Institutional Ownership Invesco Exchange Traded Self I (OMFL)
This table provides information about the institutional ownership of Invesco Exchange Traded Self I (OMFL). We have compiled data on the 288 institutions that hold shares in the stock, with a total of 74.7 Million shares, which have been reported (via 13F filing form) to have a value of $4.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
20,645,448
shares
|
$1.22 Billion
0.21% of portfolio
|
Q2 2025
Added 8.81%
|
|
|
Balentine LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
5,619,451
shares
|
$331 Million
13.54% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Arizona Psprs Trust
Phoenix, AZ |
Aug 14, 2025 Q2 2025 |
5,402,688
shares
|
$318 Million
10.37% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
4,876,451
shares
|
$287 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
2,741,828
shares
|
$162 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.94%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
2,143,686
shares
|
$126 Million
0.01% of portfolio
|
Q2 2025
Added 36.51%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
1,791,135
shares
|
$106 Million
1.43% of portfolio
|
Q2 2023
Added 38.51%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
1,505,239
shares
|
$88.7 Million
3.56% of portfolio
|
Q2 2023
Reduced 9.04%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,232,585
shares
|
$72.6 Million
0.01% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,212,307
shares
|
$71.4 Million
4.58% of portfolio
|
Q4 2023
Added 3.35%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
1,179,637
shares
|
$69.5 Million
8.32% of portfolio
|
Q3 2022
Added 2.19%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
1,049,713
shares
|
$61.9 Million
0.11% of portfolio
|
Q2 2025
Reduced 2.91%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jul 11, 2025 Q2 2025 |
999,063
shares
|
$58.9 Million
12.16% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
990,079
shares
|
$58.3 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
912,056
shares
|
$53.7 Million
0.01% of portfolio
|
Q2 2025
Reduced 25.1%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
900,426
shares
|
$53.1 Million
0.06% of portfolio
|
Q3 2024
Reduced 51.97%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
873,283
shares
|
$51.5 Million
1.83% of portfolio
|
Q2 2025
Reduced 6.12%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
867,759
shares
|
$51.1 Million
0.07% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
|
Deseret Mutual Benefit Administrators
|
Aug 01, 2025 Q2 2025 |
792,983
shares
|
$46.7 Million
21.73% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
789,598
shares
|
$46.5 Million
0.1% of portfolio
|
Q3 2023
Added 111.8%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
671,995
shares
|
$39.6 Million
1.23% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Lm Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
627,898
shares
|
$37 Million
4.67% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Waller Financial Planning Group, Inc
|
Jul 02, 2025 Q2 2025 |
592,265
shares
|
$34.9 Million
8.3% of portfolio
|
Q2 2025
Added 19.22%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
575,217
shares
|
$33.9 Million
0.01% of portfolio
|
Q2 2025
Added 19.01%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
540,620
shares
|
$31.9 Million
0.91% of portfolio
|
Q2 2025
Added 4.19%
|