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 6.02 Million shares, which have been reported (via 13F filing form) to have a value of $244 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
|
$698,646
0.03% of portfolio
|
Q1 2023
Reduced 59.47%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
16,756
shares
|
$679,623
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
16,674
shares
|
$676,297
0.0% of portfolio
|
Q2 2025
Reduced 62.86%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
16,055
shares
|
$651,190
0.02% of portfolio
|
Q2 2025
Reduced 6.48%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
13,372
shares
|
$542,368
0.0% of portfolio
|
Q2 2025
Reduced 8.99%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
13,097
shares
|
$531,214
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
12,957
shares
|
$525,535
0.11% of portfolio
|
Q2 2025
Reduced 7.09%
|
|
|
Graney & King, LLC
Latham, NY |
Aug 14, 2025 Q2 2025 |
12,834
shares
|
$520,547
0.35% of portfolio
|
Q2 2025
Reduced 14.92%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jul 11, 2025 Q2 2025 |
12,338
shares
|
$500,429
0.1% of portfolio
|
Q2 2025
Reduced 18.49%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
12,179
shares
|
$493,980
0.01% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
11,726
shares
|
$475,606
0.0% of portfolio
|
Q2 2025
Reduced 30.56%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
11,677
shares
|
$473,619
0.0% of portfolio
|
Q2 2025
Reduced 21.72%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
11,144
shares
|
$452,000
0.02% of portfolio
|
Q2 2025
Reduced 8.49%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
11,119
shares
|
$450,986
0.0% of portfolio
|
Q2 2025
Reduced 4.88%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
10,533
shares
|
$427,218
0.0% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
10,231
shares
|
$414,969
0.0% of portfolio
|
Q2 2025
Added 4.97%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
9,064
shares
|
$367,635
0.0% of portfolio
|
Q2 2025
Reduced 3.92%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
8,649
shares
|
$350,803
0.0% of portfolio
|
Q2 2025
Added 7.55%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
7,898
shares
|
$320,342
0.01% of portfolio
|
Q1 2024
Reduced 3.61%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Aug 12, 2025 Q2 2025 |
6,438
shares
|
$261,125
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
6,255
shares
|
$253,702
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Jul 15, 2025 Q2 2025 |
5,808
shares
|
$235,572
0.16% of portfolio
|
Q2 2025
Reduced 7.1%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
2,349
shares
|
$95,275
0.0% of portfolio
|
Q2 2025
Reduced 63.69%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
1,149
shares
|
$46,603
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
1,000
shares
|
$40,560
0.02% of portfolio
|
Q1 2024
New holding
|