Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INVESCO EXCH TRD SLF IDX FD (BSMR)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
66%

Smart Money Signals — BSMR

Based on 137 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.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
137 hedge funds hold BSMR 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.
🚀

Fast accumulation — +22% more funds vs a year ago

fund count last 6Q
+25 new funds entered over the past year (+22% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 66% buying

87 buying44 selling
Last quarter: 87 funds were net buyers (18 opened a brand new position + 69 added to an existing one). Only 44 were sellers (26 trimmed + 18 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~18 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 18 → 12 → 19 → 18. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

41% of holders stayed for 2+ years

■ 41% conviction (2yr+) ■ 36% medium ■ 23% new
56 out of 137 hedge funds have held BSMR 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

16 → 18 → 12 → 19 → 18 new funds/Q
New funds entering each quarter: 18 → 12 → 19 → 18. A growing number of institutions are discovering BSMR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 37% veterans, 34% new entrants

■ 37% veterans ■ 29% 1-2yr ■ 34% new
Of 137 current holders: 51 (37%) held 2+ years, 40 held 1–2 years, 46 (34%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
12 of 137 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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 — BSMR

In 2026 Q1, 87 hedge funds were net buyers of BSMR (18 opened a new position, 69 added to an existing one), while 44 reduced or exited (26 trimmed, 18 sold completely) — a 66% buyer ratio, indicating clear institutional accumulation. 35% of total institutional value in BSMR is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 137.

Hedge Fund Ownership: BSMR

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

Market Analysis: BSMR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BSMR

-- --

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

Is It Too Late to Buy INVESCO EXCH TRD SLF IDX FD (BSMR) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much BSMR has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 50d ago
BSMR
+1.7%
SPY
+42.5%

BSMR outperformed SPY by -40.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 5d ago
BSMR
-0.4%
SPY
-1.8%

Since the filing became public, BSMR outperformed SPY by +1.4% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: BSMR
137 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 137 137 -
13F Shares 9M 9M 2.54%
Total Value $210M $210M 0.13%
New Positions 18 19 -1
Increased Positions 69 74 -5
Closed Positions 18 5 +13
Reduced Positions 26 16 +10
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BSMR

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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 BSMR. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of BSMR — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Key FInancial Inc 1.44% 342,056 $8.1M
2 CENTRAL VALLEY ADVISORS, LLC 1.09% 169,534 $4.0M
3 Farnam Financial LLC 0.96% 49,440 $1.2M
4 Vermillion & White Wealth Management Group, LLC 0.86% 46,598 $1.1M
5 PRECEDENT WEALTH PARTNERS, LLC 0.81% 171,911 $4.1M
6 Thomas J. Herzfeld Advisors, Inc. 0.77% 96,212 $2.3M
7 Sarver Vrooman Wealth Advisors 0.53% 36,045 $853K
8 Paulson Wealth Management Inc. 0.44% 78,511 $1.9M
9 River Street Advisors LLC 0.37% 46,214 $1.1M
10 WESPAC Advisors, LLC 0.34% 25,872 $612K
11 Intentional Wealth Strategies, LLC 0.29% 13,194 $312K
12 MONECO ADVISORS, LLC 0.28% 150,408 $3.6M
13 Horizons Wealth Management 0.27% 17,618 $417K
14 Opus Financial Solutions LLC 0.27% 11,924 $282K
15 Hills Bank & Trust Co 0.26% 230,415 $5.5M
16 Cooksen Wealth, LLC 0.26% 14,862 $352K
17 HOWARD WEALTH MANAGEMENT, LLC 0.25% 24,880 $589K
18 Astoria Portfolio Advisors LLC. 0.24% 48,348 $1.1M
19 YANKCOM Partnership 0.23% 23,226 $549K
20 Wingate Wealth Advisors, Inc. 0.19% 15,322 $362K
21 Wagner Wealth Management, Corp 0.19% 9,117 $216K
22 LANDAAS & CO /WI /ADV 0.19% 36,915 $873K
23 PAX Financial Group, LLC 0.19% 47,190 $1.1M
24 NorthAvenue LLC 0.19% 9,460 $224K
25 MEMBERS WEALTH LLC 0.18% 12,981 $306K
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 (BSMR)

What does the Smart Money Trend signal show for BSMR?

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 BSMR?

More buyers than sellers — 66% buying: Last quarter: 87 funds were net buyers (18 opened a brand new position + 69 added to an existing one). Only 44 were sellers (26 trimmed + 18 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BSMR holders?

Strong quality — 35% AUM from major funds: 12 of 137 holders rank in the top 100 by AUM, accounting for 35% 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 BSMR?

41% of holders stayed for 2+ years: 56 out of 137 hedge funds have held BSMR 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.

Is it too late to buy INVESCO EXCH TRD SLF IDX FD (BSMR) following the 2026 Q1 hedge fund 13F filings?

As of today, BSMR has moved -0.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.8% for the SPY sector ETF — an outperformance of +1.4%. Since the quarter end (March 31, 2026), BSMR has gained +1.7% vs +42.5% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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