Purchases and Sales Made in Q4 2023 in Invesco Exchange Traded Self I (OMFL)
This table provides information about the institutional ownership of Invesco Exchange Traded Self I (OMFL) during Q4 2023. 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 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
3.22MNew |
$139M - $166M
|
3.22M
$174M
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.75M+ 9.65% |
$75.6M - $90.5M
|
19.9M
$1.08B
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.22M+ 87.1% |
$52.9M - $63.3M
|
2.63M
$142M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
1.06M+ 92.82% |
$45.8M - $54.8M
|
2.2M
$119M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.01M+ 26.42% |
$43.8M - $52.4M
|
4.85M
$263M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
924K+ 451.44% |
$39.9M - $47.8M
|
1.13M
$61.1M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
778K+ 222.04% |
$33.6M - $40.2M
|
1.13M
$61.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
747K+ 266.7% |
$32.3M - $38.6M
|
1.03M
$55.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
693KNew |
$30M - $35.8M
|
693K
$37.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
649KNew |
$28.1M - $33.6M
|
649K
$35.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
647KNew |
$28M - $33.5M
|
647K
$35M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
637K+ 139.44% |
$27.5M - $32.9M
|
1.09M
$59.2M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
301KNew |
$13M - $15.6M
|
301K
$16.3M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
286K+ 73.36% |
$12.3M - $14.8M
|
675K
$36.5M
|
|
|
Aug 14, 2024
Q4 2023
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
262KNew |
$11.3M - $13.5M
|
262K
$14.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
240KNew |
$10.4M - $12.4M
|
240K
$13M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
232K+ 41.66% |
$10M - $12M
|
788K
$42.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
215K+ 166.1% |
$9.29M - $11.1M
|
344K
$18.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
173K+ 614.56% |
$7.48M - $8.95M
|
201K
$10.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
166K+ 1797.08% |
$7.19M - $8.6M
|
176K
$9.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
161KNew |
$6.97M - $8.34M
|
161K
$8.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
147K+ 2.38% |
$6.33M - $7.58M
|
6.3M
$341M
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
144KNew |
$6.24M - $7.47M
|
144K
$7.82M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
114K+ 23.05% |
$4.95M - $5.92M
|
611K
$33.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Fox Financial, Inc
Wyomissing, PA |
BUY
|
- |
103KNew |
$4.45M - $5.33M
|
103K
$5.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
96.5K+ 415.21% |
$4.17M - $4.99M
|
120K
$6.48M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
79.3KNew |
$3.43M - $4.1M
|
79.3K
$4.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
76.4K+ 13.07% |
$3.3M - $3.95M
|
661K
$35.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
72KNew |
$3.11M - $3.72M
|
72K
$3.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
60.4K+ 17.9% |
$2.61M - $3.12M
|
398K
$21.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
57.9KNew |
$2.5M - $2.99M
|
57.9K
$3.13M
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
BUY
|
- |
57.8K+ 67.48% |
$2.5M - $2.99M
|
143K
$7.77M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
57.5K+ 8.33% |
$2.48M - $2.97M
|
747K
$40.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
55.7KNew |
$2.41M - $2.88M
|
55.7K
$3.02M
|
|
|
Feb 05, 2024
Q4 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
55.5K+ 14.09% |
$2.4M - $2.87M
|
449K
$24.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
55.1KNew |
$2.38M - $2.85M
|
55.1K
$2.98M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
46.8K+ 271.15% |
$2.02M - $2.42M
|
64.1K
$3.47M
|
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
43.2K+ 216.47% |
$1.87M - $2.23M
|
63.1K
$3.42M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
39.3K+ 3.35% |
$1.7M - $2.03M
|
1.21M
$65.6M
|
|
|
Jan 09, 2024
Q4 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
38.5K+ 43.06% |
$1.66M - $1.99M
|
128K
$6.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
37.9KNew |
$1.64M - $1.96M
|
37.9K
$2.05M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
37.5K+ 7.77% |
$1.62M - $1.94M
|
521K
$28.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
35.5KNew |
$1.54M - $1.84M
|
35.5K
$1.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
34.9K+ 18.84% |
$1.51M - $1.8M
|
220K
$11.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
33.9K+ 10.81% |
$1.47M - $1.76M
|
348K
$18.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
31.1KNew |
$1.35M - $1.61M
|
31.1K
$1.69M
|
|
|
Jan 18, 2024
Q4 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
29.9K+ 12.72% |
$1.29M - $1.55M
|
265K
$14.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
29.7K+ 13.25% |
$1.28M - $1.54M
|
254K
$13.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
29.4K+ 225.61% |
$1.27M - $1.52M
|
42.4K
$2.29M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
28.8KNew |
$1.24M - $1.49M
|
28.8K
$1.56M
|