Institutional Ownership Invesco Exchange Traded Self I (OMFS)
This table provides information about the institutional ownership of Invesco Exchange Traded Self I (OMFS). We have compiled data on the 66 institutions that hold shares in the stock, with a total of 6.23 Million shares, which have been reported (via 13F filing form) to have a value of $231 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
18,393
shares
|
$682,012
0.0% of portfolio
|
Q4 2024
Added 13.92%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
17,225
shares
|
$638,703
0.03% of portfolio
|
Q1 2023
Reduced 59.47%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
17,089
shares
|
$633,660
0.03% of portfolio
|
Q4 2024
Reduced 41.78%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
16,756
shares
|
$621,312
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
16,373
shares
|
$607,110
0.0% of portfolio
|
Q4 2024
Reduced 3.61%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jan 23, 2025 Q4 2024 |
15,462
shares
|
$573,330
0.16% of portfolio
|
Q4 2024
Reduced 45.63%
|
|
|
Graney & King, LLC
Latham, NY |
Feb 11, 2025 Q4 2024 |
15,072
shares
|
$558,869
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
14,815
shares
|
$549,340
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
14,624
shares
|
$542,257
0.09% of portfolio
|
Q4 2024
Reduced 7.13%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
12,846
shares
|
$476,329
0.02% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
12,586
shares
|
$466,688
0.0% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Jan 31, 2025 Q4 2024 |
12,560
shares
|
$465,724
0.39% of portfolio
|
Q4 2024
Reduced 87.07%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
10,593
shares
|
$392,788
0.0% of portfolio
|
Q4 2024
Reduced 2.97%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
10,387
shares
|
$385,149
0.0% of portfolio
|
Q4 2024
Reduced 24.65%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
9,772
shares
|
$362,345
0.0% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
9,082
shares
|
$336,760
0.0% of portfolio
|
Q4 2024
Added 5.04%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
8,390
shares
|
$311,101
0.0% of portfolio
|
Q4 2024
Reduced 18.49%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
7,898
shares
|
$292,857
0.01% of portfolio
|
Q1 2024
Reduced 3.61%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
7,024
shares
|
$260,449
0.04% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
6,255
shares
|
$231,935
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
6,009
shares
|
$222,813
0.01% of portfolio
|
Q4 2024
Reduced 70.84%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,601
shares
|
$207,685
0.0% of portfolio
|
Q4 2024
Reduced 67.46%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
3,875
shares
|
$143,685
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
2,338
shares
|
$86,693
0.01% of portfolio
|
Q4 2024
Added 1800.81%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
1,992
shares
|
$73,863
0.02% of portfolio
|
Q4 2024
Reduced 37.2%
|