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 70 institutions that hold shares in the stock, with a total of 7.22 Million shares, which have been reported (via 13F filing form) to have a value of $284 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
20,452
shares
|
$805,808
0.0% of portfolio
|
Q2 2024
Reduced 91.36%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
17,711
shares
|
$697,813
0.0% of portfolio
|
Q2 2024
Reduced 23.34%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
17,225
shares
|
$678,665
0.03% of portfolio
|
Q1 2023
Reduced 59.47%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
16,756
shares
|
$660,186
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
15,892
shares
|
$626,144
0.0% of portfolio
|
Q2 2024
Reduced 62.17%
|
|
|
E Rn Financial, LLC
|
Oct 15, 2024 Q3 2024 |
15,747
shares
|
$620,431
0.1% of portfolio
|
Q3 2024
Reduced 3.43%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
15,250
shares
|
$600,850
0.0% of portfolio
|
Q2 2024
Added 117.33%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
13,861
shares
|
$546,123
0.09% of portfolio
|
Q3 2024
Reduced 28.7%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
12,904
shares
|
$508,417
0.02% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
12,301
shares
|
$484,659
0.0% of portfolio
|
Q2 2024
Reduced 4.21%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Aug 14, 2024 Q2 2024 |
10,943
shares
|
$431,154
0.08% of portfolio
|
Q2 2024
Added 17.02%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
10,917
shares
|
$430,129
0.0% of portfolio
|
Q3 2024
Reduced 25.93%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2024 Q2 2024 |
10,665
shares
|
$420,201
0.0% of portfolio
|
Q2 2024
Reduced 30.75%
|
|
|
Western Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
10,636
shares
|
$419,058
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
10,583
shares
|
$416,970
0.0% of portfolio
|
Q2 2024
Added 5.59%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
10,524
shares
|
$414,645
0.0% of portfolio
|
Q2 2024
Reduced 28.07%
|
|
|
Sequent Planning LLC
Omaha, NE |
Aug 12, 2024 Q2 2024 |
10,482
shares
|
$412,990
0.13% of portfolio
|
Q2 2024
Added 3.41%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Jul 30, 2024 Q2 2024 |
10,299
shares
|
$405,780
0.07% of portfolio
|
Q2 2024
Reduced 3.61%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
10,095
shares
|
$397,743
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
8,452
shares
|
$333,008
0.0% of portfolio
|
Q2 2024
Reduced 11.11%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
7,898
shares
|
$311,181
0.01% of portfolio
|
Q1 2024
Reduced 3.61%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2024 Q2 2024 |
7,370
shares
|
$290,378
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Sound Financial Strategies Group, LLC
|
Aug 12, 2024 Q2 2024 |
6,796
shares
|
$267,762
0.24% of portfolio
|
Q2 2024
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
6,255
shares
|
$246,447
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 09, 2024 Q2 2024 |
6,114
shares
|
$240,891
0.11% of portfolio
|
Q2 2024
Reduced 0.23%
|