Institutional Ownership Invesco Exchange Traded Self I (OMFS)
This table provides information about the institutional ownership of Invesco Exchange Traded Self I (OMFS). We have compiled data on the 67 institutions that hold shares in the stock, with a total of 6.69 Million shares, which have been reported (via 13F filing form) to have a value of $269 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
17,225
shares
|
$692,272
0.03% of portfolio
|
Q1 2023
Reduced 59.47%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
17,211
shares
|
$691,710
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
16,986
shares
|
$682,667
0.0% of portfolio
|
Q3 2024
Reduced 16.95%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
16,756
shares
|
$673,423
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
16,697
shares
|
$671,052
0.0% of portfolio
|
Q3 2024
Reduced 5.73%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
16,145
shares
|
$648,867
0.0% of portfolio
|
Q3 2024
Reduced 52.51%
|
|
|
E Rn Financial, LLC
|
Oct 15, 2024 Q3 2024 |
15,747
shares
|
$632,871
0.1% of portfolio
|
Q3 2024
Reduced 3.43%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
13,861
shares
|
$557,073
0.09% of portfolio
|
Q3 2024
Reduced 28.7%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
13,785
shares
|
$554,019
0.0% of portfolio
|
Q3 2024
Reduced 80.89%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
12,904
shares
|
$518,611
0.02% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
12,434
shares
|
$499,722
0.0% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
11,122
shares
|
$446,993
0.0% of portfolio
|
Q3 2024
Reduced 30.02%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
10,917
shares
|
$438,754
0.0% of portfolio
|
Q3 2024
Reduced 25.93%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
10,293
shares
|
$413,675
0.0% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
9,881
shares
|
$397,117
0.0% of portfolio
|
Q3 2024
Reduced 6.63%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
9,831
shares
|
$395,107
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
8,646
shares
|
$347,482
0.0% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
7,898
shares
|
$317,420
0.01% of portfolio
|
Q1 2024
Reduced 3.61%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
7,114
shares
|
$285,911
0.05% of portfolio
|
Q3 2024
Reduced 30.93%
|
|
|
Sound Financial Strategies Group, LLC
|
Nov 12, 2024 Q3 2024 |
6,749
shares
|
$271,242
0.23% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
6,255
shares
|
$251,388
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
5,956
shares
|
$239,371
0.0% of portfolio
|
Q3 2024
Reduced 71.01%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 11, 2024 Q3 2024 |
5,874
shares
|
$236,076
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
5,081
shares
|
$204,205
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
3,875
shares
|
$155,736
0.0% of portfolio
|
Q3 2024
New holding
|