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 |
|---|---|---|---|---|---|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Apr 08, 2025 Q1 2025 |
82,993
shares
|
$4.62 Million
1.83% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
77,569
shares
|
$4.31 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Apr 22, 2025 Q1 2025 |
75,237
shares
|
$4.18 Million
3.94% of portfolio
|
Q1 2025
Reduced 16.1%
|
|
|
Stringer Asset Management, LLC
Memphis, TN |
Nov 14, 2022 Q3 2022 |
74,003
shares
|
$4.12 Million
7.23% of portfolio
|
Q3 2022
Added 6.58%
|
|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
70,310
shares
|
$3.91 Million
0.35% of portfolio
|
Q1 2025
Reduced 28.08%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
68,286
shares
|
$3.8 Million
0.04% of portfolio
|
Q1 2025
Reduced 12.44%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
May 14, 2025 Q1 2025 |
66,473
shares
|
$3.7 Million
1.1% of portfolio
|
Q1 2025
Reduced 6.66%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
65,482
shares
|
$3.64 Million
0.04% of portfolio
|
Q1 2025
Reduced 23.95%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
63,171
shares
|
$3.51 Million
0.05% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
61,147
shares
|
$3.4 Million
0.13% of portfolio
|
Q1 2025
Reduced 49.61%
|
|
|
John W. Brooker & Co., Cp As
|
Apr 30, 2025 Q1 2025 |
60,921
shares
|
$3.39 Million
1.58% of portfolio
|
Q1 2025
Reduced 4.8%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
59,392
shares
|
$3.3 Million
0.07% of portfolio
|
Q1 2025
Added 629.45%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
58,415
shares
|
$3.25 Million
0.23% of portfolio
|
Q1 2024
Added 0.03%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
56,911
shares
|
$3.16 Million
1.0% of portfolio
|
Q1 2025
Reduced 4.56%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
56,174
shares
|
$3.12 Million
0.31% of portfolio
|
Q1 2025
Reduced 12.04%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
56,143
shares
|
$3.12 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
55,554
shares
|
$3.09 Million
0.1% of portfolio
|
Q1 2025
Reduced 10.95%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Apr 23, 2025 Q1 2025 |
52,252
shares
|
$2.91 Million
1.49% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
51,544
shares
|
$2.87 Million
0.0% of portfolio
|
Q1 2025
Added 31.65%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
51,426
shares
|
$2.86 Million
0.16% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
47,375
shares
|
$2.63 Million
1.27% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
46,842
shares
|
$2.6 Million
0.07% of portfolio
|
Q1 2025
Reduced 32.65%
|
|
|
Advocacy Wealth Management Services, LLC
|
May 06, 2025 Q1 2025 |
46,803
shares
|
$2.6 Million
0.21% of portfolio
|
Q2 2024
Reduced 9.82%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
45,389
shares
|
$2.52 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.25%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
43,813
shares
|
$2.44 Million
0.07% of portfolio
|
Q1 2025
Added 7.01%
|