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 $4.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advocacy Wealth Management Services, LLC
|
May 06, 2025 Q1 2025 |
46,803
shares
|
$2.72 Million
0.21% of portfolio
|
Q2 2024
Reduced 9.82%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
45,389
shares
|
$2.64 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.25%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
43,813
shares
|
$2.55 Million
0.07% of portfolio
|
Q1 2025
Added 7.01%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
42,823
shares
|
$2.49 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Defined Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
41,995
shares
|
$2.44 Million
1.56% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
41,520
shares
|
$2.41 Million
0.14% of portfolio
|
Q1 2025
Reduced 5.1%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
41,149
shares
|
$2.39 Million
0.04% of portfolio
|
Q1 2025
Added 57.51%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
41,031
shares
|
$2.39 Million
0.63% of portfolio
|
Q1 2025
Reduced 9.06%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
40,418
shares
|
$2.35 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.9%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
40,117
shares
|
$2.33 Million
0.07% of portfolio
|
Q2 2025
Reduced 27.79%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
May 08, 2025 Q1 2025 |
40,078
shares
|
$2.33 Million
1.05% of portfolio
|
Q1 2025
Reduced 6.21%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
39,950
shares
|
$2.32 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
39,411
shares
|
$2.29 Million
0.17% of portfolio
|
Q1 2025
Reduced 34.14%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
36,214
shares
|
$2.11 Million
0.0% of portfolio
|
Q1 2025
Reduced 15.49%
|
|
|
Valued Retirements, Inc.
Houston, TX |
May 07, 2025 Q1 2025 |
35,678
shares
|
$2.08 Million
2.5% of portfolio
|
Q3 2024
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
35,528
shares
|
$2.07 Million
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
35,480
shares
|
$2.06 Million
0.01% of portfolio
|
Q4 2024
Reduced 10.48%
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
33,723
shares
|
$1.96 Million
0.27% of portfolio
|
Q2 2025
Reduced 6.53%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
32,548
shares
|
$1.89 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
31,990
shares
|
$1.86 Million
0.12% of portfolio
|
Q1 2025
Reduced 7.09%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
31,441
shares
|
$1.83 Million
0.37% of portfolio
|
Q2 2025
Reduced 19.69%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
May 06, 2025 Q1 2025 |
31,113
shares
|
$1.81 Million
0.79% of portfolio
|
Q1 2025
Reduced 9.64%
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Apr 25, 2025 Q1 2025 |
30,609
shares
|
$1.78 Million
1.4% of portfolio
|
Q1 2025
Reduced 88.25%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
May 14, 2025 Q1 2025 |
29,903
shares
|
$1.74 Million
1.53% of portfolio
|
Q1 2025
Reduced 20.2%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
28,132
shares
|
$1.64 Million
0.0% of portfolio
|
Q1 2025
Added 5.08%
|