Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exch Trd Slf Idx Fd (BSMQ)

142 + 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
↓ -3
Streak
1Q ▼
Buyers last Q
55%

Smart Money Signals — BSMQ

Based on 145 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 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 (98% of max)

98% of all-time peak
145 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.
📶

Steady growth — +7% more funds vs a year ago

fund count last 6Q
+10 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

76 buying61 selling
Last quarter: 76 funds bought or added vs 61 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 — ~17 new funds per quarter

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

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 30% medium ■ 19% new
73 out of 145 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

18 → 17 → 9 → 16 → 17 new funds/Q
New funds entering each quarter: 17 → 9 → 16 → 17. A growing number of institutions are discovering BSMQ each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 46% veterans vs 30% newcomers

■ 46% veterans ■ 24% 1-2yr ■ 30% new
Entry-cohort mix of 145 holders: 67 (46%) are 2+ year veterans, 35 entered 1–2 years ago, and 43 (30%) 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 145 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.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 Q1, 76 hedge funds were net buyers of BSMQ (17 opened a new position, 59 added to an existing one), while 61 reduced or exited (41 trimmed, 20 sold completely) — a 55% buyer ratio, indicating a slight buying edge. 36% of total institutional value in BSMQ is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -3 funds (more exits than new entries). Total institutional holders: 145.

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

-- --

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

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

Signal Freshness measures how much BSMQ 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 · 82d ago
BSMQ
-0.2%
SPY
+15.1%

BSMQ outperformed SPY by -15.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
BSMQ
+0.2%
SPY
+1.3%

Since the filing became public, BSMQ outperformed SPY by -1.1% .

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.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: BSMQ
142 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 142 148 -4.05%
13F Shares 9M 9M -3.72%
Total Value $202M $214M -5.77%
New Positions 16 16 -
Increased Positions 58 73 -15
Closed Positions 22 8 +14
Reduced Positions 40 31 +9
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BSMQ

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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

142 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Farnam Financial LLC 1.15% 58,923 $1.4M
2 Key FInancial Inc 0.81% 193,618 $4.6M
3 Thomas J. Herzfeld Advisors, Inc. 0.79% 98,083 $2.3M
4 Vermillion & White Wealth Management Group, LLC 0.72% 39,006 $921K
5 Precedent Wealth Partners, LLC 0.59% 125,313 $3.0M
6 Financial Solutions Advisory Group, Inc. 0.54% 163,857 $3.9M
7 Paulson Wealth Management Inc. 0.41% 73,637 $1.7M
8 Opus Financial Solutions LLC 0.36% 16,203 $383K
9 Horizons Wealth Management 0.35% 22,863 $540K
10 Asset Dedication, LLC 0.34% 204,265 $4.8M
11 WESPAC Advisors, LLC 0.34% 26,036 $615K
12 Moneco Advisors, LLC 0.28% 154,755 $3.7M
13 Farmers National Bank 0.28% 54,207 $1.3M
14 Cooksen Wealth, LLC 0.25% 14,776 $349K
15 Howard Wealth Management, LLC 0.25% 24,880 $588K
16 Members Wealth LLC 0.24% 17,311 $408K
17 Voisard Asset Management Group, INC. 0.24% 47,174 $1.1M
18 Macroview Investment Management LLC 0.23% 14,141 $334K
19 Horizon Family Wealth, Inc. 0.23% 18,043 $426K
20 Tassel Capital Management, Inc. 0.21% 16,674 $394K
21 Opulen Financial Group LLC 0.21% 12,862 $304K
22 Hobbs Group Advisors, LLC 0.21% 29,924 $707K
23 Invariant Investment Management 0.21% 14,137 $334K
24 Astoria Portfolio Advisors LLC. 0.20% 40,529 $955K
25 OneAscent Financial Services LLC 0.20% 155,390 $3.7M
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 — 1 quarter in a row: For 1 consecutive quarter, 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?

Slight buying edge — 55% buying: Last quarter: 76 funds bought or added vs 61 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 BSMQ holders?

Strong quality — 36% AUM from major funds: 13 of 145 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 BSMQ?

50% of holders stayed for 2+ years: 73 out of 145 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.

Is it too late to buy Invesco Exch Trd Slf Idx Fd (BSMQ) following the 2026 Q1 hedge fund 13F filings?

As of today, BSMQ has moved +0.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of -1.1%. Since the quarter end (March 31, 2026), BSMQ has gained -0.2% vs +15.1% 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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