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 285 institutions that hold shares in the stock, with a total of 74 Million shares, which have been reported (via 13F filing form) to have a value of $4.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
518,882
shares
|
$28.9 Million
0.9% of portfolio
|
Q1 2025
Added 10.1%
|
|
|
Waller Financial Planning Group, Inc
|
Apr 02, 2025 Q1 2025 |
496,794
shares
|
$27.6 Million
7.39% of portfolio
|
Q1 2025
Reduced 10.11%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
483,329
shares
|
$26.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 40.85%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
481,887
shares
|
$26.8 Million
0.09% of portfolio
|
Q1 2025
Reduced 5.03%
|
|
|
Baldwin Brothers LLC
|
Apr 14, 2025 Q1 2025 |
443,925
shares
|
$24.7 Million
1.77% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
440,557
shares
|
$24.5 Million
1.34% of portfolio
|
Q1 2025
Added 2.58%
|
|
|
Solano Wealth Management, Inc.
Fairfield, CA |
Jul 30, 2024 Q2 2024 |
434,674
shares
|
$24.2 Million
12.49% of portfolio
|
Q2 2024
Added 2.98%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
412,775
shares
|
$23 Million
0.36% of portfolio
|
Q1 2025
Reduced 7.3%
|
|
|
Daido Life Insurance CO
Tokyo, M0 |
May 08, 2025 Q1 2025 |
403,056
shares
|
$22.4 Million
2.91% of portfolio
|
Q3 2022
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
371,597
shares
|
$20.7 Million
0.05% of portfolio
|
Q1 2025
Reduced 68.04%
|
|
|
Burt Wealth Advisors
|
Apr 22, 2025 Q1 2025 |
350,120
shares
|
$19.5 Million
4.64% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Apr 23, 2025 Q1 2025 |
329,550
shares
|
$18.3 Million
2.99% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
303,484
shares
|
$16.9 Million
0.05% of portfolio
|
Q1 2025
Added 2.72%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
296,014
shares
|
$16.5 Million
0.0% of portfolio
|
Q1 2025
Added 3.85%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
289,052
shares
|
$16.1 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Feb 04, 2025 Q4 2024 |
286,961
shares
|
$16 Million
11.89% of portfolio
|
Q4 2024
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
275,287
shares
|
$15.3 Million
0.52% of portfolio
|
Q1 2025
Added 16.02%
|
|
|
E Rn Financial, LLC
|
Apr 21, 2025 Q1 2025 |
267,603
shares
|
$14.9 Million
2.3% of portfolio
|
Q1 2025
Reduced 5.74%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
May 15, 2025 Q1 2025 |
265,140
shares
|
$14.7 Million
3.52% of portfolio
|
Q1 2025
Added 17.1%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
263,013
shares
|
$14.6 Million
1.77% of portfolio
|
Q1 2023
Added 2.41%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
258,493
shares
|
$14.4 Million
0.46% of portfolio
|
Q1 2025
Added 6.87%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
253,421
shares
|
$14.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 60.0%
|
|
|
Financial Designs Corp
Claremont, CA |
Apr 14, 2025 Q1 2025 |
235,876
shares
|
$13.1 Million
8.76% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
230,104
shares
|
$12.8 Million
0.39% of portfolio
|
Q3 2022
Added 5.6%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
224,621
shares
|
$12.5 Million
0.58% of portfolio
|
Q1 2025
Added 24.71%
|