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 6.16 Million shares, which have been reported (via 13F filing form) to have a value of $222 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
17,225
shares
|
$622,167
0.03% of portfolio
|
Q1 2023
Reduced 59.47%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
17,089
shares
|
$617,254
0.03% of portfolio
|
Q4 2024
Reduced 41.78%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
16,756
shares
|
$605,226
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
16,373
shares
|
$591,392
0.0% of portfolio
|
Q4 2024
Reduced 3.61%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Apr 14, 2025 Q1 2025 |
15,137
shares
|
$546,748
0.14% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Graney & King, LLC
Latham, NY |
Feb 11, 2025 Q4 2024 |
15,072
shares
|
$544,400
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
14,815
shares
|
$535,117
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
14,624
shares
|
$528,218
0.09% of portfolio
|
Q4 2024
Reduced 7.13%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
12,586
shares
|
$454,606
0.0% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
12,183
shares
|
$440,049
0.02% of portfolio
|
Q1 2025
Reduced 5.16%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
10,593
shares
|
$382,619
0.0% of portfolio
|
Q4 2024
Reduced 2.97%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
10,387
shares
|
$375,178
0.0% of portfolio
|
Q4 2024
Reduced 24.65%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
9,772
shares
|
$352,964
0.0% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
9,134
shares
|
$329,920
0.06% of portfolio
|
Q1 2025
Reduced 89.97%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
9,082
shares
|
$328,041
0.0% of portfolio
|
Q4 2024
Added 5.04%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Mar 21, 2025 Q4 2024 |
8,865
shares
|
$320,203
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
8,456
shares
|
$305,430
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
8,390
shares
|
$303,046
0.0% of portfolio
|
Q4 2024
Reduced 18.49%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
7,898
shares
|
$285,275
0.01% of portfolio
|
Q1 2024
Reduced 3.61%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
7,024
shares
|
$253,706
0.04% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
6,255
shares
|
$225,930
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Apr 15, 2025 Q1 2025 |
6,252
shares
|
$225,822
0.19% of portfolio
|
Q1 2025
Reduced 50.22%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
6,009
shares
|
$217,045
0.01% of portfolio
|
Q4 2024
Reduced 70.84%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,601
shares
|
$202,308
0.0% of portfolio
|
Q4 2024
Reduced 67.46%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
3,875
shares
|
$139,965
0.0% of portfolio
|
Q3 2024
New holding
|