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 284 institutions that hold shares in the stock, with a total of 86.9 Million shares, which have been reported (via 13F filing form) to have a value of $4.83 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hbw Advisory Services LLC
|
Oct 04, 2024 Q3 2024 |
4,263
shares
|
$237,150
0.04% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Beacon Wealthcare LLC
Raleigh, NC |
Oct 08, 2024 Q3 2024 |
4,210
shares
|
$234,202
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
4,097
shares
|
$227,916
0.0% of portfolio
|
Q3 2024
Reduced 6.1%
|
|
|
Intelligence Driven Advisers, LLC
|
Nov 06, 2024 Q3 2024 |
4,083
shares
|
$227,137
0.03% of portfolio
|
Q3 2024
Reduced 86.73%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
3,946
shares
|
$219,515
0.02% of portfolio
|
Q3 2024
Reduced 42.99%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
3,871
shares
|
$215,343
0.0% of portfolio
|
Q3 2024
Reduced 3.35%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
3,827
shares
|
$212,896
0.01% of portfolio
|
Q3 2024
Reduced 93.02%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
3,814
shares
|
$212,172
0.09% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
3,326
shares
|
$185,025
0.0% of portfolio
|
Q1 2023
Reduced 11.45%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
3,260
shares
|
$181,353
0.01% of portfolio
|
Q3 2024
Added 1513.86%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
2,584
shares
|
$143,747
0.01% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
2,568
shares
|
$142,857
0.01% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
2,465
shares
|
$137,127
0.02% of portfolio
|
Q3 2024
Reduced 3.9%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
2,075
shares
|
$115,432
0.07% of portfolio
|
Q2 2024
Reduced 76.55%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
2,051
shares
|
$114,097
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
1,965
shares
|
$109,312
0.01% of portfolio
|
Q4 2023
Reduced 30.27%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
1,895
shares
|
$105,418
0.0% of portfolio
|
Q4 2023
Reduced 22.16%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
1,656
shares
|
$92,123
0.0% of portfolio
|
Q3 2024
Reduced 28.06%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
1,276
shares
|
$70,983
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,271
shares
|
$70,705
0.0% of portfolio
|
Q1 2020
Added 0.71%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
1,225
shares
|
$68,146
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
1,052
shares
|
$58,522
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
1,052
shares
|
$58,522
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
918
shares
|
$51,068
0.0% of portfolio
|
Q2 2024
Added 0.11%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
844
shares
|
$46,951
0.01% of portfolio
|
Q3 2024
Reduced 30.76%
|