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
↑ +29
Streak
1Q ▲
Buyers last Q
49%

Smart Money Signals — OMFL

Based on 270 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 (98% of max)

98% of all-time peak
270 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 (+5 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 49% buying

122 buying128 selling
Last quarter: 128 funds reduced or exited vs 122 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 (+27 vs last Q)

new funds entering per quarter
Funds opening a new OMFL position: 21 → 25 → 19 → 46. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 26% medium ■ 17% new
153 out of 270 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

42 → 21 → 25 → 19 → 46 new funds/Q
New funds entering each quarter: 21 → 25 → 19 → 46. A growing number of institutions are discovering OMFL each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 51% of holders stayed 2+ years

■ 51% veterans ■ 25% 1-2yr ■ 23% new
Of 270 current holders: 139 (51%) 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 — 60% AUM from top-100 funds

60% from top-100 AUM funds
25 of 270 holders are among the 100 largest funds by AUM, controlling 60% 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.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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 — OMFL

In 2025 Q4, 122 hedge funds were net buyers of OMFL (46 opened a new position, 76 added to an existing one), while 128 reduced or exited (111 trimmed, 17 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. 60% of total institutional value in OMFL is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +29 funds (more new holders than closures). Total institutional holders: 270.

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

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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 4 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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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.

QUARTER:
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 LM Advisors LLC 9.41% 35,725 $595K
3 Daner Wealth Management, LLC 8.90% 225,476 $15.1M
4 Financial Designs Corp 7.75% 231,466 $13.9M
5 Solano Wealth Investment Advisors LLC 3.86% 128,750 $7.7M
6 Arizona PSPRS Trust 3.64% 1,643,444 $98.8M
7 DAIDO LIFE INSURANCE CO 3.57% 403,056 $24K
8 Centerpoint Advisory Group 2.99% 65,966 $4.0M
9 Financial Enhancement Group LLC 2.77% 343,898 $22.4M
10 WALLER FINANCIAL PLANNING GROUP, INC 2.61% 196,483 $11.8M
11 Valued Retirements, Inc. 2.09% 35,523 $2.1M
12 BALDWIN WEALTH PARTNERS LLC/MA 1.92% 439,187 $26.4M
13 ERn Financial, LLC 1.61% 142,431 $8.6M
14 DEFINED WEALTH MANAGEMENT, LLC 1.47% 41,828 $2.5M
15 Asset Allocation Strategies LLC 1.17% 109,695 $6.6M
16 MUIRFIELD WEALTH ADVISORS LLC 1.17% 26,388 $1.6M
17 ORBA Wealth Advisors, L.L.C. 1.12% 15,600 $938K
18 Selby Wealth Management, LLC 1.01% 42,628 $2.6M
19 HBK Sorce Advisory LLC 0.99% 744,720 $50.1M
20 PAX Financial Group, LLC 0.97% 94,797 $5.7M
21 Longview Financial Advisors, Inc. 0.89% 24,355 $1.5M
22 IHT Wealth Management, LLC 0.87% 620,816 $37.3M
23 RPg Family Wealth Advisory, LLC 0.78% 62,197 $3.7M
24 RETIREMENT PLANNING GROUP, LLC / NY 0.74% 19,048 $1.1M
25 Gladstone Institutional Advisory LLC 0.71% 319,597 $19.2M
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: 128 funds reduced or exited vs 122 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 — 60% AUM from top-100 funds: 25 of 270 holders are among the 100 largest funds by AUM, controlling 60% 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?

57% of holders stayed for 2+ years: 153 out of 270 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.