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 |
|---|---|---|---|---|---|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
42,823
shares
|
$2.55 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Defined Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
41,995
shares
|
$2.5 Million
1.56% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
41,385
shares
|
$2.47 Million
0.01% of portfolio
|
Q2 2025
Added 3.59%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
41,149
shares
|
$2.45 Million
0.04% of portfolio
|
Q1 2025
Added 57.51%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
40,360
shares
|
$2.41 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
40,117
shares
|
$2.39 Million
0.07% of portfolio
|
Q2 2025
Reduced 27.79%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
38,988
shares
|
$2.33 Million
0.0% of portfolio
|
Q2 2025
Added 63.77%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
36,396
shares
|
$2.17 Million
0.02% of portfolio
|
Q2 2025
Added 42.88%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
36,165
shares
|
$2.16 Million
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Valued Retirements, Inc.
Houston, TX |
Aug 13, 2025 Q2 2025 |
35,678
shares
|
$2.13 Million
2.33% of portfolio
|
Q3 2024
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
35,528
shares
|
$2.12 Million
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
35,044
shares
|
$2.09 Million
0.14% of portfolio
|
Q2 2025
Reduced 11.08%
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
33,723
shares
|
$2.01 Million
0.27% of portfolio
|
Q2 2025
Reduced 6.53%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
32,548
shares
|
$1.94 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
31,749
shares
|
$1.89 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
31,441
shares
|
$1.88 Million
0.37% of portfolio
|
Q2 2025
Reduced 19.69%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2025 Q2 2025 |
30,330
shares
|
$1.81 Million
0.47% of portfolio
|
Q2 2025
Reduced 26.08%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
30,105
shares
|
$1.8 Million
0.0% of portfolio
|
Q2 2025
Reduced 16.87%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Jul 30, 2025 Q2 2025 |
29,246
shares
|
$1.74 Million
1.93% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
28,571
shares
|
$1.7 Million
0.03% of portfolio
|
Q2 2025
Added 11.25%
|
|
|
American Planning Services, Inc.
Sun City Center, FL |
Nov 14, 2024 Q3 2024 |
27,968
shares
|
$1.67 Million
1.3% of portfolio
|
Q3 2024
Reduced 15.53%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
27,933
shares
|
$1.67 Million
0.41% of portfolio
|
Q2 2025
Reduced 29.81%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
27,618
shares
|
$1.65 Million
0.0% of portfolio
|
Q2 2025
Reduced 39.15%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
27,128
shares
|
$1.62 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.57%
|
|
|
Sequent Planning LLC
Omaha, NE |
Aug 14, 2025 Q2 2025 |
26,764
shares
|
$1.6 Million
0.49% of portfolio
|
Q2 2025
Added 12.33%
|