Purchases and Sales Made in Q1 2024 in Invesco Exchange Traded Self I (OMFL)
This table provides information about the institutional ownership of Invesco Exchange Traded Self I (OMFL) during Q1 2024. The information is specifically focused on institutions that hold shares of INVESCO EXCHANGE-TRADED SELF-I.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
4.41M+ 137.16% |
$216M - $244M
|
7.63M
$413M
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.95M+ 9.79% |
$95.3M - $108M
|
21.8M
$1.18B
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.42M+ 29.33% |
$69.7M - $78.6M
|
6.27M
$340M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.42M+ 29.33% |
$69.7M - $78.6M
|
6.27M
$340M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.31M+ 543.33% |
$64.2M - $72.4M
|
1.55M
$84M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
819K+ 233.71% |
$40.1M - $45.2M
|
1.17M
$63.3M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
562K+ 1732.77% |
$27.5M - $31.1M
|
595K
$32.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
551KNew |
$27M - $30.4M
|
551K
$29.8M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
328K+ 5.51% |
$16M - $18.1M
|
6.27M
$340M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
294K+ 4.67% |
$14.4M - $16.2M
|
6.59M
$357M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
291K+ 114.66% |
$14.3M - $16.1M
|
545K
$29.5M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
258K+ 468.55% |
$12.6M - $14.3M
|
313K
$17M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
224K+ 579.8% |
$11M - $12.4M
|
263K
$14.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
204KNew |
$10M - $11.3M
|
204K
$11.1M
|
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
196KNew |
$9.58M - $10.8M
|
196K
$10.6M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
180K+ 16.46% |
$8.81M - $9.93M
|
1.27M
$68.9M
|
|
|
Apr 04, 2024
Q1 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
155K+ 23.97% |
$7.59M - $8.56M
|
802K
$43.4M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
152K+ 103.09% |
$7.46M - $8.42M
|
300K
$16.3M
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
152KNew |
$7.43M - $8.38M
|
152K
$8.22M
|
|
|
May 09, 2024
Q1 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
125K+ 17.96% |
$6.1M - $6.88M
|
818K
$44.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
121K+ 83.92% |
$5.93M - $6.69M
|
266K
$14.4M
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
108K+ 96.43% |
$5.3M - $5.97M
|
220K
$11.9M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
88.5KNew |
$4.33M - $4.89M
|
88.5K
$4.79M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
78.9K+ 4.63% |
$3.87M - $4.36M
|
1.79M
$96.6M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
72.6K+ 60.64% |
$3.55M - $4.01M
|
192K
$10.4M
|
|
|
Apr 02, 2024
Q1 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
70.4K+ 16.13% |
$3.45M - $3.89M
|
507K
$27.4M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
69.2K+ 10.46% |
$3.39M - $3.82M
|
730K
$39.5M
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
61.8KNew |
$3.02M - $3.41M
|
61.8K
$3.34M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
60.5K+ 188.37% |
$2.96M - $3.34M
|
92.6K
$5.01M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
51.9K+ 1.97% |
$2.54M - $2.87M
|
2.68M
$145M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
51.4K+ 15.63% |
$2.51M - $2.84M
|
380K
$20.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
50KNew |
$2.45M - $2.76M
|
50K
$2.71M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
46.3K+ 140.93% |
$2.27M - $2.56M
|
79.1K
$4.28M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
40.9K+ 3.62% |
$2M - $2.26M
|
1.17M
$63.3M
|
|
|
Apr 26, 2024
Q1 2024
|
White Pine Investment CO
|
BUY
|
- |
38.2K+ 54.65% |
$1.87M - $2.11M
|
108K
$5.85M
|
|
|
Apr 18, 2024
Q1 2024
|
Burt Wealth Advisors
|
BUY
|
- |
37.5K+ 10.52% |
$1.84M - $2.07M
|
394K
$21.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
36.2K+ 13.21% |
$1.77M - $2M
|
311K
$16.8M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
34.5K+ 19.66% |
$1.69M - $1.91M
|
210K
$11.4M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
34.1K+ 3.32% |
$1.67M - $1.88M
|
1.06M
$57.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
30K+ 137.22% |
$1.47M - $1.66M
|
51.9K
$2.81M
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
29.8K+ 20.05% |
$1.46M - $1.65M
|
179K
$9.67M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
28.9K+ 36.49% |
$1.42M - $1.6M
|
108K
$5.86M
|
|
|
May 14, 2024
Q1 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
25.9KNew |
$1.27M - $1.43M
|
25.9K
$1.4M
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
25.4K+ 94.0% |
$1.24M - $1.4M
|
52.4K
$2.84M
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
BUY
|
- |
25.3K+ 88.75% |
$1.24M - $1.4M
|
53.9K
$2.92M
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
22.8K+ 28.21% |
$1.12M - $1.26M
|
104K
$5.62M
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
21.7KNew |
$1.06M - $1.2M
|
21.7K
$1.18M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
21.5KNew |
$1.05M - $1.19M
|
21.5K
$1.17M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
20.6K+ 3.95% |
$1.01M - $1.14M
|
541K
$29.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19.9K+ 1.74% |
$976K - $1.1M
|
1.16M
$63M
|