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 86.8 Million shares, which have been reported (via 13F filing form) to have a value of $4.75 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
263,013
shares
|
$14.4 Million
1.77% of portfolio
|
Q1 2023
Added 2.41%
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Oct 15, 2024 Q3 2024 |
261,694
shares
|
$14.3 Million
12.79% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
258,486
shares
|
$14.1 Million
0.0% of portfolio
|
Q3 2024
Added 2991.94%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
253,421
shares
|
$13.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 60.0%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 21, 2024 Q3 2024 |
244,610
shares
|
$13.4 Million
6.89% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Financial Designs Corp
Claremont, CA |
Oct 18, 2024 Q3 2024 |
243,284
shares
|
$13.3 Million
8.32% of portfolio
|
Q3 2024
Added 4.18%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
241,118
shares
|
$13.2 Million
0.39% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
230,104
shares
|
$12.6 Million
0.39% of portfolio
|
Q3 2022
Added 5.6%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Oct 31, 2024 Q3 2024 |
223,343
shares
|
$12.2 Million
2.08% of portfolio
|
Q3 2024
Reduced 20.57%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
220,620
shares
|
$12.1 Million
0.15% of portfolio
|
Q3 2024
Added 5.36%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
212,113
shares
|
$11.6 Million
0.42% of portfolio
|
Q3 2024
Added 24.47%
|
|
|
Archford Capital Strategies, LLC
|
Oct 15, 2024 Q3 2024 |
194,675
shares
|
$10.6 Million
1.51% of portfolio
|
Q3 2024
Added 5.42%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
189,194
shares
|
$10.3 Million
0.8% of portfolio
|
Q3 2024
Reduced 12.89%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
186,159
shares
|
$10.2 Million
0.49% of portfolio
|
Q3 2024
Reduced 10.09%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
178,734
shares
|
$9.77 Million
0.02% of portfolio
|
Q3 2024
Reduced 24.14%
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
172,348
shares
|
$9.42 Million
0.96% of portfolio
|
Q3 2024
Reduced 11.45%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
171,093
shares
|
$9.36 Million
0.01% of portfolio
|
Q3 2024
Added 199.37%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
170,415
shares
|
$9.32 Million
1.75% of portfolio
|
Q3 2024
Added 58.52%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
162,278
shares
|
$8.87 Million
6.1% of portfolio
|
Q1 2024
Added 0.58%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
161,430
shares
|
$8.83 Million
0.05% of portfolio
|
Q3 2024
Added 7.81%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
154,947
shares
|
$8.47 Million
0.0% of portfolio
|
Q3 2024
Added 123.64%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
148,379
shares
|
$8.11 Million
0.87% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
142,898
shares
|
$7.81 Million
2.16% of portfolio
|
Q3 2024
Added 1314.55%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
141,055
shares
|
$7.71 Million
0.01% of portfolio
|
Q3 2024
Added 1790.82%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
138,697
shares
|
$7.58 Million
0.32% of portfolio
|
Q3 2024
Reduced 4.99%
|