Purchases and Sales Made in Q3 2024 in Invesco Exchange Traded Self I (OMFL)
This table provides information about the institutional ownership of Invesco Exchange Traded Self I (OMFL) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
964K+ 20.51% |
$46M - $51.1M
|
5.67M
$310M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
534K+ 2.44% |
$25.5M - $28.3M
|
22.5M
$1.23B
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
250K+ 2991.94% |
$11.9M - $13.3M
|
258K
$14.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
149K+ 48.23% |
$7.1M - $7.9M
|
458K
$25M
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
134K+ 1790.82% |
$6.37M - $7.08M
|
141K
$7.71M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
133K+ 1314.55% |
$6.33M - $7.04M
|
143K
$7.81M
|
|
|
Oct 24, 2024
Q3 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
125K+ 15.14% |
$5.96M - $6.63M
|
952K
$52M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
114K+ 199.37% |
$5.43M - $6.04M
|
171K
$9.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
85.7K+ 123.64% |
$4.08M - $4.54M
|
155K
$8.47M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
70.2K+ 135.16% |
$3.35M - $3.72M
|
122K
$6.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
64.5K+ 490.32% |
$3.07M - $3.42M
|
77.7K
$4.25M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
62.9K+ 58.52% |
$3M - $3.33M
|
170K
$9.32M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
59K+ 383.86% |
$2.81M - $3.13M
|
74.4K
$4.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
56.1K+ 24.36% |
$2.68M - $2.98M
|
287K
$15.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
53KNew |
$2.52M - $2.81M
|
53K
$2.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
46K+ 13.7% |
$2.19M - $2.44M
|
382K
$20.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
46KNew |
$2.19M - $2.44M
|
46K
$2.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
41.7K+ 24.47% |
$1.99M - $2.21M
|
212K
$11.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
36K+ 45.29% |
$1.72M - $1.91M
|
116K
$6.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
35.7KNew |
$1.7M - $1.89M
|
35.7K
$1.95M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
33.6K+ 126.36% |
$1.6M - $1.78M
|
60.2K
$3.29M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
31.5K+ 5.47% |
$1.5M - $1.67M
|
608K
$33.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
31K+ 2.93% |
$1.48M - $1.64M
|
1.09M
$59.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
30.7K+ 78.79% |
$1.46M - $1.63M
|
69.7K
$3.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
27K+ 73.07% |
$1.29M - $1.43M
|
64K
$3.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
25.4K+ 101.67% |
$1.21M - $1.35M
|
50.4K
$2.76M
|
|
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
23.2KNew |
$1.11M - $1.23M
|
23.2K
$1.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
22K+ 188.53% |
$1.05M - $1.16M
|
33.6K
$1.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
20.4K+ 6413.52% |
$972K - $1.08M
|
20.7K
$1.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
18.9KNew |
$902K - $1M
|
18.9K
$1.04M
|
|
|
Oct 02, 2024
Q3 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
16K+ 3.07% |
$762K - $848K
|
537K
$29.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
14.8K+ 162.18% |
$707K - $786K
|
24K
$1.31M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
13.9K+ 3.07% |
$661K - $736K
|
466K
$25.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
12.3KNew |
$588K - $654K
|
12.3K
$675K
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
12.1K+ 69.96% |
$578K - $642K
|
29.4K
$1.61M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
11.8K+ 84.18% |
$562K - $625K
|
25.8K
$1.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.7K+ 7.81% |
$557K - $619K
|
161K
$8.83M
|
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
11.3K+ 8.98% |
$539K - $599K
|
137K
$7.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
11.2K+ 5.36% |
$535K - $595K
|
221K
$12.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Arizona Psprs Trust
Phoenix, AZ |
BUY
|
- |
11K+ 0.2% |
$523K - $581K
|
5.37M
$294M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.4K+ 172.53% |
$497K - $552K
|
16.5K
$900K
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
10K+ 5.42% |
$477K - $531K
|
195K
$10.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9.76KNew |
$465K - $517K
|
9.76K
$534K
|
|
|
Oct 18, 2024
Q3 2024
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
9.75K+ 4.18% |
$465K - $517K
|
243K
$13.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
9.47K+ 100.52% |
$451K - $502K
|
18.9K
$1.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.25K+ 51.18% |
$441K - $490K
|
27.3K
$1.49M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
8.24KNew |
$392K - $436K
|
8.24K
$450K
|
|
|
Nov 14, 2024
Q3 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
7.18KNew |
$342K - $381K
|
7.18K
$393K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
7.01KNew |
$334K - $372K
|
7.01K
$383K
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
6.91K+ 34.83% |
$329K - $366K
|
26.7K
$1.46M
|