Institutional Ownership Invesco Exchange Traded Self I (OMFS)
This table provides information about the institutional ownership of Invesco Exchange Traded Self I (OMFS). We have compiled data on the 71 institutions that hold shares in the stock, with a total of 6.19 Million shares, which have been reported (via 13F filing form) to have a value of $245 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
1,676,636
shares
|
$66.4 Million
0.01% of portfolio
|
Q1 2025
Added 0.18%
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
866,963
shares
|
$34.4 Million
0.51% of portfolio
|
Q2 2023
Added 4.64%
|
|
Solano Wealth Management, Inc.
Fairfield, CA |
Jul 30, 2024 Q2 2024 |
553,518
shares
|
$21.9 Million
11.01% of portfolio
|
Q2 2024
Added 6.36%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
529,873
shares
|
$21 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
447,735
shares
|
$17.7 Million
0.16% of portfolio
|
Q1 2025
Added 15.32%
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
401,616
shares
|
$15.9 Million
0.27% of portfolio
|
Q1 2025
Reduced 4.99%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
194,578
shares
|
$7.71 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
161,992
shares
|
$6.42 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
May 14, 2025 Q1 2025 |
157,467
shares
|
$6.24 Million
3.7% of portfolio
|
Q1 2025
Reduced 2.89%
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
134,269
shares
|
$5.32 Million
0.46% of portfolio
|
Q2 2023
New holding
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
134,269
shares
|
$5.32 Million
0.46% of portfolio
|
Q2 2023
New holding
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
129,939
shares
|
$5.15 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.69%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
62,114
shares
|
$2.46 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
55,965
shares
|
$2.22 Million
0.08% of portfolio
|
Q3 2022
New holding
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
48,613
shares
|
$1.93 Million
0.0% of portfolio
|
Q1 2025
Added 164.3%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
44,889
shares
|
$1.78 Million
0.0% of portfolio
|
Q1 2025
Added 332.17%
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
35,343
shares
|
$1.4 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Apr 23, 2025 Q1 2025 |
33,862
shares
|
$1.34 Million
0.69% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
32,056
shares
|
$1.27 Million
0.0% of portfolio
|
Q1 2025
Added 4.37%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
31,443
shares
|
$1.25 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
Landmark Wealth Management, Inc.
Normal, IL |
May 06, 2025 Q1 2025 |
28,982
shares
|
$1.15 Million
0.53% of portfolio
|
Q1 2025
Reduced 9.25%
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
28,966
shares
|
$1.15 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
27,864
shares
|
$1.1 Million
0.06% of portfolio
|
Q1 2025
Added 14.3%
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
21,300
shares
|
$844,119
0.0% of portfolio
|
Q1 2025
New holding
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
20,993
shares
|
$831,952
0.0% of portfolio
|
Q1 2025
Added 6.71%
|