million
0.71% of portfolio
|
Q4 2024
Reduced 15.44%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
43,484
shares
|
$2.47 Million
0.13% of portfolio
|
Q3 2024
Reduced 39.34%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
42,501
shares
|
$2.42 Million
0.0% of portfolio
|
Q4 2024
Added 12.8%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Feb 04, 2025 Q4 2024 |
42,311
shares
|
$2.41 Million
1.12% of portfolio
|
Q4 2024
Added 12.14%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
41,613
shares
|
$2.37 Million
0.05% of portfolio
|
Q4 2024
Reduced 37.24%
|
|
|
Defined Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
41,205
shares
|
$2.34 Million
1.53% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
40,138
shares
|
$2.28 Million
0.01% of portfolio
|
Q4 2024
Added 46.88%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
38,947
shares
|
$2.21 Million
0.0% of portfolio
|
Q3 2024
Reduced 17.59%
|
|
|
First National Trust CO
|
Feb 10, 2025 Q4 2024 |
37,853
shares
|
$2.15 Million
0.08% of portfolio
|
Q4 2024
Reduced 7.14%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Jan 16, 2025 Q4 2024 |
37,471
shares
|
$2.13 Million
1.87% of portfolio
|
Q4 2024
Reduced 6.43%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
37,364
shares
|
$2.12 Million
0.04% of portfolio
|
Q2 2024
Added 14.44%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Feb 10, 2025 Q4 2024 |
35,678
shares
|
$2.03 Million
2.61% of portfolio
|
Q3 2024
New holding
|