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 284 institutions that hold shares in the stock, with a total of 74 Million shares, which have been reported (via 13F filing form) to have a value of $4.28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
18,974,344
shares
|
$1.1 Billion
0.2% of portfolio
|
Q1 2025
Reduced 12.94%
|
|
|
Balentine LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
5,609,283
shares
|
$325 Million
13.44% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Arizona Psprs Trust
Phoenix, AZ |
May 14, 2025 Q1 2025 |
5,392,638
shares
|
$312 Million
9.74% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
4,925,975
shares
|
$285 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.56%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
2,824,745
shares
|
$163 Million
0.06% of portfolio
|
Q1 2025
Reduced 19.94%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
1,791,135
shares
|
$104 Million
1.43% of portfolio
|
Q2 2023
Added 38.51%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,570,325
shares
|
$90.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 13.41%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
1,505,239
shares
|
$87.1 Million
3.56% of portfolio
|
Q2 2023
Reduced 9.04%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,217,760
shares
|
$70.5 Million
0.02% of portfolio
|
Q1 2025
Reduced 11.16%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,212,307
shares
|
$70.1 Million
4.58% of portfolio
|
Q4 2023
Added 3.35%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,206,490
shares
|
$69.8 Million
0.01% of portfolio
|
Q1 2025
Added 6.42%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
1,179,637
shares
|
$68.3 Million
8.32% of portfolio
|
Q3 2022
Added 2.19%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
1,049,713
shares
|
$60.7 Million
0.11% of portfolio
|
Q2 2025
Reduced 2.91%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
1,006,410
shares
|
$58.2 Million
0.14% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jul 11, 2025 Q2 2025 |
999,063
shares
|
$57.8 Million
12.16% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
980,582
shares
|
$56.7 Million
2.48% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
930,254
shares
|
$53.8 Million
1.96% of portfolio
|
Q1 2025
Reduced 13.78%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
910,476
shares
|
$52.7 Million
0.08% of portfolio
|
Q1 2025
Added 5.15%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
900,426
shares
|
$52.1 Million
0.06% of portfolio
|
Q3 2024
Reduced 51.97%
|
|
|
Deseret Mutual Benefit Administrators
|
Apr 25, 2025 Q1 2025 |
792,983
shares
|
$45.9 Million
21.21% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
789,598
shares
|
$45.7 Million
0.1% of portfolio
|
Q3 2023
Added 111.8%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
666,266
shares
|
$38.6 Million
1.43% of portfolio
|
Q1 2025
Added 3.02%
|
|
|
Lm Advisors LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
632,485
shares
|
$36.6 Million
6.07% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
621,414
shares
|
$36 Million
0.21% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
Waller Financial Planning Group, Inc
|
Jul 02, 2025 Q2 2025 |
592,265
shares
|
$34.3 Million
8.3% of portfolio
|
Q2 2025
Added 19.22%
|