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 71 institutions that hold shares in the stock, with a total of 6.19 Million shares, which have been reported (via 13F filing form) to have a value of $245 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
20,245
shares
|
$802,309
0.03% of portfolio
|
Q1 2025
Reduced 55.16%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
17,225
shares
|
$682,626
0.03% of portfolio
|
Q1 2023
Reduced 59.47%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
17,167
shares
|
$680,328
0.03% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
16,886
shares
|
$669,192
0.0% of portfolio
|
Q1 2025
Reduced 33.21%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
16,756
shares
|
$664,040
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
May 15, 2025 Q1 2025 |
16,150
shares
|
$640,024
0.15% of portfolio
|
Q1 2025
Added 13.48%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
15,961
shares
|
$632,534
0.0% of portfolio
|
Q1 2025
Added 311.9%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Apr 14, 2025 Q1 2025 |
15,137
shares
|
$599,879
0.14% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
15,084
shares
|
$597,778
0.43% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
14,917
shares
|
$591,160
0.0% of portfolio
|
Q4 2024
Reduced 31.12%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
14,693
shares
|
$582,283
0.0% of portfolio
|
Q1 2025
Reduced 83.25%
|
|
|
E Rn Financial, LLC
|
Apr 21, 2025 Q1 2025 |
13,946
shares
|
$552,679
0.09% of portfolio
|
Q1 2025
Reduced 4.64%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
12,183
shares
|
$482,812
0.02% of portfolio
|
Q1 2025
Reduced 5.16%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
12,178
shares
|
$482,614
0.02% of portfolio
|
Q1 2025
Reduced 73.97%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
11,690
shares
|
$463,274
0.0% of portfolio
|
Q1 2025
Reduced 7.12%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
10,873
shares
|
$430,896
0.0% of portfolio
|
Q1 2025
Added 19.72%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
9,747
shares
|
$386,273
0.0% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
9,434
shares
|
$373,869
0.0% of portfolio
|
Q1 2025
Reduced 10.94%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
9,134
shares
|
$361,980
0.06% of portfolio
|
Q1 2025
Reduced 89.97%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
8,456
shares
|
$335,111
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
8,042
shares
|
$318,704
0.0% of portfolio
|
Q1 2025
Reduced 4.15%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
7,898
shares
|
$312,997
0.01% of portfolio
|
Q1 2024
Reduced 3.61%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
6,470
shares
|
$256,406
0.02% of portfolio
|
Q1 2025
Added 176.73%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
6,255
shares
|
$247,885
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Apr 15, 2025 Q1 2025 |
6,252
shares
|
$247,766
0.19% of portfolio
|
Q1 2025
Reduced 50.22%
|