Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INVESCO EXCH TRD SLF IDX FD (BSMQ)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
1Q ▲
Buyers last Q
70%

Smart Money Signals — BSMQ

Based on 137 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 BSMQ 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
137 hedge funds hold BSMQ 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.
📶

Steady growth — +19% more funds vs a year ago

fund count last 6Q
+22 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 70% buying

84 buying36 selling
Last quarter: 84 funds were net buyers (15 opened a brand new position + 69 added to an existing one). Only 36 were sellers (28 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new BSMQ position: 17 → 15 → 9 → 15. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

44% of holders stayed for 2+ years

■ 44% conviction (2yr+) ■ 38% medium ■ 18% new
60 out of 137 hedge funds have held BSMQ 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.
📊

Peak discovery — momentum slowing

22 → 17 → 15 → 9 → 15 new funds/Q
New funds entering each quarter: 17 → 15 → 9 → 15. BSMQ is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 42% of holders stayed 2+ years

■ 42% veterans ■ 26% 1-2yr ■ 31% new
Of 137 current holders: 58 (42%) 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.
✅

Strong quality — 38% AUM from major funds

38% from top-100 AUM funds
14 of 137 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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.

Hedge Fund Ownership: BSMQ

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

Market Analysis: BSMQ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BSMQ

-- --

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.

9 top-rated funds 1 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: BSMQ
2026 Q1 Stats Unlock in 11 days 137 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 137 130 5.38%
13F Shares 9M 8M 4.46%
Total Value $201M $192M 4.71%
New Positions 15 9 +6
Increased Positions 69 64 +5
Closed Positions 8 11 -3
Reduced Positions 28 31 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BSMQ

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

137 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BSMQ. Verified SEC 13F-HR filings.

Top 25 institutional holders of BSMQ — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Farnam Financial LLC 1.15% 58,923 $1.4M
2 Key FInancial Inc 0.81% 193,618 $4.6M
3 PRECEDENT WEALTH PARTNERS, LLC 0.59% 125,313 $3.0M
4 Paulson Wealth Management Inc. 0.41% 73,637 $1.7M
5 Opus Financial Solutions LLC 0.36% 16,203 $383K
6 Horizons Wealth Management 0.35% 22,863 $540K
7 WESPAC Advisors, LLC 0.34% 26,036 $615K
8 MONECO ADVISORS, LLC 0.28% 154,755 $3.7M
9 Cooksen Wealth, LLC 0.25% 14,776 $349K
10 MEMBERS WEALTH LLC 0.24% 17,311 $408K
11 VOISARD ASSET MANAGEMENT GROUP, INC. 0.24% 47,174 $1.1M
12 MACROVIEW INVESTMENT MANAGEMENT LLC 0.23% 14,141 $334K
13 Horizon Family Wealth, Inc. 0.23% 18,043 $426K
14 Tassel Capital Management, Inc. 0.21% 16,674 $394K
15 Opulen Financial Group LLC 0.21% 12,862 $304K
16 Invariant Investment Management 0.21% 14,137 $334K
17 Astoria Portfolio Advisors LLC. 0.20% 40,529 $955K
18 OneAscent Financial Services LLC 0.20% 155,390 $3.7M
19 Wingate Wealth Advisors, Inc. 0.19% 15,347 $363K
20 Wagner Wealth Management, Corp 0.19% 9,122 $216K
21 Hills Bank & Trust Co 0.19% 168,625 $4.0M
22 YANKCOM Partnership 0.19% 19,340 $457K
23 PAX Financial Group, LLC 0.19% 46,122 $1.1M
24 River Street Advisors LLC 0.18% 22,771 $538K
25 NORTHEAST PLANNING ASSOCIATES, INC. / NH / 0.18% 11,077 $262K
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 (BSMQ)

What does the Smart Money Trend signal show for BSMQ?

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

More buyers than sellers — 70% buying: Last quarter: 84 funds were net buyers (15 opened a brand new position + 69 added to an existing one). Only 36 were sellers (28 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BSMQ holders?

Strong quality — 38% AUM from major funds: 14 of 137 holders rank in the top 100 by AUM, accounting for 38% 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 BSMQ?

44% of holders stayed for 2+ years: 60 out of 137 hedge funds have held BSMQ 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.