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 |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
636,023
shares
|
$33.6 Million
0.2% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
Lm Advisors LLC
San Diego, CA |
Feb 12, 2025 Q4 2024 |
625,537
shares
|
$33 Million
5.93% of portfolio
|
Q4 2024
Added 7.76%
|
|
|
Waller Financial Planning Group, Inc
|
Jan 03, 2025 Q4 2024 |
552,680
shares
|
$29.2 Million
7.56% of portfolio
|
Q4 2024
Added 2.93%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
507,387
shares
|
$26.8 Million
0.09% of portfolio
|
Q4 2024
Reduced 4.89%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
480,771
shares
|
$25.4 Million
0.01% of portfolio
|
Q4 2024
Reduced 18.9%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
471,303
shares
|
$24.9 Million
0.86% of portfolio
|
Q4 2024
Added 23.34%
|
|
|
Baldwin Brothers LLC
|
Jan 22, 2025 Q4 2024 |
456,086
shares
|
$24.1 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
445,290
shares
|
$23.5 Million
0.4% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
441,226
shares
|
$23.3 Million
0.04% of portfolio
|
Q4 2024
Reduced 14.11%
|
|
|
Solano Wealth Management, Inc.
Fairfield, CA |
Jul 30, 2024 Q2 2024 |
434,674
shares
|
$22.9 Million
12.49% of portfolio
|
Q2 2024
Added 2.98%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
429,463
shares
|
$22.7 Million
1.33% of portfolio
|
Q4 2024
Reduced 7.8%
|
|
|
Daido Life Insurance CO
Tokyo, M0 |
Feb 12, 2025 Q4 2024 |
403,056
shares
|
$21.3 Million
2.68% of portfolio
|
Q3 2022
New holding
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
358,107
shares
|
$18.9 Million
8.79% of portfolio
|
Q4 2024
Reduced 8.29%
|
|
|
Burt Wealth Advisors
|
Feb 06, 2025 Q4 2024 |
350,304
shares
|
$18.5 Million
4.82% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
342,267
shares
|
$18.1 Million
0.02% of portfolio
|
Q4 2024
Reduced 10.32%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jan 14, 2025 Q4 2024 |
327,677
shares
|
$17.3 Million
3.18% of portfolio
|
Q4 2024
Added 46.71%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
295,456
shares
|
$15.6 Million
0.04% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
295,154
shares
|
$15.6 Million
0.03% of portfolio
|
Q4 2024
Reduced 27.89%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Feb 04, 2025 Q4 2024 |
286,961
shares
|
$15.1 Million
11.89% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
285,037
shares
|
$15 Million
0.0% of portfolio
|
Q4 2024
Reduced 12.55%
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
283,906
shares
|
$15 Million
2.36% of portfolio
|
Q4 2024
Reduced 11.61%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
263,013
shares
|
$13.9 Million
1.77% of portfolio
|
Q1 2023
Added 2.41%
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Jan 31, 2025 Q4 2024 |
260,525
shares
|
$13.8 Million
11.13% of portfolio
|
Q4 2024
Reduced 3.42%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
253,421
shares
|
$13.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 60.0%
|
|
|
Nbz Investment Advisors LLC
Knoxville, TN |
Feb 12, 2025 Q4 2024 |
250,085
shares
|
$13.2 Million
7.57% of portfolio
|
Q4 2024
New holding
|