Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exch Trd Slf Idx Fd (BSMS)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
10Q ▲
Buyers last Q
70%

Smart Money Signals — BSMS

Based on 129 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 10 quarters in a row

last 6Q
For 10 consecutive quarters, more hedge funds added BSMS 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
129 hedge funds hold BSMS 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 — +39% more funds vs a year ago

fund count last 6Q
+36 new funds entered over the past year (+39% 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 — 70% buying

81 buying34 selling
Last quarter: 81 funds were net buyers (20 opened a brand new position + 61 added to an existing one). Only 34 were sellers (23 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~20 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 14 → 17 → 19 → 20. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 30% long-term, 33% new

■ 30% conviction (2yr+) ■ 37% medium ■ 33% new
Of the 129 current holders: 39 (30%) held >2 years, 48 held 1–2 years, and 42 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
📈

Growing discovery — still being found

14 → 14 → 17 → 19 → 20 new funds/Q
New funds entering each quarter: 14 → 17 → 19 → 20. A growing number of institutions are discovering BSMS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 30% veterans, 42% new entrants

■ 30% veterans ■ 28% 1-2yr ■ 42% new
Of 129 current holders: 39 (30%) held 2+ years, 36 held 1–2 years, 54 (42%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 31% AUM from major funds

31% from top-100 AUM funds
13 of 129 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — BSMS

In 2026 Q1, 81 hedge funds were net buyers of BSMS (20 opened a new position, 61 added to an existing one), while 34 reduced or exited (23 trimmed, 11 sold completely) — a 70% buyer ratio, indicating clear institutional accumulation. This marks 10 consecutive quarters of net institutional buying — a persistent conviction signal. 31% of total institutional value in BSMS is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +9 funds (more new holders than closures). Total institutional holders: 129.

Hedge Fund Ownership: BSMS

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

Market Analysis: BSMS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BSMS

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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.

5 top-rated funds 0 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: BSMS
2026 Q2 Stats Unlock in 1 days 125 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 125 120 4.17%
13F Shares 8M 7M 3.28%
Total Value $178M $180M -1.33%
New Positions 19 19 -
Increased Positions 59 62 -3
Closed Positions 14 6 +8
Reduced Positions 22 16 +6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BSMS

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Financial Highlights

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Institutional Holders (2026 Q2)

125 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BSMS. 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.
Top 25 BSMS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Invariant Investment Management 1.56% 113,415 $2.7M
2 Central Valley Advisors, LLC 1.13% 188,612 $4.4M
3 Precedent Wealth Partners, LLC 0.70% 179,962 $4.2M
4 Key FInancial Inc 0.42% 110,601 $2.6M
5 Financial Solutions Advisory Group, Inc. 0.42% 140,881 $3.3M
6 Paulson Wealth Management Inc. 0.29% 58,752 $1.4M
7 Farmers National Bank 0.27% 54,804 $1.3M
8 Kathmere Capital Management, LLC 0.26% 208,191 $4.9M
9 Wingate Wealth Advisors, Inc. 0.25% 24,163 $566K
10 WESPAC Advisors, LLC 0.25% 21,653 $508K
11 Farnam Financial LLC 0.24% 13,960 $327K
12 Moneco Advisors, LLC 0.23% 162,305 $3.8M
13 Howard Wealth Management, LLC 0.22% 25,905 $607K
14 Members Wealth LLC 0.22% 17,350 $407K
15 Cooksen Wealth, LLC 0.22% 15,048 $353K
16 Dover Advisors, LLC 0.21% 21,890 $514K
17 Hills Bank & Trust Co 0.19% 189,779 $4.4M
18 River Street Advisors LLC 0.18% 26,785 $628K
19 Clark Asset Management, LLC 0.17% 92,975 $2.2M
20 PAX Financial Group, LLC 0.16% 47,352 $1.1M
21 NorthAvenue LLC 0.16% 9,496 $223K
22 Hobbs Group Advisors, LLC 0.16% 25,733 $603K
23 Asset Dedication, LLC 0.16% 107,511 $2.5M
24 Garrett Wealth Advisory Group, LLC 0.15% 40,566 $951K
25 Astoria Portfolio Advisors LLC. 0.14% 36,081 $846K
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 (BSMS)

What does the Smart Money Trend signal show for BSMS?

Buying streak — 10 quarters in a row: For 10 consecutive quarters, more hedge funds added BSMS 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 BSMS?

More buyers than sellers — 70% buying: Last quarter: 81 funds were net buyers (20 opened a brand new position + 61 added to an existing one). Only 34 were sellers (23 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BSMS holders?

Strong quality — 31% AUM from major funds: 13 of 129 holders rank in the top 100 by AUM, accounting for 31% 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 BSMS?

Mixed — 30% long-term, 33% new: Of the 129 current holders: 39 (30%) held >2 years, 48 held 1–2 years, and 42 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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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