Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exch Trd Slf Idx Fd (BSMQ)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -5
Streak
2Q ▼
Buyers last Q
46%

Smart Money Signals — BSMQ

Based on 140 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their BSMQ 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 (95% of max)

95% of all-time peak
140 hedge funds hold BSMQ 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.
〰️

Stable — ownership unchanged year-over-year

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

More sellers than buyers — 46% buying

63 buying73 selling
Last quarter: 73 funds reduced or exited vs 63 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~14 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 16 → 17 → 14. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 29% medium ■ 16% new
76 out of 140 hedge funds have held BSMQ 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 → 9 → 16 → 17 → 14 new funds/Q
New funds entering each quarter: 9 → 16 → 17 → 14. A growing number of institutions are discovering BSMQ each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 54% veterans vs 23% newcomers

■ 54% veterans ■ 23% 1-2yr ■ 23% new
Entry-cohort mix of 140 holders: 76 (54%) are 2+ year veterans, 32 entered 1–2 years ago, and 32 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 34% AUM from major funds

34% from top-100 AUM funds
14 of 140 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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 — BSMQ

In 2026 Q2, 63 hedge funds were net buyers of BSMQ (14 opened a new position, 49 added to an existing one), while 73 reduced or exited (54 trimmed, 19 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. Net selling has persisted for two consecutive quarters. 34% of total institutional value in BSMQ is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -5 funds (more exits than new entries). Total institutional holders: 140.

Hedge Fund Ownership: BSMQ

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

Market Analysis: BSMQ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BSMQ

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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.

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

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 140 145 -3.45%
13F Shares 9M 9M -2.88%
Total Value $205M $212M -3.4%
New Positions 14 17 -3
Increased Positions 49 59 -10
Closed Positions 19 20 -1
Reduced Positions 54 41 +13
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BSMQ

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Institutional Holders (2026 Q2)

140 + investors

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

QUARTER:
Top 25 BSMQ holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Key FInancial Inc 1.13% 292,767 $6.9M
2 Farnam Financial LLC 1.13% 65,728 $1.5M
3 Precedent Wealth Partners, LLC 0.50% 127,638 $3.0M
4 Vermillion & White Wealth Management Group, LLC 0.39% 32,887 $774K
5 Paulson Wealth Management Inc. 0.36% 71,908 $1.7M
6 Financial Solutions Advisory Group, Inc. 0.33% 111,930 $2.6M
7 Asset Dedication, LLC 0.31% 206,624 $4.9M
8 Opus Financial Solutions LLC 0.27% 14,082 $332K
9 Farmers National Bank 0.26% 51,939 $1.2M
10 Moneco Advisors, LLC 0.22% 156,263 $3.7M
11 Howard Wealth Management, LLC 0.22% 25,735 $606K
12 Cooksen Wealth, LLC 0.22% 14,776 $348K
13 Northeast Planning Associates, INC. / Nh / 0.20% 11,077 $261K
14 Horizon Family Wealth, Inc. 0.20% 18,167 $428K
15 Opulen Financial Group LLC 0.19% 12,950 $305K
16 Tassel Capital Management, Inc. 0.18% 16,754 $394K
17 Voisard Asset Management Group, INC. 0.18% 41,355 $974K
18 PAX Financial Group, LLC 0.17% 47,824 $1.1M
19 Members Wealth LLC 0.17% 12,962 $305K
20 YANKCOM Partnership 0.16% 19,340 $455K
21 Wingate Wealth Advisors, Inc. 0.16% 15,452 $364K
22 Astoria Portfolio Advisors LLC. 0.16% 39,966 $941K
23 OneAscent Financial Services LLC 0.16% 139,089 $3.3M
24 WESPAC Advisors, LLC 0.15% 13,257 $312K
25 Hobbs Group Advisors, LLC 0.15% 23,607 $556K
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 (BSMQ)

What does the Smart Money Trend signal show for BSMQ?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their BSMQ 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 BSMQ?

More sellers than buyers — 46% buying: Last quarter: 73 funds reduced or exited vs 63 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for BSMQ holders?

Strong quality — 34% AUM from major funds: 14 of 140 holders rank in the top 100 by AUM, accounting for 34% 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 BSMQ?

54% of holders stayed for 2+ years: 76 out of 140 hedge funds have held BSMQ 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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