Institutional Ownership Invesco Ex Tr Self Indx Fd Tr (IMFL)
This table provides information about the institutional ownership of Invesco Ex Tr Self Indx Fd Tr (IMFL). We have compiled data on the 41 institutions that hold shares in the stock, with a total of 16.9 Million shares, which have been reported (via 13F filing form) to have a value of $434 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
14,785,882
shares
|
$381 Million
0.07% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Stewardship Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
576,977
shares
|
$14.9 Million
4.13% of portfolio
|
Q1 2025
Added 11.47%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
311,875
shares
|
$8.03 Million
0.0% of portfolio
|
Q1 2025
Added 26.31%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
187,320
shares
|
$4.83 Million
0.39% of portfolio
|
Q4 2024
Added 219.01%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
146,698
shares
|
$3.78 Million
1.06% of portfolio
|
Q3 2024
New holding
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
136,806
shares
|
$3.52 Million
0.02% of portfolio
|
Q1 2025
Added 37.92%
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
117,045
shares
|
$3.02 Million
1.01% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
75,281
shares
|
$1.94 Million
0.07% of portfolio
|
Q1 2025
Reduced 50.44%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Feb 11, 2025 Q4 2024 |
70,401
shares
|
$1.81 Million
0.45% of portfolio
|
Q4 2024
Added 7.37%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
May 02, 2025 Q1 2025 |
67,860
shares
|
$1.75 Million
0.32% of portfolio
|
Q1 2025
Added 12.11%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
57,099
shares
|
$1.47 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
52,278
shares
|
$1.35 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
May 08, 2025 Q1 2025 |
44,773
shares
|
$1.15 Million
0.54% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
26,551
shares
|
$683,953
0.04% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Sequent Planning LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
24,842
shares
|
$639,929
0.21% of portfolio
|
Q4 2024
Added 6.15%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
20,172
shares
|
$519,630
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
17,804
shares
|
$458,631
0.0% of portfolio
|
Q3 2024
Added 43.1%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
16,274
shares
|
$419,218
0.0% of portfolio
|
Q1 2025
Added 19.95%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
16,260
shares
|
$418,857
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
13,980
shares
|
$360,124
0.0% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
13,354
shares
|
$343,999
0.0% of portfolio
|
Q1 2025
Added 28.18%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
13,061
shares
|
$336,451
0.0% of portfolio
|
Q4 2024
Reduced 67.62%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
May 07, 2025 Q1 2025 |
12,861
shares
|
$331,299
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
12,099
shares
|
$311,670
0.01% of portfolio
|
Q1 2025
Added 11.54%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
May 05, 2025 Q1 2025 |
11,066
shares
|
$285,060
0.1% of portfolio
|
Q4 2024
Reduced 42.84%
|