Stock Analysis
Data Source: SEC EDGAR 13F
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Invesco Exchange Traded Fd T (BMVP)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
55%

Smart Money Signals — BMVP

Based on 40 hedge funds · latest filing: 2026 Q2 · 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.
📊

High ownership — 91% of 3.0Y peak

91% of all-time peak
40 funds currently hold this stock — 91% of the 3.0-year high of 44 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding BMVP is almost the same as a year ago (-1 funds, -2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 55% buying

16 buying13 selling
Last quarter: 16 funds bought or added vs 13 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 4 → 7 → 5 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

62% of holders stayed for 2+ years

62% conviction (2yr+) 18% medium 20% new
25 out of 40 hedge funds have held BMVP 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.
➡️

Steady discovery — ~7 new funds/quarter

4 → 4 → 7 → 5 → 7 new funds/Q
New funds entering each quarter: 4 → 7 → 5 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 57% veterans vs 28% newcomers

57% veterans 15% 1-2yr 28% new
Entry-cohort mix of 40 holders: 23 (57%) are 2+ year veterans, 6 entered 1–2 years ago, and 11 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 54% AUM from top-100 funds

54% from top-100 AUM funds
12 of 40 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in BMVP. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.0
out of 10
Low Exit Risk
Exit risk score 3.0/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 — BMVP

In 2026 Q2, 16 hedge funds were net buyers of BMVP (7 opened a new position, 9 added to an existing one), while 13 reduced or exited (6 trimmed, 7 sold completely) — a 55% buyer ratio, indicating a slight buying edge. 54% of total institutional value in BMVP 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: 40.

Hedge Fund Ownership: BMVP

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

Market Analysis: BMVP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BMVP

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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.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: BMVP
40 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 40 40 -
13F Shares 315K 308K 2.22%
Total Value $16M $15M 5.09%
New Positions 7 5 +2
Increased Positions 9 4 +5
Closed Positions 7 6 +1
Reduced Positions 6 12 -6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BMVP

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Institutional Holders (2026 Q2)

40 + investors

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

QUARTER:
Top 25 BMVP holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Institute for Wealth Management, LLC. 0.26% 56,975 $2.9M
2 Bellevue Asset Management, LLC 0.05% 1,920 $98K
3 Mosaic Family Wealth Partners, LLC 0.02% 5,913 $303K
4 Evanson Financial, LLC 0.02% 6,021 $309K
5 Quaker Wealth Management, LLC 0.01% 730 $37K
6 Medallion Wealth Advisors, LLC 0.01% 498 $26K
7 Ameriflex Group, INC. 0.01% 275 $14K
8 Rothschild Investment LLC 0.01% 3,000 $154K
9 J.W. Cole Advisors, INC. 0.00% 4,249 $218K
10 Washington Trust Advisors, Inc. 0.00% 777 $40K
11 Evolution Wealth Management INC. 0.00% 69 $4K
12 Clearstead Advisors, LLC 0.00% 2,957 $152K
13 Triumph Capital Management 0.00% 105 $5K
14 LPL Financial LLC 0.00% 83,565 $4.3M
15 Commonwealth Equity Services, LLC 0.00% 14,254 $731K
16 Plante Moran Financial Advisors, LLC 0.00% 360 $18K
17 Atlantic Union Bankshares Corp 0.00% 729 $37K
18 Osaic Holdings, INC. 0.00% 9,972 $511K
19 Glenmede Trust Co NA 0.00% 2,130 $109K
20 Truist Financial Corp 0.00% 6,360 $326K
21 Raymond James Financial Inc 0.00% 18,710 $959K
22 Global Retirement Partners, LLC 0.00% 321 $16K
23 Smartleaf Asset Management LLC 0.00% 135 $7K
24 Bank of Montreal /Can/ 0.00% 8,310 $426K
25 Creative Planning 0.00% 4,520 $232K
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 Exchange Traded Fd T (BMVP)

What does the Smart Money Trend signal show for BMVP?

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 BMVP?

Slight buying edge — 55% buying: Last quarter: 16 funds bought or added vs 13 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for BMVP holders?

Elite ownership — 54% AUM from top-100 funds: 12 of 40 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in BMVP. 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 BMVP?

62% of holders stayed for 2+ years: 25 out of 40 hedge funds have held BMVP 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.

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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