Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INVESCO EXCH TRD SLF IDX FD (BSMW)

64 + Investors. Track Smart Money conviction in BSMW. 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
69%

Smart Money Signals — BSMW

Based on 65 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
65 hedge funds hold BSMW 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.
📶

Steady growth — +16% more funds vs a year ago

fund count last 6Q
+9 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 69% buying

44 buying20 selling
Last quarter: 44 funds were net buyers (8 opened a brand new position + 36 added to an existing one). Only 20 were sellers (12 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 2 → 10 → 6 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 37% long-term, 28% new

■ 37% conviction (2yr+) ■ 35% medium ■ 28% new
Of the 65 current holders: 24 (37%) held >2 years, 23 held 1–2 years, and 18 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.
➡️

Steady discovery — ~8 new funds/quarter

9 → 2 → 10 → 6 → 8 new funds/Q
New funds entering each quarter: 2 → 10 → 6 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 32% veterans, 37% new entrants

■ 32% veterans ■ 31% 1-2yr ■ 37% new
Of 65 current holders: 21 (32%) held 2+ years, 20 held 1–2 years, 24 (37%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds
14 of 65 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in BSMW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
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.

Institutional Sentiment Summary — BSMW

In 2026 Q1, 44 hedge funds were net buyers of BSMW (8 opened a new position, 36 added to an existing one), while 20 reduced or exited (12 trimmed, 8 sold completely) — a 69% buyer ratio, indicating clear institutional accumulation. 44% of total institutional value in BSMW is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 65.

Hedge Fund Ownership: BSMW

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

Market Analysis: BSMW

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BSMW

-- --

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

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

Signal Freshness measures how much BSMW 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 · 72d ago
BSMW
nan%
SPY
+11.7%

BSMW outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 27d ago
BSMW
nan%
SPY
-1.7%

Since the filing became public, BSMW outperformed SPY by nan% .

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.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: BSMW
64 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 64 65 -1.54%
13F Shares 4M 4M 12.74%
Total Value $110M $100M 10.3%
New Positions 8 6 +2
Increased Positions 36 39 -3
Closed Positions 9 2 +7
Reduced Positions 11 12 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BSMW

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Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

64 + investors

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

QUARTER:
Top 25 institutional holders of BSMW — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Envision Financial Planning, LLC 1.02% 112,884 $2.8M
2 PRECEDENT WEALTH PARTNERS, LLC 0.80% 161,355 $4.0M
3 Stratos Wealth Advisors, LLC 0.36% 238,650 $5.9M
4 Invariant Investment Management 0.25% 16,187 $406K
5 MONECO ADVISORS, LLC 0.22% 114,289 $2.8M
6 Key FInancial Inc 0.22% 49,403 $1.2M
7 Clark Asset Management, LLC 0.16% 69,307 $1.7M
8 Opulen Financial Group LLC 0.16% 8,920 $222K
9 Hills Bank & Trust Co 0.14% 115,584 $2.9M
10 Addison Advisors LLC 0.12% 22,299 $554K
11 Atlantic Union Bankshares Corp 0.11% 226,065 $5.6M
12 Legacy Private Trust Co. 0.11% 69,770 $1.7M
13 Marietta Wealth Management, LLC 0.08% 28,600 $711K
14 CONFLUENCE INVESTMENT MANAGEMENT LLC 0.08% 212,666 $5.3M
15 Cambridge Financial Group, LLC 0.08% 9,715 $241K
16 Bill Few Associates, Inc. 0.07% 12,157 $302K
17 Asset Dedication, LLC 0.03% 18,161 $451K
18 FLOW TRADERS U.S. LLC 0.03% 40,005 —
19 NorthAvenue LLC 0.03% 1,451 $36K
20 Crews Bank & Trust 0.03% 7,850 $195K
21 VestGen Advisors, LLC 0.03% 39,868 $996K
22 Jacobi Capital Management LLC 0.02% 16,886 $420K
23 Ascentis Independent Advisors 0.01% 5,650 $140K
24 Kestra Advisory Services, LLC 0.01% 108,408 $2.7M
25 LEAVELL INVESTMENT MANAGEMENT, INC. 0.01% 9,365 $233K
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 (BSMW)

What does the Smart Money Trend signal show for BSMW?

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 BSMW?

More buyers than sellers — 69% buying: Last quarter: 44 funds were net buyers (8 opened a brand new position + 36 added to an existing one). Only 20 were sellers (12 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BSMW holders?

Elite ownership — 44% AUM from top-100 funds: 14 of 65 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in BSMW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held BSMW?

Mixed — 37% long-term, 28% new: Of the 65 current holders: 24 (37%) held >2 years, 23 held 1–2 years, and 18 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.

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

As of today, BSMW has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.7% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), BSMW has gained nan% vs +11.7% 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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