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 74.3 Million shares, which have been reported (via 13F filing form) to have a value of $4.28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
43,516
shares
|
$2.51 Million
0.06% of portfolio
|
Q1 2025
Reduced 11.01%
|
|
|
Defined Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
41,995
shares
|
$2.42 Million
1.56% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
41,520
shares
|
$2.39 Million
0.14% of portfolio
|
Q1 2025
Reduced 5.1%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
41,149
shares
|
$2.37 Million
0.04% of portfolio
|
Q1 2025
Added 57.51%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
41,031
shares
|
$2.37 Million
0.63% of portfolio
|
Q1 2025
Reduced 9.06%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
40,418
shares
|
$2.33 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.9%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
May 08, 2025 Q1 2025 |
40,078
shares
|
$2.31 Million
1.05% of portfolio
|
Q1 2025
Reduced 6.21%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
39,950
shares
|
$2.3 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
39,795
shares
|
$2.29 Million
0.63% of portfolio
|
Q1 2025
Reduced 45.69%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
39,411
shares
|
$2.27 Million
0.17% of portfolio
|
Q1 2025
Reduced 34.14%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
May 14, 2025 Q1 2025 |
39,151
shares
|
$2.26 Million
0.65% of portfolio
|
Q1 2025
Reduced 38.94%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
36,214
shares
|
$2.09 Million
0.0% of portfolio
|
Q1 2025
Reduced 15.49%
|
|
|
Archford Capital Strategies, LLC
|
Apr 23, 2025 Q1 2025 |
36,078
shares
|
$2.08 Million
0.3% of portfolio
|
Q1 2025
Reduced 80.78%
|
|
|
Valued Retirements, Inc.
Houston, TX |
May 07, 2025 Q1 2025 |
35,678
shares
|
$2.06 Million
2.5% of portfolio
|
Q3 2024
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
35,528
shares
|
$2.05 Million
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
35,480
shares
|
$2.05 Million
0.01% of portfolio
|
Q4 2024
Reduced 10.48%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
32,548
shares
|
$1.88 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
31,990
shares
|
$1.84 Million
0.12% of portfolio
|
Q1 2025
Reduced 7.09%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
May 06, 2025 Q1 2025 |
31,113
shares
|
$1.79 Million
0.79% of portfolio
|
Q1 2025
Reduced 9.64%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
May 15, 2025 Q1 2025 |
30,828
shares
|
$1.78 Million
0.4% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Apr 25, 2025 Q1 2025 |
30,609
shares
|
$1.76 Million
1.4% of portfolio
|
Q1 2025
Reduced 88.25%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
May 14, 2025 Q1 2025 |
29,903
shares
|
$1.72 Million
1.53% of portfolio
|
Q1 2025
Reduced 20.2%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
28,484
shares
|
$1.64 Million
0.15% of portfolio
|
Q1 2025
Added 9.87%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
28,190
shares
|
$1.63 Million
0.04% of portfolio
|
Q1 2025
Reduced 5.77%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
28,132
shares
|
$1.62 Million
0.0% of portfolio
|
Q1 2025
Added 5.08%
|