BSMU Hedge Fund Ownership (Q1 2026)

Q: Is it too late to buy Invesco Exch Trd Slf Idx Fd (BSMU) following the 2026 Q2 hedge fund 13F filings?

As of today, BSMU has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), BSMU gained -0.3% vs +4.0% 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.

Invesco Exch Trd Slf Idx Fd (BSMU)

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

Smart Money Signals — BSMU

Based on 95 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds reduced or closed their BSMU positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

🏔️

At the ownership peak (99% of max)

99% of all-time peak

95 hedge funds hold BSMU 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

+17 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 — 63% buying

57 buying34 selling

Last quarter: 57 funds were net buyers (13 opened a brand new position + 44 added to an existing one). Only 34 were sellers (20 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~13 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 10 → 13 → 17 → 13. 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+) ■ 29% medium ■ 29% new

39 out of 95 hedge funds have held BSMU 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

17 → 10 → 13 → 17 → 13 new funds/Q

New funds entering each quarter: 10 → 13 → 17 → 13. A growing number of institutions are discovering BSMU each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 40% veterans vs 42% newcomers

■ 40% veterans ■ 18% 1-2yr ■ 42% new

Entry-cohort mix of 95 holders: 38 (40%) are 2+ year veterans, 17 entered 1–2 years ago, and 40 (42%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds

13 of 95 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

4.0

out of 10

Moderate Exit Risk

Exit risk score 4.0/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	95	96	-1.04%
13F Shares	7M	7M	2.0%
Total Value	$157M	$156M	0.2%
New Positions	13	17	-4
Increased Positions	44	47	-3
Closed Positions	14	9	+5
Reduced Positions	20	16	+4
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

-1.04%

13F Shares

2.0%

Total Value

$157M

$156M

0.2%

New Positions

-4

Increased Positions

-3

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

95 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BSMU. 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.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 BSMU holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Central Valley Advisors, LLC	0.98%	173,734	$3.8M
2	Precedent Wealth Partners, LLC	0.73%	199,682	$4.4M
3	Envision Financial Planning, LLC	0.59%	82,807	$1.8M
4	Sarver Vrooman Wealth Advisors	0.51%	39,012	$854K
5	Stratos Wealth Advisors, LLC	0.38%	319,294	$7.0M
6	Hills Bank & Trust Co	0.38%	405,165	$8.9M
7	Kathmere Capital Management, LLC	0.32%	275,686	$6.0M
8	Insight Wealth Partners, LLC	0.31%	103,724	$2.3M
9	Parkway Wealth Management Group, LLC	0.29%	116,372	$2.6M
10	Key FInancial Inc	0.29%	81,108	$1.8M
11	Farmers National Bank	0.28%	61,618	$1.4M
12	Howard Wealth Management, LLC	0.23%	28,390	$622K
13	Moneco Advisors, LLC	0.22%	166,980	$3.7M
14	Legacy Private Trust Co.	0.22%	182,183	$4.0M
15	Clark Asset Management, LLC	0.19%	112,774	$2.5M
16	Nestegg Advisors, INC.	0.18%	11,874	$260K
17	Wingate Wealth Advisors, Inc.	0.16%	16,716	$366K
18	Paulson Wealth Management Inc.	0.16%	34,285	$751K
19	Virtue Asset Management LLC	0.14%	9,278	$203K
20	Opulen Financial Group LLC	0.14%	9,926	$218K
21	WESPAC Advisors, LLC	0.12%	11,420	$250K
22	Fourpath Capital Management, LLC	0.12%	40,000	$877K
23	NorthAvenue LLC	0.11%	6,785	$149K
24	Addison Advisors LLC	0.10%	10,021	$220K
25	Garrett Wealth Advisory Group, LLC	0.09%	27,988	$613K

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 (BSMU)

What does the Smart Money Trend signal show for BSMU?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their BSMU positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for BSMU?

More buyers than sellers — 63% buying: Last quarter: 57 funds were net buyers (13 opened a brand new position + 44 added to an existing one). Only 34 were sellers (20 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BSMU holders?

Strong quality — 36% AUM from major funds: 13 of 95 holders rank in the top 100 by AUM, accounting for 36% 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 BSMU?

41% of holders stayed for 2+ years: 39 out of 95 hedge funds have held BSMU 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 (BSMU) following the 2026 Q2 hedge fund 13F filings?

As of today, BSMU has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), BSMU has gained -0.3% vs +4.0% 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.

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Invesco Exch Trd Slf Idx Fd (BSMU)

Smart Money Signals — BSMU

Selling streak — 1 quarter in a row

At the ownership peak (99% of max)

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

More buyers than sellers — 63% buying

Steady new buyers — ~13 new funds per quarter

41% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 40% veterans vs 42% newcomers

Strong quality — 36% AUM from major funds

Institutional Sentiment Summary — BSMU

Hedge Fund Ownership: BSMU

Market Analysis: BSMU

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: BSMU

Is It Too Late to Buy Invesco Exch Trd Slf Idx Fd (BSMU) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: BSMU

Statistics: BSMU

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Invesco Exch Trd Slf Idx Fd (BSMU)

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