Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INVESCO EXCH TRD SLF IDX FD (BSMU)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
9Q ▲
Buyers last Q
72%

Smart Money Signals — BSMU

Based on 91 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 9 quarters in a row

last 6Q
For 9 consecutive quarters, more hedge funds added BSMU 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
91 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 — +47% more funds vs a year ago

fund count last 6Q
+29 new funds entered over the past year (+47% 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 — 72% buying

62 buying24 selling
Last quarter: 62 funds were net buyers (17 opened a brand new position + 45 added to an existing one). Only 24 were sellers (15 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~17 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 17 → 9 → 13 → 17. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 38% long-term, 29% new

■ 38% conviction (2yr+) ■ 33% medium ■ 29% new
Of the 91 current holders: 35 (38%) held >2 years, 30 held 1–2 years, and 26 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

11 → 17 → 9 → 13 → 17 new funds/Q
New funds entering each quarter: 17 → 9 → 13 → 17. A growing number of institutions are discovering BSMU each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 33% veterans, 47% new entrants

■ 33% veterans ■ 20% 1-2yr ■ 47% new
Of 91 current holders: 30 (33%) held 2+ years, 18 held 1–2 years, 43 (47%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds
12 of 91 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.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — 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 — BSMU

In 2025 Q4, 62 hedge funds were net buyers of BSMU (17 opened a new position, 45 added to an existing one), while 24 reduced or exited (15 trimmed, 9 sold completely) — a 72% buyer ratio, indicating clear institutional accumulation. This marks 9 consecutive quarters of net institutional buying — a persistent conviction signal. 36% of total institutional value in BSMU 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: 91.

Hedge Fund Ownership: BSMU

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

Market Analysis: BSMU

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BSMU

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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.

7 top-rated funds 0 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: BSMU
2026 Q1 Stats Unlock in 7 days 91 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 91 83 9.64%
13F Shares 6M 5M 21.76%
Total Value $142M $115M 23.01%
New Positions 17 13 +4
Increased Positions 45 41 +4
Closed Positions 9 6 +3
Reduced Positions 15 18 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BSMU

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Institutional Holders (2026 Q1)

91 + investors

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

Top 25 institutional holders of BSMU — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 CENTRAL VALLEY ADVISORS, LLC 1.08% 180,723 $3.9M
2 PRECEDENT WEALTH PARTNERS, LLC 0.81% 186,295 $4.1M
3 Sarver Vrooman Wealth Advisors 0.52% 38,935 $849K
4 Hills Bank & Trust Co 0.49% 460,879 $10.1M
5 NESTEGG ADVISORS, INC. 0.45% 23,375 $510K
6 Key FInancial Inc 0.44% 113,875 $2.5M
7 Stratos Wealth Advisors, LLC 0.40% 295,609 $6.4M
8 Horizons Wealth Management 0.36% 25,494 $556K
9 Parkway Wealth Management Group, LLC 0.31% 113,188 $2.5M
10 HOWARD WEALTH MANAGEMENT, LLC 0.28% 30,785 $672K
11 MONECO ADVISORS, LLC 0.28% 162,700 $3.5M
12 Legacy Private Trust Co. 0.20% 146,913 $3.2M
13 Wingate Wealth Advisors, Inc. 0.19% 16,597 $362K
14 Clark Asset Management, LLC 0.18% 89,281 $1.9M
15 Paulson Wealth Management Inc. 0.18% 34,271 $748K
16 Opulen Financial Group LLC 0.15% 9,868 $215K
17 Addison Advisors LLC 0.14% 30,061 $656K
18 Cambridge Financial Group, LLC 0.13% 17,046 $372K
19 FOURPATH CAPITAL MANAGEMENT, LLC 0.13% 40,000 $873K
20 NorthAvenue LLC 0.12% 6,511 $143K
21 TLWM 0.09% 23,845 $520K
22 Atlantic Union Bankshares Corp 0.08% 202,583 $4.4M
23 Marietta Wealth Management, LLC 0.08% 32,644 $712K
24 YANKCOM Partnership 0.07% 7,900 $172K
25 AlphaStar Capital Management, LLC 0.06% 35,917 $783K
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?

Buying streak — 9 quarters in a row: For 9 consecutive quarters, more hedge funds added BSMU 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 BSMU?

More buyers than sellers — 72% buying: Last quarter: 62 funds were net buyers (17 opened a brand new position + 45 added to an existing one). Only 24 were sellers (15 trimmed + 9 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: 12 of 91 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?

Mixed — 38% long-term, 29% new: Of the 91 current holders: 35 (38%) held >2 years, 30 held 1–2 years, and 26 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.