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 288 institutions that hold shares in the stock, with a total of 74.5 Million shares, which have been reported (via 13F filing form) to have a value of $4.43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
506,359
shares
|
$30.2 Million
0.09% of portfolio
|
Q2 2025
Added 5.08%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
481,456
shares
|
$28.7 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.79%
|
|
|
Baldwin Brothers LLC
|
Jul 24, 2025 Q2 2025 |
449,830
shares
|
$26.8 Million
1.89% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
449,356
shares
|
$26.8 Million
0.39% of portfolio
|
Q2 2025
Added 8.86%
|
|
|
Solano Wealth Management, Inc.
Fairfield, CA |
Jul 30, 2024 Q2 2024 |
434,674
shares
|
$25.9 Million
12.49% of portfolio
|
Q2 2024
Added 2.98%
|
|
|
Daido Life Insurance CO
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
403,056
shares
|
$24 Million
3.48% of portfolio
|
Q3 2022
New holding
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
381,412
shares
|
$22.7 Million
1.16% of portfolio
|
Q2 2025
Reduced 13.43%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
366,161
shares
|
$21.8 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Burt Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
360,719
shares
|
$21.5 Million
4.83% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
336,948
shares
|
$20.1 Million
0.04% of portfolio
|
Q2 2025
Reduced 24.74%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jul 14, 2025 Q2 2025 |
334,900
shares
|
$20 Million
3.18% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
289,214
shares
|
$17.2 Million
0.01% of portfolio
|
Q2 2025
Added 5.25%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
279,548
shares
|
$16.7 Million
0.53% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
264,593
shares
|
$15.8 Million
0.09% of portfolio
|
Q2 2025
Reduced 57.42%
|
|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
264,060
shares
|
$15.7 Million
3.33% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
263,013
shares
|
$15.7 Million
1.77% of portfolio
|
Q1 2023
Added 2.41%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
261,811
shares
|
$15.6 Million
0.48% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
255,347
shares
|
$15.2 Million
0.08% of portfolio
|
Q2 2025
Added 66.23%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
253,421
shares
|
$15.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 60.0%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Aug 13, 2025 Q2 2025 |
244,574
shares
|
$14.6 Million
9.99% of portfolio
|
Q2 2025
Reduced 14.77%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
232,200
shares
|
$13.8 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
231,184
shares
|
$13.8 Million
0.0% of portfolio
|
Q2 2025
Added 43.81%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
230,104
shares
|
$13.7 Million
0.39% of portfolio
|
Q3 2022
Added 5.6%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
224,621
shares
|
$13.4 Million
0.58% of portfolio
|
Q1 2025
Added 24.71%
|
|
|
Financial Designs Corp
Claremont, CA |
Jul 16, 2025 Q2 2025 |
219,670
shares
|
$13.1 Million
7.78% of portfolio
|
Q2 2025
Reduced 6.87%
|