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 293 institutions that hold shares in the stock, with a total of 82.6 Million shares, which have been reported (via 13F filing form) to have a value of $4.32 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
101,063
shares
|
$5.29 Million
0.01% of portfolio
|
Q4 2024
Reduced 43.46%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
97,755
shares
|
$5.12 Million
0.47% of portfolio
|
Q4 2024
Reduced 43.28%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Apr 18, 2025 Q1 2025 |
97,368
shares
|
$5.1 Million
1.17% of portfolio
|
Q1 2025
Reduced 27.98%
|
|
|
Goodman Advisory Group, LLC
|
Feb 13, 2025 Q4 2024 |
91,102
shares
|
$4.77 Million
1.47% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
89,679
shares
|
$4.69 Million
4.7% of portfolio
|
Q4 2024
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
87,751
shares
|
$4.59 Million
0.43% of portfolio
|
Q4 2024
Added 17.97%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
86,108
shares
|
$4.51 Million
0.06% of portfolio
|
Q4 2024
Added 23.46%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
84,521
shares
|
$4.42 Million
0.02% of portfolio
|
Q4 2024
Reduced 8.85%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Apr 08, 2025 Q1 2025 |
82,993
shares
|
$4.34 Million
1.83% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
80,195
shares
|
$4.2 Million
0.31% of portfolio
|
Q4 2024
Added 69.86%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
77,987
shares
|
$4.08 Million
0.04% of portfolio
|
Q4 2024
Reduced 21.05%
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
77,961
shares
|
$4.08 Million
0.04% of portfolio
|
Q4 2024
Added 21.9%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
77,859
shares
|
$4.08 Million
0.1% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Stringer Asset Management, LLC
Memphis, TN |
Nov 14, 2022 Q3 2022 |
74,003
shares
|
$3.87 Million
7.23% of portfolio
|
Q3 2022
Added 6.58%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
73,276
shares
|
$3.84 Million
0.58% of portfolio
|
Q4 2024
Added 21.73%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Feb 10, 2025 Q4 2024 |
71,213
shares
|
$3.73 Million
1.54% of portfolio
|
Q4 2024
Added 3.32%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
69,547
shares
|
$3.64 Million
0.1% of portfolio
|
Q4 2024
Added 85.41%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Feb 06, 2025 Q4 2024 |
64,121
shares
|
$3.36 Million
1.26% of portfolio
|
Q4 2024
Reduced 73.79%
|
|
|
John W. Brooker & Co., Cp As
|
Jan 27, 2025 Q4 2024 |
63,995
shares
|
$3.35 Million
1.72% of portfolio
|
Q4 2024
Reduced 17.28%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
63,862
shares
|
$3.34 Million
0.33% of portfolio
|
Q4 2024
Reduced 29.34%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
63,171
shares
|
$3.31 Million
0.05% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
62,387
shares
|
$3.27 Million
0.12% of portfolio
|
Q4 2024
Reduced 8.5%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
59,840
shares
|
$3.13 Million
0.23% of portfolio
|
Q4 2024
Reduced 7.6%
|
|
|
Running Point Capital Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
59,628
shares
|
$3.12 Million
1.12% of portfolio
|
Q4 2024
Reduced 17.28%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
58,415
shares
|
$3.06 Million
0.23% of portfolio
|
Q1 2024
Added 0.03%
|