Purchases and Sales Made in Q3 2021 in Invesco Exchange Traded Self I (OMFL)
This table provides information about the institutional ownership of Invesco Exchange Traded Self I (OMFL) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.39M+ 424.59% |
$61.7M - $67.9M
|
1.72M
$96.7M
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
477KNew |
$21.1M - $23.2M
|
477K
$26.8M
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
435KNew |
$19.3M - $21.2M
|
435K
$24.4M
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
227K+ 539.21% |
$10.1M - $11.1M
|
269K
$15.1M
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
145K+ 15.68% |
$6.41M - $7.06M
|
1.07M
$60.1M
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
111K+ 11.01% |
$4.92M - $5.41M
|
1.12M
$62.9M
|
|
Nov 12, 2021
Q3 2021
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
100K+ 105.74% |
$4.43M - $4.87M
|
195K
$10.9M
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
74.1K+ 660.66% |
$3.28M - $3.61M
|
85.3K
$4.79M
|
|
Nov 15, 2021
Q3 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
73.1K+ 6.87% |
$3.23M - $3.56M
|
1.14M
$63.9M
|
|
Oct 08, 2021
Q3 2021
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
67.4K+ 935.13% |
$2.98M - $3.28M
|
74.6K
$4.19M
|
|
Oct 14, 2021
Q3 2021
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
55.7K+ 52.22% |
$2.47M - $2.71M
|
162K
$9.13M
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
49.6KNew |
$2.19M - $2.41M
|
49.6K
$2.78M
|
|
Oct 18, 2021
Q3 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
38.5K+ 4.38% |
$1.7M - $1.87M
|
918K
$51.6M
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
38.4K+ 2.05% |
$1.7M - $1.87M
|
1.91M
$107M
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
31.2K+ 6.24% |
$1.38M - $1.52M
|
532K
$29.9M
|
|
Oct 29, 2021
Q3 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
30.3K+ 55.51% |
$1.34M - $1.48M
|
85K
$4.77M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
28.2K+ 8.63% |
$1.25M - $1.37M
|
355K
$19.9M
|
|
Nov 16, 2021
Q3 2021
|
E Rn Financial, LLC
|
BUY
|
- |
26.9K+ 11.64% |
$1.19M - $1.31M
|
258K
$14.5M
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
25.7K+ 22.51% |
$1.14M - $1.25M
|
140K
$7.86M
|
|
Oct 18, 2021
Q3 2021
|
Act Advisors, Llc.
|
BUY
|
- |
24.7K+ 4.08% |
$1.09M - $1.2M
|
631K
$35.5M
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
24.7KNew |
$1.09M - $1.2M
|
24.7K
$1.39M
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
18.5K+ 77.94% |
$818K - $900K
|
42.2K
$2.37M
|
|
Oct 12, 2021
Q3 2021
|
Apella Capital, LLC
|
BUY
|
- |
15.6K+ 16.08% |
$688K - $757K
|
112K
$6.31M
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
15.2K+ 18.18% |
$673K - $741K
|
98.9K
$5.56M
|
|
Nov 02, 2021
Q3 2021
|
Spinnaker Trust
|
BUY
|
- |
11.9K+ 4.09% |
$525K - $578K
|
302K
$17M
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
11K+ 22.66% |
$486K - $535K
|
59.4K
$3.34M
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
10.9KNew |
$484K - $532K
|
10.9K
$614K
|
|
Nov 04, 2021
Q3 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
9.86KNew |
$436K - $480K
|
9.86K
$554K
|
|
Nov 16, 2021
Q3 2021
|
Stringer Asset Management, LLC
Memphis, TN |
BUY
|
- |
9.45K+ 8.21% |
$418K - $460K
|
124K
$6.99M
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.17KNew |
$406K - $447K
|
9.17K
$515K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.49KNew |
$376K - $414K
|
8.49K
$477K
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
7.96K+ 9039.77% |
$352K - $387K
|
8.04K
$452K
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.51K+ 22.49% |
$288K - $317K
|
35.4K
$1.99M
|
|
Oct 14, 2021
Q3 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
6.39K+ 5.27% |
$283K - $311K
|
128K
$7.17M
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.59KNew |
$248K - $272K
|
5.59K
$314K
|
|
Nov 09, 2021
Q3 2021
|
Wbi Investments, Inc.
|
BUY
|
- |
5.01KNew |
$222K - $244K
|
5.01K
$281K
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.86K+ 801.32% |
$215K - $236K
|
5.46K
$307K
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.47KNew |
$198K - $218K
|
4.47K
$251K
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.6K+ 84.1% |
$159K - $175K
|
7.87K
$443K
|
|
Nov 05, 2021
Q3 2021
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
3.24K+ 11.13% |
$143K - $158K
|
32.4K
$1.82M
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
2.25K+ 1.03% |
$99.5K - $110K
|
221K
$12.4M
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.94K+ 3.66% |
$86K - $94.7K
|
55.1K
$3.1M
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.93K+ 0.3% |
$85.6K - $94.1K
|
649K
$36.5M
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
1.92KNew |
$85.1K - $93.6K
|
1.92K
$108K
|
|
Nov 15, 2021
Q3 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.63KNew |
$72.2K - $79.4K
|
1.63K
$91.7K
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
934New |
$41.3K - $45.5K
|
934
$52.5K
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
862+ 9.78% |
$38.2K - $42K
|
9.68K
$544K
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
720New |
$31.9K - $35.1K
|
720
$40.5K
|
|
Oct 12, 2021
Q3 2021
|
Tsfg, LLC
|
BUY
|
- |
626+ 27.18% |
$27.7K - $30.5K
|
2.93K
$165K
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
493+ 3.57% |
$21.8K - $24K
|
14.3K
$804K
|