OMFL Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Invesco Exch Trd Slf Idx Fd (OMFL) following the 2026 Q2 hedge fund 13F filings?

As of today, OMFL has moved -1.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.7% for the SPY sector ETF — an outperformance of -0.3%. Since the quarter end (June 30, 2026), OMFL gained +2.7% vs +3.3% 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.

Invesco Exch Trd Slf Idx Fd (OMFL)

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

Smart Money Signals — OMFL

Based on 273 hedge funds · latest filing: 2026 Q2 · 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 (99% of max)

99% of all-time peak

273 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.

📶

Steady growth — +5% more funds vs a year ago

fund count last 6Q

+12 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction. The peak was reached in just 3 quarters from the low — a sharp move.

🟠

More sellers than buyers — 49% buying

123 buying127 selling

Last quarter: 127 funds reduced or exited vs 123 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 (+13 vs last Q)

new funds entering per quarter

Funds opening a new OMFL position: 19 → 47 → 21 → 34. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 22% medium ■ 17% new

166 out of 273 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.

📊

Peak discovery — momentum slowing

26 → 19 → 47 → 21 → 34 new funds/Q

New funds entering each quarter: 19 → 47 → 21 → 34. OMFL is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.

🏛️

Veteran-anchored — 62% veterans vs 20% newcomers

■ 62% veterans ■ 19% 1-2yr ■ 20% new

Entry-cohort mix of 273 holders: 168 (62%) are 2+ year veterans, 51 entered 1–2 years ago, and 54 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 59% AUM from top-100 funds

59% from top-100 AUM funds

25 of 272 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.

3.5

out of 10

Low Exit Risk

Exit risk score 3.5/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	270	258	4.65%
13F Shares	55M	55M	-0.55%
Total Value	$3.67B	$3.27B	12.31%
New Positions	32	21	+11
Increased Positions	89	81	+8
Closed Positions	19	34	-15
Reduced Positions	108	117	-9
Total Calls	0	1	-100.0%
Total Puts	1	1	-
PUT/CALL Ratio	0.0	1.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

270

258

4.65%

13F Shares

55M

-0.55%

Total Value

$3.67B

$3.27B

12.31%

New Positions

+11

Increased Positions

Closed Positions

-15

Reduced Positions

108

117

-9

Total Calls

-100.0%

Total Puts

PUT/CALL Ratio

0.0

1.0

Bullish

Institutional Holders (2026 Q2)

270 + 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:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 OMFL holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Balentine LLC	12.72%	5,220,224	$357.8M
2	Curry Webb Wealth Management LLC	8.68%	305,807	$21.0M
3	Daner Wealth Management, LLC	8.56%	220,990	$15.8M
4	Financial Designs Corp	8.36%	227,556	$15.6M
5	Mw Advisory, LLC	6.61%	241,529	$16.6M
6	Arizona PSPRS Trust	4.21%	1,647,064	$112.9M
7	Ashton Thomas Securities, LLC	4.11%	406,570	$27.9M
8	Solano Wealth Investment Advisors LLC	3.98%	127,571	$8.7M
9	Financial Enhancement Group LLC	2.99%	365,652	$25.1M
10	Centerpoint Advisory Group	2.83%	65,197	$4.5M
11	Waller Financial Planning Group, Inc	2.57%	182,037	$12.5M
12	Valued Retirements, Inc.	1.92%	31,130	$2.1M
13	Baldwin Wealth Partners LLC/Ma	1.85%	412,246	$28.3M
14	Foguth Wealth Management, LLC.	1.61%	206,683	$14.2M
15	ERn Financial, LLC	1.52%	133,689	$9.2M
16	Defined Wealth Management, LLC	1.43%	40,603	$2.8M
17	Asset Allocation Strategies LLC	1.19%	113,000	$7.7M
18	Muirfield Wealth Advisors LLC	1.17%	26,168	$1.8M
19	IHT Wealth Management, LLC	1.05%	716,998	$49.1M
20	Selby Wealth Management, LLC	1.01%	41,505	$2.8M
21	Longview Financial Advisors, Inc.	0.97%	24,211	$1.7M
22	HBK Sorce Advisory LLC	0.97%	721,672	$51.1M
23	PAX Financial Group, LLC	0.95%	93,467	$6.4M
24	RPg Family Wealth Advisory, LLC	0.89%	62,586	$4.3M
25	IFG Advisory, LLC	0.86%	359,396	$24.6M

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: 127 funds reduced or exited vs 123 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: 25 of 272 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?

61% of holders stayed for 2+ years: 166 out of 273 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 Q2 hedge fund 13F filings?

As of today, OMFL has moved -1.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.7% for the SPY sector ETF — an outperformance of -0.3%. Since the quarter end (June 30, 2026), OMFL has gained +2.7% vs +3.3% 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.

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Invesco Exch Trd Slf Idx Fd (OMFL)

Smart Money Signals — OMFL

Buying streak — 1 quarter in a row

At the ownership peak (99% of max)

Steady growth — +5% more funds vs a year ago

More sellers than buyers — 49% buying

More new buyers each quarter (+13 vs last Q)

61% of holders stayed for 2+ years

Peak discovery — momentum slowing

Veteran-anchored — 62% veterans vs 20% newcomers

Elite ownership — 59% AUM from top-100 funds

Institutional Sentiment Summary — OMFL

Hedge Fund Ownership: OMFL

Market Analysis: OMFL

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: OMFL

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

Hedge Fund Positioning: OMFL

Statistics: OMFL

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

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

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