ETF Ser Solutions (OPER) Hedge Fund Ownership (Q1 2026)

ETF Ser Solutions (OPER)

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

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.

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

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

13F Shares

688K

90.79%

Total Value

$131M

$69M

90.89%

New Positions

Increased Positions

Closed Positions

Reduced Positions

-5

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

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:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 16 OPER holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Spartan Planning & Wealth Management	2.49%	37,329	$3.7M
2	Blueprint Investment Partners LLC	1.24%	148,994	$14.9M
3	Teramo Advisors, LLC	0.38%	20,000	$2.0M
4	Platform Technology Partners	0.23%	14,043	$1.4M
5	Silver Oak Securities, Incorporated	0.22%	35,682	$3.6M
6	Arax Advisory Partners	0.20%	301,756	$30.2M
7	Insight Wealth Partners, LLC	0.13%	9,385	$939K
8	Apollon Wealth Management, LLC	0.09%	72,967	$7.3M
9	Magnus Financial Group LLC	0.09%	12,224	$1.2M
10	Legacy Financial Group, INC.	0.05%	2,286	$229K
11	Summit Financial, LLC	0.04%	34,369	$3.4M
12	Envestnet Asset Management Inc	0.01%	272,382	$27.3M
13	Colonial Trust Co / SC	0.00%	330	$33K
14	LPL Financial LLC	0.00%	2,596	$260K
15	Jpmorgan Chase & Co	0.00%	1,058	$106K
16	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.

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.

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ETF Ser Solutions (OPER)

Smart Money Signals — OPER

No change last quarter

High ownership — 81% of 3.0Y peak

Stable — ownership unchanged year-over-year

Slight buying edge — 50% buying

Steady new buyers — ~6 new funds per quarter

68% of holders stayed for 2+ years

Steady discovery — ~6 new funds/quarter

Veteran-anchored — 82% veterans vs 14% newcomers

Strong quality — 21% AUM from major funds

Institutional Sentiment Summary — OPER

Hedge Fund Ownership: OPER

Market Analysis: OPER

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: OPER

Hedge Fund Positioning: OPER

Statistics: OPER

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — ETF Ser Solutions (OPER)

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