Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INVESCO EXCH TRD SLF IDX FD (OMFL)

256 + 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
↑ +26
Streak
1Q ▲
Buyers last Q
49%

Smart Money Signals — OMFL

Based on 256 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added OMFL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (95% of max)

95% of all-time peak
256 hedge funds hold OMFL right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

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 (+4 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 49% buying

116 buying121 selling
Last quarter: 121 funds reduced or exited vs 116 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.
📈

More new buyers each quarter (+24 vs last Q)

new funds entering per quarter
Funds opening a new OMFL position: 21 → 24 → 18 → 42. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 25% medium ■ 16% new
149 out of 256 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.
📈

Growing discovery — still being found

33 → 21 → 24 → 18 → 42 new funds/Q
New funds entering each quarter: 21 → 24 → 18 → 42. A growing number of institutions are discovering OMFL each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 53% of holders stayed 2+ years

■ 53% veterans ■ 27% 1-2yr ■ 21% new
Of 256 current holders: 135 (53%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 59% AUM from top-100 funds

59% from top-100 AUM funds
19 of 256 holders are among the 100 largest funds by AUM, controlling 59% 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.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — 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.

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.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

22 top-rated funds 6 high-conviction
Consensus
5.9
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: OMFL
2026 Q1 Stats Unlock in 13 days 256 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 256 230 11.3%
13F Shares 59M 65M -9.29%
Total Value $3.62B $3.94B -8.16%
New Positions 42 18 +24
Increased Positions 74 75 -1
Closed Positions 16 34 -18
Reduced Positions 105 106 -1
Total Calls 1 0 100%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: OMFL

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Valuation Measures Data as of: --

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Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

256 + investors

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

Top 25 institutional holders of OMFL — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Balentine LLC 12.55% 5,180,692 $311.5M
2 Financial Designs Corp 7.75% 231,466 $13.9M
3 Arizona PSPRS Trust 3.64% 1,643,444 $98.8M
4 Centerpoint Advisory Group 2.99% 65,966 $4.0M
5 Financial Enhancement Group LLC 2.77% 343,898 $22.4M
6 WALLER FINANCIAL PLANNING GROUP, INC 2.61% 196,483 $11.8M
7 BALDWIN WEALTH PARTNERS LLC/MA 1.92% 439,187 $26.4M
8 ERn Financial, LLC 1.61% 142,431 $8.6M
9 DEFINED WEALTH MANAGEMENT, LLC 1.47% 41,828 $2.5M
10 Asset Allocation Strategies LLC 1.17% 109,695 $6.6M
11 MUIRFIELD WEALTH ADVISORS LLC 1.17% 26,388 $1.6M
12 ORBA Wealth Advisors, L.L.C. 1.12% 15,600 $938K
13 Selby Wealth Management, LLC 1.01% 42,628 $2.6M
14 PAX Financial Group, LLC 0.97% 94,797 $5.7M
15 Longview Financial Advisors, Inc. 0.89% 24,355 $1.5M
16 RETIREMENT PLANNING GROUP, LLC / NY 0.74% 19,048 $1.1M
17 Colonial River Investments, LLC 0.69% 32,014 $1.9M
18 ORRSTOWN FINANCIAL SERVICES INC 0.62% 61,483 $3.7M
19 Williams & Novak, LLC 0.61% 13,367 $811K
20 Proactive Wealth Strategies LLC 0.57% 50,069 $3.0M
21 Liberty Atlantic Advisors LLC 0.53% 10,327 $621K
22 Sequent Planning LLC 0.46% 31,978 $1.9M
23 John W. Brooker & Co., CPAs 0.42% 4,468 $269K
24 JOURNEY STRATEGIC WEALTH LLC 0.42% 283,384 $17.0M
25 CAP Partners, LLC 0.40% 11,772 $708K
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added OMFL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for OMFL?

More sellers than buyers — 49% buying: Last quarter: 121 funds reduced or exited vs 116 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 — 59% AUM from top-100 funds: 19 of 256 holders are among the 100 largest funds by AUM, controlling 59% 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: 149 out of 256 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.

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.