Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INVESCO EXCH TRD SLF IDX FD (IMFL)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
2Q ▲
Buyers last Q
59%

Smart Money Signals — IMFL

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

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added IMFL 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 (100% of max)

100% of all-time peak
56 hedge funds hold IMFL 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.
🚀

Fast accumulation — +27% more funds vs a year ago

fund count last 6Q
+12 new funds entered over the past year (+27% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 59% buying

33 buying23 selling
Last quarter: 33 funds bought or added vs 23 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 — ~9 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 6 → 13 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 32% long-term, 30% new

32% conviction (2yr+) 38% medium 30% new
Of the 56 current holders: 18 (32%) held >2 years, 21 held 1–2 years, and 17 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
➡️

Steady discovery — ~9 new funds/quarter

11 → 9 → 6 → 13 → 9 new funds/Q
New funds entering each quarter: 9 → 6 → 13 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 30% veterans, 45% new entrants

30% veterans 25% 1-2yr 45% new
Of 56 current holders: 17 (30%) held 2+ years, 14 held 1–2 years, 25 (45%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 87% AUM from top-100 funds

87% from top-100 AUM funds
11 of 56 holders are among the 100 largest funds by AUM, controlling 87% of total institutional value in IMFL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — IMFL

In 2026 Q1, 33 hedge funds were net buyers of IMFL (9 opened a new position, 24 added to an existing one), while 23 reduced or exited (15 trimmed, 8 sold completely) — a 59% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 87% of total institutional value in IMFL is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 56.

Hedge Fund Ownership: IMFL

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

Market Analysis: IMFL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IMFL

-- --

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

Is It Too Late to Buy INVESCO EXCH TRD SLF IDX FD (IMFL) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much IMFL 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 · 51d ago
IMFL
+8.8%
SPY
+14.0%

IMFL outperformed SPY by -5.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 6d ago
IMFL
+3.0%
SPY
+0.3%

Since the filing became public, IMFL outperformed SPY by +2.7% .

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.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: IMFL
56 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 56 55 1.82%
13F Shares 24M 18M 36.8%
Total Value $761M $532M 43.05%
New Positions 9 13 -4
Increased Positions 24 27 -3
Closed Positions 8 2 +6
Reduced Positions 15 7 +8
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IMFL

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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 IMFL. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of IMFL — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Stewardship Advisors, LLC 4.07% 559,788 $17.7M
2 ASHTON THOMAS SECURITIES, LLC 1.53% 386,300 $12.2M
3 Total Clarity Wealth Management, Inc. 1.41% 190,008 $6.0M
4 Asset Allocation Strategies LLC 0.70% 124,979 $4.0M
5 FIRETHORN WEALTH PARTNERS, LLC 0.59% 50,429 $1.6M
6 PAX Financial Group, LLC 0.36% 66,610 $2.1M
7 Avestar Capital, LLC 0.36% 175,843 $5.6M
8 Liberty Atlantic Advisors LLC 0.30% 11,133 $352K
9 Geneos Wealth Management Inc. 0.27% 374,081 $11.8M
10 Sequent Planning LLC 0.24% 31,595 $1000K
11 Meridian Financial Advisors, LLC 0.21% 11,900 $377K
12 Alteri Wealth LLC 0.17% 16,371 $518K
13 Horizon Family Wealth, Inc. 0.15% 9,132 $289K
14 Lunt Capital Management, Inc. 0.13% 11,066 $350K
15 Keating Financial Advisory Services, Inc. 0.12% 22,871 $724K
16 Concurrent Investment Advisors, LLC 0.10% 297,565 $9.4M
17 Empirical Asset Management, LLC 0.07% 8,648 $274K
18 Private Advisor Group, LLC 0.07% 457,060 $14.5M
19 MGO ONE SEVEN LLC 0.05% 76,680 $2.4M
20 Signal Advisors Wealth, LLC 0.03% 14,417 $456K
21 WealthPlan Investment Management, LLC 0.03% 14,343 $454K
22 FLAGSHIP HARBOR ADVISORS, LLC 0.02% 17,728 $561K
23 Sowell Financial Services LLC 0.02% 16,699 $528K
24 Simplicity Wealth,LLC 0.02% 9,448 $299K
25 Milestone Investment Advisors LLC 0.02% 2,072 $66K
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 (IMFL)

What does the Smart Money Trend signal show for IMFL?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added IMFL 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 IMFL?

Slight buying edge — 59% buying: Last quarter: 33 funds bought or added vs 23 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 IMFL holders?

Elite ownership — 87% AUM from top-100 funds: 11 of 56 holders are among the 100 largest funds by AUM, controlling 87% of total institutional value in IMFL. 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 IMFL?

Mixed — 32% long-term, 30% new: Of the 56 current holders: 18 (32%) held >2 years, 21 held 1–2 years, and 17 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy INVESCO EXCH TRD SLF IDX FD (IMFL) following the 2026 Q1 hedge fund 13F filings?

As of today, IMFL has moved +3.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of +2.7%. Since the quarter end (March 31, 2026), IMFL has gained +8.8% vs +14.0% 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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