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 86.9 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 |
|---|---|---|---|---|---|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
22,461,427
shares
|
$1.25 Billion
0.24% of portfolio
|
Q3 2024
Added 2.44%
|
|
|
Balentine LLC
Atlanta, GA |
Oct 30, 2024 Q3 2024 |
5,667,538
shares
|
$315 Million
11.83% of portfolio
|
Q3 2024
Added 20.51%
|
|
|
Arizona Psprs Trust
Phoenix, AZ |
Nov 14, 2024 Q3 2024 |
5,373,488
shares
|
$299 Million
11.31% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
5,005,576
shares
|
$278 Million
0.02% of portfolio
|
Q3 2024
Reduced 15.81%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
4,693,031
shares
|
$261 Million
0.11% of portfolio
|
Q3 2024
Reduced 24.47%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
2,004,326
shares
|
$112 Million
0.01% of portfolio
|
Q3 2024
Reduced 20.14%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
1,887,343
shares
|
$105 Million
3.91% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
1,791,135
shares
|
$99.6 Million
1.43% of portfolio
|
Q2 2023
Added 38.51%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,549,007
shares
|
$86.2 Million
0.02% of portfolio
|
Q3 2024
Reduced 24.9%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
1,505,239
shares
|
$83.7 Million
3.56% of portfolio
|
Q2 2023
Reduced 9.04%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,489,402
shares
|
$82.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 36.96%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,307,696
shares
|
$72.7 Million
0.16% of portfolio
|
Q3 2024
Reduced 28.84%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
1,232,464
shares
|
$68.6 Million
0.15% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,212,307
shares
|
$67.4 Million
4.58% of portfolio
|
Q4 2023
Added 3.35%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
1,179,637
shares
|
$65.6 Million
8.32% of portfolio
|
Q3 2022
Added 2.19%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
1,087,635
shares
|
$60.5 Million
0.17% of portfolio
|
Q3 2024
Added 2.93%
|
|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
1,041,515
shares
|
$57.9 Million
2.3% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Oct 24, 2024 Q3 2024 |
951,524
shares
|
$52.9 Million
14.89% of portfolio
|
Q3 2024
Added 15.14%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
900,426
shares
|
$50.1 Million
0.06% of portfolio
|
Q3 2024
Reduced 51.97%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
834,888
shares
|
$46.4 Million
0.08% of portfolio
|
Q3 2024
Reduced 48.15%
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 31, 2024 Q3 2024 |
791,398
shares
|
$44 Million
21.49% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
789,598
shares
|
$43.9 Million
0.1% of portfolio
|
Q3 2023
Added 111.8%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
653,898
shares
|
$36.4 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
612,508
shares
|
$34.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 44.38%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
608,099
shares
|
$33.8 Million
1.96% of portfolio
|
Q3 2024
Added 5.47%
|