Institutional Ownership Invesco Ex Tr Self Indx Fd Tr (IMFL)
This table provides information about the institutional ownership of Invesco Ex Tr Self Indx Fd Tr (IMFL). We have compiled data on the 49 institutions that hold shares in the stock, with a total of 17.1 Million shares, which have been reported (via 13F filing form) to have a value of $464 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
14,455,186
shares
|
$394 Million
0.07% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
574,825
shares
|
$15.7 Million
4.28% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
311,875
shares
|
$8.5 Million
0.0% of portfolio
|
Q1 2025
Added 26.31%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
May 15, 2025 Q1 2025 |
218,005
shares
|
$5.94 Million
1.33% of portfolio
|
Q1 2025
Added 20.69%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
161,590
shares
|
$4.41 Million
1.36% of portfolio
|
Q2 2025
Added 38.06%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Jul 21, 2025 Q2 2025 |
159,591
shares
|
$4.35 Million
1.07% of portfolio
|
Q2 2025
Added 26.72%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
144,087
shares
|
$3.93 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
139,084
shares
|
$3.79 Million
0.32% of portfolio
|
Q1 2025
Reduced 25.75%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
136,806
shares
|
$3.73 Million
0.02% of portfolio
|
Q1 2025
Added 37.92%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
121,842
shares
|
$3.32 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
90,232
shares
|
$2.46 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
May 02, 2025 Q1 2025 |
67,860
shares
|
$1.85 Million
0.32% of portfolio
|
Q1 2025
Added 12.11%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
67,445
shares
|
$1.84 Million
0.06% of portfolio
|
Q2 2025
Reduced 10.41%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
67,313
shares
|
$1.84 Million
0.0% of portfolio
|
Q1 2025
Added 17.89%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
49,353
shares
|
$1.35 Million
0.04% of portfolio
|
Q1 2025
Reduced 5.6%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
May 08, 2025 Q1 2025 |
44,773
shares
|
$1.22 Million
0.54% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
29,135
shares
|
$794,511
0.02% of portfolio
|
Q2 2025
Added 44.43%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
25,483
shares
|
$694,921
0.0% of portfolio
|
Q4 2024
Reduced 69.58%
|
|
|
Sequent Planning LLC
Omaha, NE |
May 13, 2025 Q1 2025 |
25,367
shares
|
$691,758
0.22% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
24,760
shares
|
$675,205
0.03% of portfolio
|
Q2 2025
Reduced 6.75%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
22,345
shares
|
$609,348
0.0% of portfolio
|
Q1 2025
Added 146.14%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
16,274
shares
|
$443,791
0.0% of portfolio
|
Q1 2025
Added 19.95%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
14,887
shares
|
$405,968
0.0% of portfolio
|
Q2 2025
Added 11.48%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
13,980
shares
|
$381,234
0.0% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
13,333
shares
|
$363,590
0.02% of portfolio
|
Q2 2025
Added 10.2%
|