Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exch Trd Slf Idx Fd (BSMT)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
10Q ▲
Buyers last Q
70%

Smart Money Signals — BSMT

Based on 115 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 BSMT 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
115 hedge funds hold BSMT 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 — +31% more funds vs a year ago

fund count last 6Q
+27 new funds entered over the past year (+31% 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

74 buying32 selling
Last quarter: 74 funds were net buyers (18 opened a brand new position + 56 added to an existing one). Only 32 were sellers (22 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new BSMT position: 8 → 13 → 11 → 18. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 36% long-term, 30% new

■ 36% conviction (2yr+) ■ 34% medium ■ 30% new
Of the 115 current holders: 41 (36%) held >2 years, 39 held 1–2 years, and 35 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.
💎

Buying through price weakness — shares +6%, value -10%

Value
-10%
Shares
+5%
Last quarter: funds added +6% more shares while total portfolio value only changed -10%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

13 → 8 → 13 → 11 → 18 new funds/Q
New funds entering each quarter: 8 → 13 → 11 → 18. A growing number of institutions are discovering BSMT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 34% veterans, 41% new entrants

■ 34% veterans ■ 25% 1-2yr ■ 41% new
Of 115 current holders: 39 (34%) held 2+ years, 29 held 1–2 years, 47 (41%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 27% AUM from major funds

27% from top-100 AUM funds
12 of 115 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — 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 — BSMT

In 2026 Q1, 74 hedge funds were net buyers of BSMT (18 opened a new position, 56 added to an existing one), while 32 reduced or exited (22 trimmed, 10 sold completely) — a 70% buyer ratio, indicating clear institutional accumulation. This marks 10 consecutive quarters of net institutional buying — a persistent conviction signal. 27% of total institutional value in BSMT is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 115.

Hedge Fund Ownership: BSMT

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

Market Analysis: BSMT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BSMT

-- --

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: BSMT
124 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 124 115 7.83%
13F Shares 8M 9M -3.75%
Total Value $188M $196M -4.23%
New Positions 18 18 -
Increased Positions 52 56 -4
Closed Positions 9 10 -1
Reduced Positions 27 22 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BSMT

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Financial Highlights

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Institutional Holders (2026 Q2)

124 + investors

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

QUARTER:
Top 25 BSMT holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Central Valley Advisors, LLC 1.00% 169,747 $3.9M
2 Precedent Wealth Partners, LLC 0.69% 178,979 $4.1M
3 Hills Bank & Trust Co 0.65% 664,948 $15.3M
4 Kathmere Capital Management, LLC 0.33% 274,921 $6.3M
5 Key FInancial Inc 0.30% 79,698 $1.8M
6 Paulson Wealth Management Inc. 0.28% 56,803 $1.3M
7 Intentional Wealth Strategies, LLC 0.26% 11,831 $272K
8 Farmers National Bank 0.26% 53,086 $1.2M
9 Invariant Investment Management 0.23% 16,869 $389K
10 Howard Wealth Management, LLC 0.22% 26,262 $605K
11 Moneco Advisors, LLC 0.22% 158,107 $3.6M
12 Cooksen Wealth, LLC 0.22% 15,203 $350K
13 Financial Solutions Advisory Group, Inc. 0.21% 72,527 $1.7M
14 Clark Asset Management, LLC 0.17% 96,171 $2.2M
15 Legacy Private Trust Co. 0.17% 132,580 $3.1M
16 Wingate Wealth Advisors, Inc. 0.16% 15,847 $365K
17 Farnam Financial LLC 0.16% 9,515 $219K
18 WESPAC Advisors, LLC 0.15% 13,000 $299K
19 Hobbs Group Advisors, LLC 0.14% 23,179 $534K
20 Opulen Financial Group LLC 0.14% 9,518 $219K
21 Garrett Wealth Advisory Group, LLC 0.13% 38,098 $877K
22 Avior Wealth Management, LLC 0.12% 193,355 $4.5M
23 Atlantic Union Bankshares Corp 0.12% 301,728 $6.9M
24 FF Advisors,LLC 0.11% 12,961 $298K
25 Asset Dedication, LLC 0.10% 71,381 $1.6M
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 (BSMT)

What does the Smart Money Trend signal show for BSMT?

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

More buyers than sellers — 70% buying: Last quarter: 74 funds were net buyers (18 opened a brand new position + 56 added to an existing one). Only 32 were sellers (22 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BSMT holders?

Strong quality — 27% AUM from major funds: 12 of 115 holders rank in the top 100 by AUM, accounting for 27% 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 BSMT?

Mixed — 36% long-term, 30% new: Of the 115 current holders: 41 (36%) held >2 years, 39 held 1–2 years, and 35 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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