Institutional Ownership Invesco Ex Tr Self Indx Fd Tr (IMFL)
This table provides information about the institutional ownership of Invesco Ex Tr Self Indx Fd Tr (IMFL). We have compiled data on the 25 institutions that hold shares in the stock, with a total of 17.1 Million shares, which have been reported (via 13F filing form) to have a value of $426 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Invesco Ltd.
Atlanta, GA |
May 14, 2024 Q1 2024 |
15,510,972
shares
|
$386 Million
0.09% of portfolio
|
Q1 2024
Added 67.61%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
560,895
shares
|
$14 Million
0.01% of portfolio
|
Q1 2024
Added 14.69%
|
|
|
Stewardship Advisors, LLC
|
Apr 17, 2024 Q1 2024 |
286,117
shares
|
$7.12 Million
2.54% of portfolio
|
Q1 2024
New holding
|
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
136,545
shares
|
$3.4 Million
0.01% of portfolio
|
Q1 2024
Added 0.04%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
128,063
shares
|
$3.19 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
May 14, 2024 Q1 2024 |
120,835
shares
|
$3.01 Million
0.84% of portfolio
|
Q1 2024
Reduced 26.15%
|
|
|
Avestar Capital, LLC
|
May 10, 2024 Q1 2024 |
61,092
shares
|
$1.52 Million
0.17% of portfolio
|
Q1 2024
Added 58.11%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
48,268
shares
|
$1.2 Million
0.0% of portfolio
|
Q1 2024
Added 131.86%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 13, 2024 Q1 2024 |
45,194
shares
|
$1.12 Million
0.0% of portfolio
|
Q1 2024
Added 149.77%
|
|
|
Geneos Wealth Management Inc.
|
May 03, 2024 Q1 2024 |
39,113
shares
|
$973,131
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
37,699
shares
|
$937,951
0.0% of portfolio
|
Q1 2024
Added 21.8%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
28,585
shares
|
$711,194
0.0% of portfolio
|
Q1 2024
Added 11.36%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
26,330
shares
|
$655,090
0.04% of portfolio
|
Q1 2024
Added 1.4%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Apr 23, 2024 Q1 2024 |
19,359
shares
|
$481,651
0.25% of portfolio
|
Q1 2024
Reduced 51.31%
|
|
|
Brown Advisory Inc
|
Apr 24, 2024 Q1 2024 |
14,112
shares
|
$351,106
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
13,025
shares
|
$324,062
0.0% of portfolio
|
Q1 2024
Added 19.66%
|
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
12,760
shares
|
$317,468
0.0% of portfolio
|
Q1 2024
Reduced 92.75%
|
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
10,268
shares
|
$255,467
0.0% of portfolio
|
Q1 2024
Added 9.87%
|
|
|
Optimum Investment Advisors
|
Apr 11, 2024 Q1 2024 |
8,785
shares
|
$218,570
0.1% of portfolio
|
Q4 2023
Added 79.84%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
8,204
shares
|
$204,115
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
4,100
shares
|
$102,008
0.0% of portfolio
|
Q1 2024
Reduced 26.94%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 18, 2024 Q1 2024 |
2,798
shares
|
$69,614
0.01% of portfolio
|
Q3 2023
Reduced 42.52%
|
|
|
Ifp Advisors, Inc
|
Jan 09, 2024 Q4 2023 |
550
shares
|
$13,684
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
1
shares
|
$24
0.0% of portfolio
|
Q1 2024
Reduced 75.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|