INVESCO EXCH TRD SLF IDX FD

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OMFL·46138J619·US·ETF-13D/G

OMFL institutional ownership changes in Q2 2026: 38 institutions opened or added positions, 36 trimmed or exited. OMFL (INVESCO EXCH TRD SLF IDX FD) is held by 76 institutional investors as of Q2 2026. Top institutional shareholders: Invesco Ltd. ($1B), MORGAN STANLEY ($277.9M), Bank of New York Mellon Corp ($257.1M). Net institutional sentiment: Mixed.

76

Holders

(12 Elite)

$2.5B

Total Value

51% (74)

Consensus

38 buying - 36 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)59

Insider (Form 4)29

Activist (13D/13G)53

Congressional (STOCK Act)70

Holder Quality

37

★★★★★

Elite

25

★★★★

Strong

45

★★★

Solid

83

★★

Below

42

★

Weak

Held by 76 funds

12 elite

Who's Trading

Source dates: Price Oct 21, 2026 · Insiders none · Activists Aug 13, 2026 · Congress none

ActivistInvesco Ltd.21.9%Aug 13, 2026

ActivistInvesco Ltd.24.2%May 6, 2026

View all activist filings

Top Holders

Top Holders (76)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Invesco Ltd.	Decreased	15M(-10.3%)	$1B	0.1%	+88.19%	0
MORGAN STANLEY	Decreased	4.1M(-7.8%)	$277.9M	0.0%	+37.69%	0
Bank of New York Mellon Corp	Increased	3.8M(+1.1%)	$257.1M	0.0%	+38.15%	31
LPL Financial LLC	Decreased	2.6M(-2.1%)	$181.3M	0.0%	+64.60%	0
BANK OF AMERICA CORP /DE/	Decreased	1.7M(-12.7%)	$115.7M	0.0%	+45.79%	0
CI INVESTMENTS INC.	New	1.3M	$90.9M	0.3%	+3.84%	49
UBS Group AG	Increased	1.2M(+2.8%)	$81M	0.0%	+45.58%	31
Mariner, LLC	Decreased	786,924(-6.7%)	$53.9M	0.1%	+35.72%	0
WELLS FARGO & COMPANY/MN	Decreased	651,000(-5.2%)	$44.6M	0.0%	+56.42%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	626,158(+0.8%)	$43.3M	0.1%	+53.05%	29
RAYMOND JAMES FINANCIAL INC	Decreased	435,760(-4.4%)	$29.9M	0.0%	+30.87%	0
Kestra Advisory Services, LLC	Increased	410,945(+26.2%)	$28.2M	0.1%	+25.79%	35
ENVESTNET ASSET MANAGEMENT INC	Increased	365,270(+8.2%)	$25M	0.0%	+55.29%	31
Creative Planning	Decreased	326,199(-4.4%)	$22.4M	0.0%	+16.96%	0
JONES FINANCIAL COMPANIES LLLP	Increased	319,382(+2.3%)	$21.5M	0.0%	+32.41%	29
CAPTRUST FINANCIAL ADVISORS	Increased	311,470(+2.6%)	$21.3M	0.0%	+41.78%	29
HighTower Advisors, LLC	Increased	299,186(+12.9%)	$20.5M	0.0%	+20.11%	32
OSAIC HOLDINGS, INC.	Increased	287,641(+8.0%)	$19.7M	0.0%	+52.60%	31
Private Advisor Group, LLC	Increased	271,293(+4.2%)	$18.6M	0.1%	+58.77%	30
IWIntegrated Wealth Concepts LLC	Decreased	237,096(-3.3%)	$16.3M	0.1%	+39.08%	0

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OMFLINVESCO EXCH TRD SLF IDX FD

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer