Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ETF Ser Solutions (OPER)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
50%

Smart Money Signals — OPER

Based on 22 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
📊

High ownership — 81% of 3.0Y peak

81% of all-time peak
22 funds currently hold this stock — 81% of the 3.0-year high of 27 funds (reached 2023 Q4). 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 OPER is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 50% buying

12 buying12 selling
Last quarter: 12 funds bought or added vs 12 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~6 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 2 → 4 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 18% medium ■ 14% new
15 out of 22 hedge funds have held OPER 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.
➡️

Steady discovery — ~6 new funds/quarter

3 → 3 → 2 → 4 → 6 new funds/Q
New funds entering each quarter: 3 → 2 → 4 → 6. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 82% veterans vs 14% newcomers

■ 82% veterans ■ 5% 1-2yr ■ 14% new
Entry-cohort mix of 22 holders: 18 (82%) are 2+ year veterans, 1 entered 1–2 years ago, and 3 (14%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 21% AUM from major funds

21% from top-100 AUM funds
5 of 22 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.5
out of 10
Low Exit Risk
Exit risk score 2.5/10 — 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.

Institutional Sentiment Summary — OPER

In 2026 Q1, 12 hedge funds were net buyers of OPER (6 opened a new position, 6 added to an existing one), while 12 reduced or exited (6 trimmed, 6 sold completely) — a 50% buyer ratio, indicating a slight buying edge. 21% of total institutional value in OPER is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 22.

Hedge Fund Ownership: OPER

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

Market Analysis: OPER

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: OPER

-- --

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

Is It Too Late to Buy ETF Ser Solutions (OPER) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much OPER 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 · 78d ago
OPER
+0.1%
SPY
+15.9%

OPER outperformed SPY by -15.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
OPER
+-0.0%
SPY
+2.0%

Since the filing became public, OPER outperformed SPY by -2.0% .

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.

0 top-rated funds 1 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: OPER
22 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 22 22 -
13F Shares 1M 688K 90.79%
Total Value $131M $69M 90.89%
New Positions 6 4 +2
Increased Positions 6 6 -
Closed Positions 6 3 +3
Reduced Positions 6 11 -5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: OPER

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

22 + investors

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

QUARTER:
Top 22 OPER holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Spartan Planning & Wealth Management 4.21% 56,818 $5.7M
2 Blueprint Investment Partners LLC 3.01% 294,979 $29.5M
3 Blueprint Financial Advisors LLC 2.24% 151,141 $15.1M
4 U.S. Capital Wealth Advisors, LLC 0.74% 293,739 $29.4M
5 Teramo Advisors, LLC 0.42% 20,000 $2.0M
6 Signet Financial Management, LLC 0.40% 35,361 $3.5M
7 Silver Oak Securities, Incorporated 0.26% 35,480 $3.6M
8 Platform Technology Partners 0.20% 10,225 $1.0M
9 Insight Wealth Partners, LLC 0.14% 9,986 $999K
10 Apollon Wealth Management, LLC 0.13% 77,151 $7.7M
11 Prosperity Financial Group, Inc. 0.11% 3,047 $305K
12 Legacy Financial Group, INC. 0.06% 2,286 $229K
13 Summit Financial, LLC 0.04% 34,976 $3.5M
14 Magnus Financial Group LLC 0.04% 5,415 $542K
15 Retirement Planning Group, LLC 0.01% 3,086 $309K
16 Envestnet Asset Management Inc 0.01% 264,680 $26.5M
17 Colonial Trust Co / SC 0.01% 473 $47K
18 LPL Financial LLC 0.00% 7,147 $715K
19 Susquehanna International Group, LLP 0.00% 6,459 $646K
20 AE Wealth Management LLC 0.00% 37 $4K
21 Royal Bank of Canada 0.00% 295 $30K
22 Morgan Stanley 0.00% 1 —
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 — ETF Ser Solutions (OPER)

What does the Smart Money Trend signal show for OPER?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for OPER?

Slight buying edge — 50% buying: Last quarter: 12 funds bought or added vs 12 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for OPER holders?

Strong quality — 21% AUM from major funds: 5 of 22 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held OPER?

68% of holders stayed for 2+ years: 15 out of 22 hedge funds have held OPER 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 ETF Ser Solutions (OPER) following the 2026 Q1 hedge fund 13F filings?

As of today, OPER has moved +-0.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of -2.0%. Since the quarter end (March 31, 2026), OPER has gained +0.1% vs +15.9% 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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