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 292 institutions that hold shares in the stock, with a total of 82.7 Million shares, which have been reported (via 13F filing form) to have a value of $4.36 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
4,190
shares
|
$221,148
0.11% of portfolio
|
Q4 2024
Reduced 31.67%
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
4,121
shares
|
$217,506
0.02% of portfolio
|
Q4 2024
New holding
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
4,093
shares
|
$216,028
0.01% of portfolio
|
Q4 2024
New holding
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
4,022
shares
|
$212,281
0.02% of portfolio
|
Q4 2024
Reduced 12.64%
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
3,776
shares
|
$199,297
0.02% of portfolio
|
Q4 2024
Reduced 4.31%
|
|
Marshall Wace, LLP
London, X0 |
Feb 13, 2025 Q4 2024 |
3,749
shares
|
$197,872
0.0% of portfolio
|
Q4 2024
Reduced 97.34%
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
3,690
shares
|
$194,758
0.01% of portfolio
|
Q4 2024
Reduced 3.58%
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
3,440
shares
|
$181,563
0.0% of portfolio
|
Q4 2024
Reduced 82.96%
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
3,326
shares
|
$175,546
0.0% of portfolio
|
Q1 2023
Reduced 11.45%
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Feb 13, 2025 Q4 2024 |
2,632
shares
|
$138,916
0.07% of portfolio
|
Q4 2024
New holding
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
2,587
shares
|
$136,541
0.01% of portfolio
|
Q4 2024
Added 0.12%
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
2,467
shares
|
$130,208
0.02% of portfolio
|
Q4 2024
Added 0.08%
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
2,357
shares
|
$124,402
0.0% of portfolio
|
Q4 2024
New holding
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
2,075
shares
|
$109,518
0.07% of portfolio
|
Q2 2024
Reduced 76.55%
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
2,051
shares
|
$108,251
0.01% of portfolio
|
Q2 2024
New holding
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
1,895
shares
|
$100,018
0.0% of portfolio
|
Q4 2023
Reduced 22.16%
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
1,849
shares
|
$97,590
0.0% of portfolio
|
Q4 2024
Added 131.13%
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,645
shares
|
$86,823
0.0% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
1,320
shares
|
$69,669
0.01% of portfolio
|
Q4 2024
New holding
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,271
shares
|
$67,083
0.0% of portfolio
|
Q1 2020
Added 0.71%
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
1,225
shares
|
$64,655
0.01% of portfolio
|
Q3 2023
New holding
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
1,052
shares
|
$55,524
0.0% of portfolio
|
Q2 2023
New holding
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
1,052
shares
|
$55,524
0.0% of portfolio
|
Q2 2023
New holding
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
919
shares
|
$48,504
0.01% of portfolio
|
Q4 2024
Added 0.11%
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
881
shares
|
$46,499
0.02% of portfolio
|
Q4 2024
New holding
|