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 |
|---|---|---|---|---|---|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
6,217
shares
|
$339,945
0.04% of portfolio
|
Q3 2024
Reduced 6.14%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,181
shares
|
$337,977
0.01% of portfolio
|
Q3 2024
Reduced 24.7%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Oct 21, 2024 Q3 2024 |
6,132
shares
|
$335,297
0.16% of portfolio
|
Q3 2024
Reduced 70.34%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
5,995
shares
|
$327,806
0.0% of portfolio
|
Q3 2024
Reduced 7.84%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
5,714
shares
|
$312,441
0.17% of portfolio
|
Q3 2024
Reduced 16.4%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
5,687
shares
|
$310,965
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Edge Rock Capital LLC
|
Oct 15, 2024 Q3 2024 |
5,557
shares
|
$303,856
0.21% of portfolio
|
Q3 2024
Reduced 29.27%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
5,430
shares
|
$296,912
0.03% of portfolio
|
Q3 2024
Reduced 6.54%
|
|
|
Wespac Advisors So Cal, LLC
|
Nov 06, 2024 Q3 2024 |
5,400
shares
|
$295,272
0.07% of portfolio
|
Q3 2024
Reduced 8.4%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
5,349
shares
|
$292,483
0.01% of portfolio
|
Q3 2024
Reduced 99.12%
|
|
|
Cottage Street Advisors LLC
|
Nov 12, 2024 Q3 2024 |
5,315
shares
|
$290,624
0.15% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
5,233
shares
|
$286,140
0.06% of portfolio
|
Q3 2024
Reduced 7.79%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Nov 12, 2024 Q3 2024 |
5,226
shares
|
$285,757
0.22% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
5,131
shares
|
$280,563
0.03% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
5,112
shares
|
$279,524
0.05% of portfolio
|
Q3 2024
Added 38.8%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
4,955
shares
|
$270,939
0.12% of portfolio
|
Q3 2024
Reduced 11.34%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 18, 2024 Q3 2024 |
4,873
shares
|
$266,455
0.05% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
4,604
shares
|
$251,746
0.02% of portfolio
|
Q3 2024
Reduced 62.35%
|
|
|
Willis Johnson & Associates, Inc.
|
Oct 31, 2024 Q3 2024 |
4,550
shares
|
$248,794
0.02% of portfolio
|
Q3 2024
Reduced 28.26%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Nov 12, 2024 Q3 2024 |
4,535
shares
|
$247,973
0.15% of portfolio
|
Q4 2023
Reduced 9.63%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 28, 2024 Q3 2024 |
4,515
shares
|
$246,880
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
4,500
shares
|
$246,060
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,436
shares
|
$242,560
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
4,330
shares
|
$236,764
0.0% of portfolio
|
Q1 2022
Reduced 0.23%
|
|
|
Hbw Advisory Services LLC
|
Oct 04, 2024 Q3 2024 |
4,263
shares
|
$233,100
0.04% of portfolio
|
Q3 2024
Reduced 1.5%
|