Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exch Trd Slf Idx Fd (OMFS)

60 + 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
↑ +4
Streak
1Q ▲
Buyers last Q
57%

Smart Money Signals — OMFS

Based on 60 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 OMFS 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.
📊

High ownership — 94% of 3.0Y peak

94% of all-time peak
60 funds currently hold this stock — 94% of the 3.0-year high of 64 funds (reached 2025 Q3). 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 OMFS 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 — 57% buying

35 buying26 selling
Last quarter: 35 funds bought or added vs 26 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.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new OMFS position: 12 → 6 → 7 → 14. 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+) ■ 28% medium ■ 15% new
34 out of 60 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.
💰

Price up while funds trimmed (+16% value, -1% shares)

Value
+15%
Shares
-1%
Last quarter: total value of institutional OMFS holdings rose +16% even though funds reduced share count by 1%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📈

Growing discovery — still being found

8 → 12 → 6 → 7 → 14 new funds/Q
New funds entering each quarter: 12 → 6 → 7 → 14. A growing number of institutions are discovering OMFS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 62% veterans vs 22% newcomers

■ 62% veterans ■ 17% 1-2yr ■ 22% new
Entry-cohort mix of 60 holders: 37 (62%) are 2+ year veterans, 10 entered 1–2 years ago, and 13 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 73% AUM from top-100 funds

73% from top-100 AUM funds
12 of 60 holders are among the 100 largest funds by AUM, controlling 73% 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.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — 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 Q2, 35 hedge funds were net buyers of OMFS (14 opened a new position, 21 added to an existing one), while 26 reduced or exited (16 trimmed, 10 sold completely) — a 57% buyer ratio, indicating a slight buying edge. 73% of total institutional value in OMFS is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 60.

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

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

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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
60 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 60 56 7.14%
13F Shares 5M 5M -1.23%
Total Value $231M $199M 15.71%
New Positions 14 7 +7
Increased Positions 21 16 +5
Closed Positions 10 9 +1
Reduced Positions 16 24 -8
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: OMFS

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Institutional Holders (2026 Q2)

60 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Solano Wealth Investment Advisors LLC 2.30% 94,721 $5.1M
2 Empirical Asset Management, LLC 0.42% 35,343 $1.9M
3 Proactive Wealth Strategies LLC 0.27% 31,765 $1.7M
4 Graney & King, LLC 0.25% 12,928 $690K
5 First Command Advisory Services, Inc. 0.13% 416,274 $22.2M
6 Traction Financial Partners, LLC 0.13% 4,639 $247K
7 ERn Financial, LLC 0.11% 12,764 $681K
8 IHT Wealth Management, LLC 0.08% 67,380 $3.6M
9 Orrstown Financial Services Inc 0.04% 5,000 $267K
10 Ameriflex Group, INC. 0.02% 1,138 $61K
11 IFG Advisory, LLC 0.02% 11,463 $611K
12 Mgo One Seven LLC 0.01% 15,994 $853K
13 Nicolet Bankshares Inc 0.01% 6,527 $348K
14 Qrg Capital Management, INC. 0.01% 20,356 $1.1M
15 LPL Financial LLC 0.01% 736,224 $39.3M
16 &Partners 0.01% 28,405 $1.5M
17 Apella Capital, LLC 0.01% 7,987 $423K
18 Birchbrook, INC. 0.01% 228 $12K
19 Private Advisor Group, LLC 0.01% 20,519 $1.1M
20 Equitable Holdings, Inc. 0.00% 10,925 $583K
21 Raymond James Financial Inc 0.00% 185,982 $9.9M
22 Mml Investors Services, LLC 0.00% 21,406 $1.1M
23 Concurrent Investment Advisors, LLC 0.00% 4,982 $266K
24 Concord Wealth Partners 0.00% 366 $20K
25 Commonwealth Equity Services, LLC 0.00% 31,121 $1.7M
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added OMFS 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 OMFS?

Slight buying edge — 57% buying: Last quarter: 35 funds bought or added vs 26 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 OMFS holders?

Elite ownership — 73% AUM from top-100 funds: 12 of 60 holders are among the 100 largest funds by AUM, controlling 73% 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?

57% of holders stayed for 2+ years: 34 out of 60 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.

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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