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 $4.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
17,063
shares
|
$992,384
0.1% of portfolio
|
Q1 2025
Reduced 3.19%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
16,330
shares
|
$949,752
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
16,006
shares
|
$930,908
0.04% of portfolio
|
Q1 2025
Reduced 32.54%
|
|
|
Fox Financial, Inc
Wyomissing, PA |
Apr 21, 2025 Q1 2025 |
15,025
shares
|
$873,854
0.75% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
14,823
shares
|
$862,105
0.11% of portfolio
|
Q2 2025
Added 4.08%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
14,512
shares
|
$844,017
0.24% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
14,282
shares
|
$830,641
0.29% of portfolio
|
Q1 2025
Reduced 5.62%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
14,236
shares
|
$827,965
0.01% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
13,478
shares
|
$783,880
0.01% of portfolio
|
Q1 2025
Reduced 37.56%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Jul 21, 2025 Q2 2025 |
13,173
shares
|
$766,141
0.48% of portfolio
|
Q1 2025
Reduced 34.34%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
13,033
shares
|
$757,999
0.1% of portfolio
|
Q1 2025
Added 12.8%
|
|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
12,990
shares
|
$755,498
0.2% of portfolio
|
Q2 2025
Reduced 22.66%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
12,772
shares
|
$742,819
0.61% of portfolio
|
Q1 2025
Reduced 38.08%
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
11,990
shares
|
$697,338
0.15% of portfolio
|
Q1 2025
Reduced 4.0%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jul 09, 2025 Q2 2025 |
11,883
shares
|
$691,115
0.19% of portfolio
|
Q2 2025
Reduced 11.34%
|
|
|
Cap Partners, LLC
Franklin, TN |
May 08, 2025 Q1 2025 |
11,814
shares
|
$687,102
0.46% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
May 07, 2025 Q1 2025 |
11,380
shares
|
$661,860
0.27% of portfolio
|
Q1 2025
Added 115.0%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Apr 28, 2025 Q1 2025 |
11,319
shares
|
$658,313
0.36% of portfolio
|
Q1 2025
Reduced 23.65%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
10,755
shares
|
$625,510
0.02% of portfolio
|
Q1 2025
Added 21.2%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
9,821
shares
|
$571,189
0.17% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
9,465
shares
|
$550,484
0.0% of portfolio
|
Q1 2025
Reduced 7.08%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
9,338
shares
|
$543,098
0.35% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
9,075
shares
|
$527,802
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
9,063
shares
|
$527,104
0.0% of portfolio
|
Q1 2025
Added 100.2%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
9,046
shares
|
$526,115
0.04% of portfolio
|
Q1 2025
New holding
|