Institutional Ownership Invesco Exchange Traded Self I (OMFS)
This table provides information about the institutional ownership of Invesco Exchange Traded Self I (OMFS). We have compiled data on the 75 institutions that hold shares in the stock, with a total of 5.95 Million shares, which have been reported (via 13F filing form) to have a value of $253 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
17,225
shares
|
$731,545
0.03% of portfolio
|
Q1 2023
Reduced 59.47%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
16,756
shares
|
$711,627
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
16,136
shares
|
$685,295
0.02% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
13,999
shares
|
$594,537
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
13,372
shares
|
$567,908
0.0% of portfolio
|
Q2 2025
Reduced 8.99%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
13,098
shares
|
$556,272
0.0% of portfolio
|
Q2 2025
Reduced 62.86%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
12,976
shares
|
$551,090
0.01% of portfolio
|
Q3 2025
Added 452.41%
|
|
|
Graney & King, LLC
Latham, NY |
Nov 12, 2025 Q3 2025 |
12,860
shares
|
$546,164
0.39% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
12,840
shares
|
$545,314
0.0% of portfolio
|
Q3 2025
Added 9.5%
|
|
|
E Rn Financial, LLC
|
Oct 30, 2025 Q3 2025 |
12,683
shares
|
$538,647
0.11% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
12,467
shares
|
$529,473
0.0% of portfolio
|
Q3 2025
Reduced 32.95%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
11,508
shares
|
$488,744
0.02% of portfolio
|
Q3 2025
Reduced 44.47%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
11,433
shares
|
$485,559
0.0% of portfolio
|
Q3 2025
Reduced 39.09%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
10,722
shares
|
$455,363
0.02% of portfolio
|
Q3 2025
Reduced 3.79%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
10,707
shares
|
$454,726
0.0% of portfolio
|
Q3 2025
Reduced 3.71%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
10,221
shares
|
$434,085
0.0% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
10,072
shares
|
$427,757
0.01% of portfolio
|
Q3 2025
Reduced 17.3%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
9,425
shares
|
$400,279
0.0% of portfolio
|
Q3 2025
Added 8.97%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
8,901
shares
|
$378,025
0.0% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Oct 10, 2025 Q3 2025 |
8,100
shares
|
$344,007
0.06% of portfolio
|
Q3 2025
Reduced 34.35%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
7,898
shares
|
$335,428
0.01% of portfolio
|
Q1 2024
Reduced 3.61%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
6,255
shares
|
$265,649
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Nov 12, 2025 Q3 2025 |
5,808
shares
|
$246,665
0.16% of portfolio
|
Q2 2025
Reduced 7.1%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
5,000
shares
|
$212,350
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
4,899
shares
|
$208,060
0.01% of portfolio
|
Q3 2025
Reduced 84.2%
|
|