Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exch Trd Slf Idx Fd (OMFL)

254 + Investors. Track Smart Money conviction in OMFL. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -12
Streak
1Q ▼
Buyers last Q
40%

Smart Money Signals — OMFL

Based on 258 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their OMFL positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 94% of 3.0Y peak

94% of all-time peak
258 funds currently hold this stock — 94% of the 3.0-year high of 275 funds (reached 2024 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding OMFL is almost the same as a year ago (+1 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 40% buying

102 buying151 selling
Last quarter: 151 funds reduced or exited vs 102 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-25 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 25 → 19 → 46 → 21. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 26% medium ■ 16% new
150 out of 258 hedge funds have held OMFL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
🚀

Acceleration phase — new buyers rushing in

21 → 25 → 19 → 46 → 21 new funds/Q
New funds entering each quarter: 25 → 19 → 46 → 21. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 59% veterans vs 15% newcomers

■ 59% veterans ■ 25% 1-2yr ■ 15% new
Entry-cohort mix of 259 holders: 154 (59%) are 2+ year veterans, 66 entered 1–2 years ago, and 39 (15%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 62% AUM from top-100 funds

62% from top-100 AUM funds
24 of 257 holders are among the 100 largest funds by AUM, controlling 62% of total institutional value in OMFL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — OMFL

In 2026 Q1, 102 hedge funds were net buyers of OMFL (21 opened a new position, 81 added to an existing one), while 151 reduced or exited (118 trimmed, 33 sold completely) — a 40% buyer ratio, indicating roughly balanced activity. 62% of total institutional value in OMFL is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -12 funds (more exits than new entries). Total institutional holders: 258.

Hedge Fund Ownership: OMFL

How many hedge funds hold OMFL — quarterly history vs. share price
Quarterly hedge fund ownership of OMFL vs. share price

Market Analysis: OMFL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: OMFL

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Invesco Exch Trd Slf Idx Fd (OMFL) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much OMFL has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 83d ago
OMFL
+14.0%
SPY
+15.1%

OMFL outperformed SPY by -1.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 38d ago
OMFL
+2.0%
SPY
+1.3%

Since the filing became public, OMFL outperformed SPY by +0.7% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 6 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: OMFL
254 + Investors

Track Smart Money conviction in OMFL. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 254 270 -5.93%
13F Shares 55M 60M -8.38%
Total Value $3.24B $3.63B -10.62%
New Positions 19 46 -27
Increased Positions 81 76 +5
Closed Positions 35 17 +18
Reduced Positions 115 111 +4
Total Calls 1 1 -
Total Puts 1 0 100%
PUT/CALL Ratio 1.0 0.0 Neutral

Statistics: OMFL

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

254 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in OMFL. Verified SEC 13F-HR filings.

QUARTER:
Top 25 OMFL holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Balentine LLC 12.55% 5,180,692 $311.5M
2 Daner Wealth Management, LLC 8.90% 225,476 $15.1M
3 Curry Webb Wealth Management LLC 7.85% 276,426 $16.6M
4 Financial Designs Corp 7.75% 231,466 $13.9M
5 Solano Wealth Investment Advisors LLC 3.86% 128,750 $7.7M
6 Arizona PSPRS Trust 3.64% 1,643,444 $98.8M
7 Centerpoint Advisory Group 2.99% 65,966 $4.0M
8 Ashton Thomas Securities, LLC 2.94% 390,020 $23.4M
9 Financial Enhancement Group LLC 2.77% 343,898 $22.4M
10 Waller Financial Planning Group, Inc 2.61% 196,483 $11.8M
11 Valued Retirements, Inc. 2.09% 35,523 $2.1M
12 Baldwin Wealth Partners LLC/Ma 1.92% 439,187 $26.4M
13 ERn Financial, LLC 1.61% 142,431 $8.6M
14 Defined Wealth Management, LLC 1.47% 41,828 $2.5M
15 Asset Allocation Strategies LLC 1.17% 109,695 $6.6M
16 Muirfield Wealth Advisors LLC 1.17% 26,388 $1.6M
17 ORBA Wealth Advisors, L.L.C. 1.12% 15,600 $938K
18 Selby Wealth Management, LLC 1.01% 42,628 $2.6M
19 Foguth Wealth Management, LLC. 1.00% 125,263 $8.6M
20 HBK Sorce Advisory LLC 0.99% 744,720 $50.1M
21 PAX Financial Group, LLC 0.97% 94,797 $5.7M
22 Longview Financial Advisors, Inc. 0.89% 24,355 $1.5M
23 IHT Wealth Management, LLC 0.87% 620,816 $37.3M
24 RPg Family Wealth Advisory, LLC 0.78% 62,197 $3.7M
25 Retirement Planning Group, LLC / Ny 0.74% 19,048 $1.1M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Invesco Exch Trd Slf Idx Fd (OMFL)

What does the Smart Money Trend signal show for OMFL?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their OMFL positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for OMFL?

More sellers than buyers — 40% buying: Last quarter: 151 funds reduced or exited vs 102 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for OMFL holders?

Elite ownership — 62% AUM from top-100 funds: 24 of 257 holders are among the 100 largest funds by AUM, controlling 62% of total institutional value in OMFL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held OMFL?

58% of holders stayed for 2+ years: 150 out of 258 hedge funds have held OMFL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Invesco Exch Trd Slf Idx Fd (OMFL) following the 2026 Q1 hedge fund 13F filings?

As of today, OMFL has moved +2.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of +0.7%. Since the quarter end (March 31, 2026), OMFL has gained +14.0% vs +15.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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