Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exch Trd Slf Idx Fd (OMFS)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
2Q ▼
Buyers last Q
42%

Smart Money Signals — OMFS

Based on 56 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their OMFS 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 — 89% of 3.0Y peak

89% of all-time peak
56 funds currently hold this stock — 89% of the 3.0-year high of 63 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 8% fewer funds vs a year ago

fund count last 6Q
5 fewer hedge funds hold OMFS compared to a year ago (-8% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 42% buying

23 buying32 selling
Last quarter: 32 funds reduced or exited vs 23 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.
➡️

Steady new buyers — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 12 → 6 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 32% medium ■ 18% new
28 out of 56 hedge funds have held OMFS 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

10 → 7 → 12 → 6 → 7 new funds/Q
New funds entering each quarter: 7 → 12 → 6 → 7. OMFS 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 — 59% veterans vs 21% newcomers

■ 59% veterans ■ 20% 1-2yr ■ 21% new
Entry-cohort mix of 56 holders: 33 (59%) are 2+ year veterans, 11 entered 1–2 years ago, and 12 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 74% AUM from top-100 funds

74% from top-100 AUM funds
13 of 56 holders are among the 100 largest funds by AUM, controlling 74% of total institutional value in OMFS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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 — OMFS

In 2026 Q1, 23 hedge funds were net buyers of OMFS (7 opened a new position, 16 added to an existing one), while 32 reduced or exited (24 trimmed, 8 sold completely) — a 42% buyer ratio, indicating roughly balanced activity. Net selling has persisted for two consecutive quarters. 74% of total institutional value in OMFS is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 56.

Hedge Fund Ownership: OMFS

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

Market Analysis: OMFS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: OMFS

-- --

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

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

Signal Freshness measures how much OMFS 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
OMFS
+15.3%
SPY
+15.1%

OMFS outperformed SPY by +0.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 38d ago
OMFS
+4.9%
SPY
+1.3%

Since the filing became public, OMFS outperformed SPY by +3.6% .

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.

3 top-rated funds 1 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: OMFS
56 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 56 57 -1.75%
13F Shares 5M 5M -5.52%
Total Value $199M $228M -12.65%
New Positions 7 6 +1
Increased Positions 16 17 -1
Closed Positions 8 12 -4
Reduced Positions 24 21 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: OMFS

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

56 + investors

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

QUARTER:
Top 25 OMFS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Solano Wealth Investment Advisors LLC 2.15% 95,185 $4.3M
2 Empirical Asset Management, LLC 0.41% 34,040 $1.5M
3 Graney & King, LLC 0.31% 12,902 $584K
4 Proactive Wealth Strategies LLC 0.27% 31,661 $1.4M
5 First Command Advisory Services, Inc. 0.14% 475,064 $21.5M
6 Traction Financial Partners, LLC 0.13% 4,639 $210K
7 ERn Financial, LLC 0.11% 12,612 $571K
8 IHT Wealth Management, LLC 0.06% 59,758 $2.7M
9 Orrstown Financial Services Inc 0.06% 7,500 $339K
10 Richmond Investment Services, LLC 0.03% 4,476 $203K
11 Brooklyn Investment Group 0.03% 20,036 $907K
12 Ameriflex Group, INC. 0.03% 1,138 $52K
13 Mgo One Seven LLC 0.01% 16,086 $728K
14 LPL Financial LLC 0.01% 723,914 $32.8M
15 Apella Capital, LLC 0.01% 8,557 $425K
16 EverSource Wealth Advisors, LLC 0.01% 2,338 $168K
17 Western Wealth Management, LLC 0.00% 2,985 $135K
18 Independent Advisor Alliance 0.00% 10,014 $453K
19 Private Advisor Group, LLC 0.00% 19,920 $902K
20 Equitable Holdings, Inc. 0.00% 11,210 $499K
21 Arax Advisory Partners 0.00% 2,356 $107K
22 Mml Investors Services, LLC 0.00% 20,617 $933K
23 Raymond James Financial Inc 0.00% 179,006 $8.1M
24 Concurrent Investment Advisors, LLC 0.00% 4,978 $225K
25 Commonwealth Equity Services, LLC 0.00% 31,138 $1.4M
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 (OMFS)

What does the Smart Money Trend signal show for OMFS?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their OMFS 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 OMFS?

More sellers than buyers — 42% buying: Last quarter: 32 funds reduced or exited vs 23 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 OMFS holders?

Elite ownership — 74% AUM from top-100 funds: 13 of 56 holders are among the 100 largest funds by AUM, controlling 74% of total institutional value in OMFS. 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 OMFS?

50% of holders stayed for 2+ years: 28 out of 56 hedge funds have held OMFS 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 (OMFS) following the 2026 Q1 hedge fund 13F filings?

As of today, OMFS has moved +4.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of +3.6%. Since the quarter end (March 31, 2026), OMFS has gained +15.3% 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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