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 292 institutions that hold shares in the stock, with a total of 82.6 Million shares, which have been reported (via 13F filing form) to have a value of $4.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
35,528
shares
|
$1.88 Million
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
35,480
shares
|
$1.87 Million
0.0% of portfolio
|
Q4 2024
Reduced 10.48%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
Jan 28, 2025 Q4 2024 |
34,434
shares
|
$1.82 Million
0.91% of portfolio
|
Q4 2024
Reduced 9.72%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
34,219
shares
|
$1.81 Million
0.35% of portfolio
|
Q4 2024
Added 16.21%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
33,169
shares
|
$1.75 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
32,355
shares
|
$1.71 Million
0.07% of portfolio
|
Q4 2024
Added 10.96%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 27, 2025 Q4 2024 |
30,373
shares
|
$1.6 Million
0.45% of portfolio
|
Q4 2024
Added 60.8%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
29,917
shares
|
$1.58 Million
0.04% of portfolio
|
Q4 2024
Reduced 56.19%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Jan 31, 2025 Q4 2024 |
28,741
shares
|
$1.52 Million
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
28,484
shares
|
$1.5 Million
0.15% of portfolio
|
Q1 2025
Added 9.87%
|
|
|
American Planning Services, Inc.
Sun City Center, FL |
Nov 14, 2024 Q3 2024 |
27,968
shares
|
$1.48 Million
1.3% of portfolio
|
Q3 2024
Reduced 15.53%
|
|
|
Sequent Planning LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
27,256
shares
|
$1.44 Million
0.54% of portfolio
|
Q4 2024
Reduced 4.36%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
26,773
shares
|
$1.41 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
26,125
shares
|
$1.38 Million
0.03% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
25,681
shares
|
$1.36 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Feb 19, 2025 Q4 2024 |
25,096
shares
|
$1.32 Million
1.5% of portfolio
|
Q4 2024
New holding
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Feb 06, 2025 Q4 2024 |
24,733
shares
|
$1.31 Million
0.57% of portfolio
|
Q4 2024
Added 6.6%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
24,012
shares
|
$1.27 Million
0.02% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
23,726
shares
|
$1.25 Million
0.06% of portfolio
|
Q4 2024
Added 49.07%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
21,584
shares
|
$1.14 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Jan 24, 2025 Q4 2024 |
21,289
shares
|
$1.12 Million
0.95% of portfolio
|
Q4 2024
Added 3.92%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
21,076
shares
|
$1.11 Million
0.01% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
20,842
shares
|
$1.1 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
20,826
shares
|
$1.1 Million
0.0% of portfolio
|
Q4 2024
Reduced 24.19%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
20,626
shares
|
$1.09 Million
1.12% of portfolio
|
Q4 2024
Reduced 32.71%
|