Purchases and Sales Made in Q1 2025 in 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) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO EX TR SELF INDX FD TR .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
144KNew |
$3.36M - $3.71M
|
144K
$3.86M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
122KNew |
$2.84M - $3.14M
|
122K
$3.27M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
90.2KNew |
$2.1M - $2.32M
|
90.2K
$2.42M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
65K+ 26.31% |
$1.51M - $1.67M
|
312K
$8.36M
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
59.4K+ 11.47% |
$1.38M - $1.53M
|
577K
$15.5M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
55.5K+ 78.89% |
$1.29M - $1.43M
|
126K
$3.38M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
37.6K+ 37.92% |
$876K - $969K
|
137K
$3.67M
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
37.4K+ 20.69% |
$871K - $963K
|
218K
$5.84M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
20.2KNew |
$470K - $520K
|
20.2K
$541K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
13.3K+ 146.14% |
$309K - $342K
|
22.3K
$599K
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
12.9KNew |
$300K - $331K
|
12.9K
$345K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.4K+ 95.11% |
$289K - $320K
|
25.5K
$683K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
11.1KNew |
$259K - $286K
|
11.1K
$298K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
10.2K+ 17.89% |
$238K - $263K
|
67.3K
$1.8M
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
7.33K+ 12.11% |
$171K - $189K
|
67.9K
$1.82M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.94K+ 28.18% |
$68.4K - $75.6K
|
13.4K
$358K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.71K+ 19.95% |
$63.1K - $69.7K
|
16.3K
$436K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.25K+ 11.54% |
$29.2K - $32.3K
|
12.1K
$324K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
590New |
$13.7K - $15.2K
|
590
$15.8K
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
531+ 1.2% |
$12.4K - $13.7K
|
44.8K
$1.2M
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
525+ 2.11% |
$12.2K - $13.5K
|
25.4K
$680K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
500+ 7.59% |
$11.7K - $12.9K
|
7.09K
$190K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
319New |
$7.43K - $8.22K
|
319
$8.55K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
106+ 0.4% |
$2.47K - $2.73K
|
26.6K
$712K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
101New |
$2.35K - $2.6K
|
101
$2.71K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 100.0% |
$23.3 - $25.8
|
2
$53.6
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-12- 4.29% |
$280 - $309
|
268
$7.19K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-106- 0.2% |
$2.47K - $2.73K
|
52.3K
$1.4M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-246- 9.57% |
$5.73K - $6.34K
|
2.33K
$62.3K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-370- 38.82% |
$8.62K - $9.53K
|
583
$15.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-803- 98.17% |
$18.7K - $20.7K
|
15
$402
|
|
|
Apr 17, 2025
Q1 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-932- 0.79% |
$21.7K - $24K
|
117K
$3.14M
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-1.26K- 27.41% |
$29.4K - $32.5K
|
3.34K
$89.5K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.93K- 5.6% |
$68.2K - $75.3K
|
49.4K
$1.32M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-6.4K- 39.38% |
$149K - $165K
|
9.86K
$264K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.47K- 47.59% |
$197K - $218K
|
9.33K
$250K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-11K- 99.28% |
$257K - $284K
|
80
$2.14K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-48.2K- 25.75% |
$1.12M - $1.24M
|
139K
$3.73M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-76.6K- 50.44% |
$1.78M - $1.97M
|
75.3K
$2.02M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-331K- 2.24% |
$7.71M - $8.52M
|
14.5M
$388M
|