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 |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
592,845
shares
|
$33 Million
0.01% of portfolio
|
Q3 2024
Reduced 35.74%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
580,506
shares
|
$32.3 Million
6.15% of portfolio
|
Q3 2024
Reduced 10.99%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
557,558
shares
|
$31 Million
0.04% of portfolio
|
Q3 2024
Reduced 5.52%
|
|
|
Waller Financial Planning Group, Inc
|
Oct 02, 2024 Q3 2024 |
536,940
shares
|
$29.9 Million
7.06% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
533,466
shares
|
$29.7 Million
0.1% of portfolio
|
Q3 2024
Reduced 42.23%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
513,730
shares
|
$28.6 Million
0.04% of portfolio
|
Q3 2024
Reduced 17.63%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
465,796
shares
|
$25.9 Million
1.6% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
458,010
shares
|
$25.5 Million
1.7% of portfolio
|
Q3 2024
Added 48.23%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
448,909
shares
|
$25 Million
0.4% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
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%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
409,296
shares
|
$22.8 Million
0.03% of portfolio
|
Q3 2024
Reduced 23.91%
|
|
|
Daido Life Insurance CO
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
403,056
shares
|
$22.4 Million
2.85% of portfolio
|
Q3 2022
New holding
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Oct 18, 2024 Q3 2024 |
390,486
shares
|
$21.7 Million
9.15% of portfolio
|
Q3 2024
Reduced 4.53%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
382,109
shares
|
$21.3 Million
0.59% of portfolio
|
Q3 2024
Added 13.7%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
381,646
shares
|
$21.2 Million
0.02% of portfolio
|
Q3 2024
Reduced 48.89%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 09, 2024 Q3 2024 |
370,458
shares
|
$20.6 Million
1.4% of portfolio
|
Q3 2024
Reduced 33.08%
|
|
|
Burt Wealth Advisors
|
Oct 31, 2024 Q3 2024 |
357,687
shares
|
$19.9 Million
4.75% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
350,357
shares
|
$19.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 67.36%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
340,299
shares
|
$18.9 Million
2.37% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
Taiyo Life Insurance CO
|
Nov 05, 2024 Q3 2024 |
340,000
shares
|
$18.9 Million
1.43% of portfolio
|
Q3 2023
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
325,954
shares
|
$18.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 74.45%
|
|
|
E Rn Financial, LLC
|
Oct 15, 2024 Q3 2024 |
321,199
shares
|
$17.9 Million
2.61% of portfolio
|
Q3 2024
Reduced 12.74%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
294,304
shares
|
$16.4 Million
0.04% of portfolio
|
Q3 2024
Reduced 16.45%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Nov 12, 2024 Q3 2024 |
286,656
shares
|
$15.9 Million
6.71% of portfolio
|
Q3 2024
Added 24.36%
|
|
|
Sage Advisory Services, Ltd.Co.
|
Nov 04, 2024 Q3 2024 |
271,430
shares
|
$15.1 Million
3.84% of portfolio
|
Q2 2024
Added 2.22%
|