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 283 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 $4.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
3,873
shares
|
$225,253
0.03% of portfolio
|
Q1 2025
Reduced 20.49%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
3,631
shares
|
$211,178
0.0% of portfolio
|
Q2 2025
Reduced 51.05%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
3,421
shares
|
$198,965
0.0% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
3,326
shares
|
$193,440
0.0% of portfolio
|
Q1 2023
Reduced 11.45%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
3,116
shares
|
$181,226
0.01% of portfolio
|
Q1 2025
Added 20.45%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
2,900
shares
|
$168,664
0.0% of portfolio
|
Q1 2025
Added 23.04%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
2,637
shares
|
$153,367
0.07% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
2,627
shares
|
$152,786
0.01% of portfolio
|
Q1 2025
Reduced 50.75%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
2,518
shares
|
$146,446
0.01% of portfolio
|
Q1 2025
Reduced 43.07%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
2,129
shares
|
$123,822
0.02% of portfolio
|
Q1 2025
Reduced 13.7%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
2,075
shares
|
$120,682
0.07% of portfolio
|
Q2 2024
Reduced 76.55%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
2,051
shares
|
$119,286
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
1,895
shares
|
$110,213
0.0% of portfolio
|
Q4 2023
Reduced 22.16%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,849
shares
|
$107,537
0.0% of portfolio
|
Q4 2024
Added 131.13%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
1,645
shares
|
$95,673
0.0% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
1,562
shares
|
$90,845
0.04% of portfolio
|
Q1 2025
Added 505.43%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
1,334
shares
|
$77,585
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,271
shares
|
$73,921
0.0% of portfolio
|
Q1 2020
Added 0.71%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
1,225
shares
|
$71,246
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
1,052
shares
|
$61,184
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
1,052
shares
|
$61,184
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
919
shares
|
$53,449
0.0% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
882
shares
|
$51,297
0.03% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
661
shares
|
$38,443
0.0% of portfolio
|
Q1 2025
Added 9.62%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
632
shares
|
$36,757
0.0% of portfolio
|
Q1 2025
Added 23.68%
|