Purchases and Sales Made in Q4 2021 in Invesco Exchange Traded Self I (OMFL)
This table provides information about the institutional ownership of Invesco Exchange Traded Self I (OMFL) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.73M+ 10.77% |
$80.6M - $88M
|
17.8M
$960M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
777K+ 69.38% |
$36.3M - $39.6M
|
1.9M
$103M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
321K+ 18.64% |
$15M - $16.3M
|
2.04M
$110M
|
|
|
Feb 10, 2022
Q4 2021
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
254KNew |
$11.9M - $12.9M
|
254K
$13.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
212K+ 44.47% |
$9.89M - $10.8M
|
689K
$37.2M
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
123KNew |
$5.73M - $6.25M
|
123K
$6.64M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
109K+ 127.91% |
$5.09M - $5.56M
|
194K
$10.5M
|
|
|
Feb 02, 2022
Q4 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
103K+ 11.27% |
$4.83M - $5.27M
|
1.02M
$55.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
80.5K+ 18.51% |
$3.76M - $4.1M
|
516K
$27.9M
|
|
|
Feb 04, 2022
Q4 2021
|
Seaview Investment Managers LLC
|
BUY
|
- |
61.3KNew |
$2.86M - $3.12M
|
61.3K
$3.32M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
60K+ 20.53% |
$2.8M - $3.05M
|
352K
$19M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
55.1K+ 15.54% |
$2.57M - $2.81M
|
410K
$22.2M
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
54.2K+ 378.78% |
$2.53M - $2.76M
|
68.5K
$3.7M
|
|
|
Jan 21, 2022
Q4 2021
|
Act Advisors, Llc.
|
BUY
|
- |
48.2K+ 7.64% |
$2.25M - $2.46M
|
680K
$36.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
28.4K+ 20.32% |
$1.33M - $1.45M
|
168K
$9.1M
|
|
|
Jan 04, 2022
Q4 2021
|
Camelot Portfolios, LLC
|
BUY
|
- |
26.2K+ 275.47% |
$1.22M - $1.33M
|
35.6K
$1.93M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
25K+ 9.28% |
$1.17M - $1.27M
|
294K
$15.9M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
24.9K+ 4.68% |
$1.16M - $1.27M
|
557K
$30.1M
|
|
|
Feb 11, 2022
Q4 2021
|
E Rn Financial, LLC
|
BUY
|
- |
24.1K+ 9.31% |
$1.12M - $1.22M
|
282K
$15.3M
|
|
|
Feb 02, 2022
Q4 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
21K+ 24.67% |
$978K - $1.07M
|
106K
$5.73M
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
19.9K+ 12.25% |
$929K - $1.01M
|
182K
$9.86M
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
18.8K+ 7.88% |
$875K - $955K
|
257K
$13.9M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
17.8K+ 18.05% |
$833K - $909K
|
117K
$6.31M
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
15.9K+ 145.51% |
$742K - $810K
|
26.8K
$1.45M
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
15.3KNew |
$714K - $779K
|
15.3K
$827K
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
14.8KNew |
$692K - $755K
|
14.8K
$802K
|
|
|
Feb 14, 2022
Q4 2021
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
13.4KNew |
$628K - $685K
|
13.4K
$727K
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
12.8K+ 5.79% |
$596K - $651K
|
233K
$12.6M
|
|
|
Jan 31, 2022
Q4 2021
|
Spinnaker Trust
|
BUY
|
- |
11.4K+ 3.78% |
$533K - $581K
|
314K
$17M
|
|
|
Jan 14, 2022
Q4 2021
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
10.8KNew |
$505K - $551K
|
10.8K
$585K
|
|
|
Feb 15, 2022
Q4 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
10.8KNew |
$504K - $550K
|
10.8K
$584K
|
|
|
Feb 01, 2022
Q4 2021
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
10.4K+ 32.05% |
$484K - $529K
|
42.8K
$2.31M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
9.86K+ 176.25% |
$460K - $502K
|
15.4K
$835K
|
|
|
Feb 07, 2022
Q4 2021
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
9.1K+ 4.68% |
$425K - $464K
|
204K
$11M
|
|
|
Feb 15, 2022
Q4 2021
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
7.5KNew |
$350K - $382K
|
7.5K
$405K
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.48KNew |
$303K - $330K
|
6.48K
$350K
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.48KNew |
$303K - $330K
|
6.48K
$350K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.19K+ 7.45% |
$289K - $315K
|
89.2K
$4.82M
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.96KNew |
$278K - $304K
|
5.96K
$322K
|
|
|
Jan 18, 2022
Q4 2021
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
5.19K+ 6.95% |
$242K - $264K
|
79.8K
$4.31M
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.99K+ 11595.35% |
$233K - $254K
|
5.03K
$272K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.84KNew |
$226K - $247K
|
4.84K
$262K
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.83KNew |
$225K - $246K
|
4.83K
$261K
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
4.6KNew |
$215K - $234K
|
4.6K
$249K
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.37K+ 606.94% |
$204K - $223K
|
5.09K
$275K
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.33KNew |
$202K - $220K
|
4.33K
$234K
|
|
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
4.28KNew |
$200K - $218K
|
4.28K
$231K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.24KNew |
$198K - $216K
|
4.24K
$229K
|
|
|
Jan 28, 2022
Q4 2021
|
Mizuho Securities Usa LLC
|
BUY
|
- |
3.99KNew |
$186K - $203K
|
3.99K
$216K
|
|
|
Jan 20, 2022
Q4 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
3.99K+ 3.12% |
$186K - $203K
|
132K
$7.12M
|