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 69 institutions that hold shares in the stock, with a total of 6.03 Million shares, which have been reported (via 13F filing form) to have a value of $262 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
1,634,518
shares
|
$71.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
866,963
shares
|
$37.7 Million
0.51% of portfolio
|
Q2 2023
Added 4.64%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
561,987
shares
|
$24.4 Million
0.01% of portfolio
|
Q2 2025
Added 6.06%
|
|
Solano Wealth Management, Inc.
Fairfield, CA |
Jul 30, 2024 Q2 2024 |
553,518
shares
|
$24.1 Million
11.01% of portfolio
|
Q2 2024
Added 6.36%
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
466,969
shares
|
$20.3 Million
0.16% of portfolio
|
Q2 2025
Added 4.3%
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
396,917
shares
|
$17.3 Million
0.26% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
194,578
shares
|
$8.46 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
171,786
shares
|
$7.47 Million
0.0% of portfolio
|
Q2 2025
Added 6.05%
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
134,269
shares
|
$5.84 Million
0.46% of portfolio
|
Q2 2023
New holding
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
134,269
shares
|
$5.84 Million
0.46% of portfolio
|
Q2 2023
New holding
|
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
Aug 12, 2025 Q2 2025 |
128,997
shares
|
$5.61 Million
2.65% of portfolio
|
Q2 2025
Reduced 18.08%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
127,738
shares
|
$5.55 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
55,965
shares
|
$2.43 Million
0.08% of portfolio
|
Q3 2022
New holding
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
41,893
shares
|
$1.82 Million
0.0% of portfolio
|
Q2 2025
Reduced 13.82%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
37,887
shares
|
$1.65 Million
0.0% of portfolio
|
Q2 2025
Added 137.37%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
35,097
shares
|
$1.53 Million
0.0% of portfolio
|
Q2 2025
Added 200.57%
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Aug 13, 2025 Q2 2025 |
33,038
shares
|
$1.44 Million
0.63% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
31,009
shares
|
$1.35 Million
0.05% of portfolio
|
Q2 2025
Reduced 12.26%
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
30,707
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2025
Added 0.81%
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
28,026
shares
|
$1.22 Million
0.07% of portfolio
|
Q2 2025
Reduced 3.25%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
24,033
shares
|
$1.04 Million
0.0% of portfolio
|
Q2 2025
Added 184.21%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
20,956
shares
|
$911,166
0.0% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
20,723
shares
|
$901,036
0.04% of portfolio
|
Q2 2025
Reduced 25.63%
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
19,900
shares
|
$865,251
0.0% of portfolio
|
Q2 2025
Reduced 6.57%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
18,771
shares
|
$816,163
0.0% of portfolio
|
Q2 2025
Reduced 40.3%
|