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 |
|---|---|---|---|---|---|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
56,860
shares
|
$3 Million
0.05% of portfolio
|
Q4 2024
Added 12.72%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Jan 31, 2025 Q4 2024 |
52,259
shares
|
$2.76 Million
1.48% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
50,620
shares
|
$2.67 Million
0.17% of portfolio
|
Q4 2024
Added 6.93%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
48,898
shares
|
$2.58 Million
0.08% of portfolio
|
Q4 2024
Reduced 2.65%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Feb 04, 2025 Q4 2024 |
48,094
shares
|
$2.54 Million
1.36% of portfolio
|
Q4 2024
Reduced 17.82%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
47,905
shares
|
$2.53 Million
0.01% of portfolio
|
Q4 2024
Reduced 33.36%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
47,760
shares
|
$2.52 Million
0.0% of portfolio
|
Q4 2024
Added 259.67%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
47,023
shares
|
$2.48 Million
0.0% of portfolio
|
Q4 2024
Reduced 69.65%
|
|
|
Advocacy Wealth Management Services, LLC
|
Feb 14, 2025 Q4 2024 |
46,803
shares
|
$2.47 Million
0.21% of portfolio
|
Q2 2024
Reduced 9.82%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
45,121
shares
|
$2.38 Million
0.68% of portfolio
|
Q4 2024
Reduced 42.27%
|
|
|
Stewardship Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
44,421
shares
|
$2.34 Million
0.71% of portfolio
|
Q4 2024
Reduced 15.44%
|
|
|
Retirement Planning Group
|
Feb 18, 2025 Q4 2024 |
43,753
shares
|
$2.31 Million
0.14% of portfolio
|
Q4 2024
Reduced 3.87%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
42,850
shares
|
$2.26 Million
0.0% of portfolio
|
Q4 2024
Added 10.02%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
42,769
shares
|
$2.26 Million
0.08% of portfolio
|
Q4 2024
Reduced 27.9%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Feb 13, 2025 Q4 2024 |
42,730
shares
|
$2.26 Million
1.1% of portfolio
|
Q4 2024
Reduced 7.13%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
42,501
shares
|
$2.24 Million
0.0% of portfolio
|
Q4 2024
Added 12.8%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Feb 04, 2025 Q4 2024 |
42,311
shares
|
$2.23 Million
1.12% of portfolio
|
Q4 2024
Added 12.14%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
41,613
shares
|
$2.2 Million
0.05% of portfolio
|
Q4 2024
Reduced 37.24%
|
|
|
Defined Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
41,205
shares
|
$2.17 Million
1.53% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
40,943
shares
|
$2.16 Million
0.05% of portfolio
|
Q4 2024
Reduced 32.79%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
40,138
shares
|
$2.12 Million
0.01% of portfolio
|
Q4 2024
Added 46.88%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
39,152
shares
|
$2.07 Million
0.0% of portfolio
|
Q4 2024
Added 16.54%
|
|
|
First National Trust CO
|
Feb 10, 2025 Q4 2024 |
37,853
shares
|
$2 Million
0.08% of portfolio
|
Q4 2024
Reduced 7.14%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Jan 16, 2025 Q4 2024 |
37,471
shares
|
$1.98 Million
1.87% of portfolio
|
Q4 2024
Reduced 6.43%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Feb 10, 2025 Q4 2024 |
35,678
shares
|
$1.88 Million
2.61% of portfolio
|
Q3 2024
New holding
|