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 68 institutions that hold shares in the stock, with a total of 6.08 Million shares, which have been reported (via 13F filing form) to have a value of $247 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| 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
|
$66.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
866,963
shares
|
$35.2 Million
0.51% of portfolio
|
Q2 2023
Added 4.64%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
561,987
shares
|
$22.8 Million
0.01% of portfolio
|
Q2 2025
Added 6.06%
|
|
|
Solano Wealth Management, Inc.
Fairfield, CA |
Jul 30, 2024 Q2 2024 |
553,518
shares
|
$22.5 Million
11.01% of portfolio
|
Q2 2024
Added 6.36%
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
466,969
shares
|
$18.9 Million
0.16% of portfolio
|
Q2 2025
Added 4.3%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
396,917
shares
|
$16.1 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
|
$7.89 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
|
$6.57 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
134,269
shares
|
$5.45 Million
0.46% of portfolio
|
Q2 2023
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
134,269
shares
|
$5.45 Million
0.46% of portfolio
|
Q2 2023
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
129,939
shares
|
$5.27 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.69%
|
|
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
Aug 12, 2025 Q2 2025 |
128,997
shares
|
$5.23 Million
2.65% of portfolio
|
Q2 2025
Reduced 18.08%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
62,114
shares
|
$2.52 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
|
$2.27 Million
0.08% of portfolio
|
Q3 2022
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
48,613
shares
|
$1.97 Million
0.0% of portfolio
|
Q1 2025
Added 164.3%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
44,889
shares
|
$1.82 Million
0.0% of portfolio
|
Q1 2025
Added 332.17%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Aug 13, 2025 Q2 2025 |
33,038
shares
|
$1.34 Million
0.63% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
31,443
shares
|
$1.28 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
31,009
shares
|
$1.26 Million
0.05% of portfolio
|
Q2 2025
Reduced 12.26%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
30,460
shares
|
$1.24 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.98%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
28,026
shares
|
$1.14 Million
0.07% of portfolio
|
Q2 2025
Reduced 3.25%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
24,033
shares
|
$974,778
0.0% of portfolio
|
Q2 2025
Added 184.21%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
21,300
shares
|
$863,928
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
20,993
shares
|
$851,476
0.0% of portfolio
|
Q1 2025
Added 6.71%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
20,723
shares
|
$840,524
0.04% of portfolio
|
Q2 2025
Reduced 25.63%
|