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 |
|---|---|---|---|---|---|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
246,697
shares
|
$13 Million
0.0% of portfolio
|
Q4 2024
Reduced 59.72%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
241,883
shares
|
$12.8 Million
0.57% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Financial Designs Corp
Claremont, CA |
Jan 17, 2025 Q4 2024 |
237,468
shares
|
$12.5 Million
8.48% of portfolio
|
Q4 2024
Reduced 2.39%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
237,285
shares
|
$12.5 Million
0.49% of portfolio
|
Q4 2024
Added 11.87%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
235,305
shares
|
$12.4 Million
0.01% of portfolio
|
Q4 2024
Added 37.53%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
233,261
shares
|
$12.3 Million
0.88% of portfolio
|
Q4 2024
Reduced 37.03%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
230,104
shares
|
$12.1 Million
0.39% of portfolio
|
Q3 2022
Added 5.6%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
228,334
shares
|
$12.1 Million
0.07% of portfolio
|
Q4 2024
Added 41.44%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
224,399
shares
|
$11.8 Million
0.02% of portfolio
|
Q4 2024
Reduced 59.75%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
209,610
shares
|
$11.1 Million
0.14% of portfolio
|
Q4 2024
Reduced 4.99%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
203,466
shares
|
$10.7 Million
0.0% of portfolio
|
Q4 2024
Reduced 41.93%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
195,985
shares
|
$10.3 Million
0.0% of portfolio
|
Q4 2024
Reduced 24.18%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
192,022
shares
|
$10.1 Million
1.26% of portfolio
|
Q4 2024
Reduced 43.57%
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
187,717
shares
|
$9.91 Million
1.58% of portfolio
|
Q4 2024
Reduced 3.57%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Feb 11, 2025 Q4 2024 |
180,891
shares
|
$9.55 Million
2.7% of portfolio
|
Q4 2024
Added 6.15%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
180,118
shares
|
$9.51 Million
0.46% of portfolio
|
Q4 2024
Reduced 3.25%
|
|
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
Feb 13, 2025 Q4 2024 |
162,715
shares
|
$8.59 Million
5.3% of portfolio
|
Q4 2024
New holding
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
162,278
shares
|
$8.57 Million
6.1% of portfolio
|
Q1 2024
Added 0.58%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
162,256
shares
|
$8.56 Million
0.7% of portfolio
|
Q4 2024
Reduced 14.24%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
142,898
shares
|
$7.54 Million
2.16% of portfolio
|
Q3 2024
Added 1314.55%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
137,031
shares
|
$7.23 Million
0.74% of portfolio
|
Q4 2024
Reduced 7.65%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jan 14, 2025 Q4 2024 |
135,189
shares
|
$7.14 Million
1.39% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
121,347
shares
|
$6.4 Million
0.26% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
White Pine Investment CO
|
Jan 17, 2025 Q4 2024 |
120,770
shares
|
$6.37 Million
1.77% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Feb 12, 2025 Q4 2024 |
116,844
shares
|
$6.17 Million
1.21% of portfolio
|
Q4 2024
Added 1.05%
|