Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INVESCO EXCH TRD SLF IDX FD (BSMR)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +12
Streak
11Q ▲
Buyers last Q
82%

Smart Money Signals — BSMR

Based on 128 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added BSMR 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
128 hedge funds hold BSMR 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 — +29% more funds vs a year ago

fund count last 6Q
+29 new funds entered over the past year (+29% 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 — 82% buying

89 buying20 selling
Last quarter: 89 funds were net buyers (17 opened a brand new position + 72 added to an existing one). Only 20 were sellers (15 trimmed + 5 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: 16 → 17 → 12 → 17. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 38% long-term, 23% new

■ 38% conviction (2yr+) ■ 38% medium ■ 23% new
Of the 128 current holders: 49 (38%) held >2 years, 49 held 1–2 years, and 30 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 — ~17 new funds/quarter

22 → 16 → 17 → 12 → 17 new funds/Q
New funds entering each quarter: 16 → 17 → 12 → 17. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 34% veterans, 38% new entrants

■ 34% veterans ■ 28% 1-2yr ■ 38% new
Of 128 current holders: 43 (34%) held 2+ years, 36 held 1–2 years, 49 (38%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 32% AUM from major funds

32% from top-100 AUM funds
13 of 128 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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.

Hedge Fund Ownership: BSMR

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

Market Analysis: BSMR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BSMR

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 1 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: BSMR
2026 Q1 Stats Unlock in 19 days 128 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 128 116 10.34%
13F Shares 8M 7M 13.53%
Total Value $198M $174M 13.82%
New Positions 17 12 +5
Increased Positions 72 66 +6
Closed Positions 5 10 -5
Reduced Positions 15 19 -4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BSMR

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Income Statement & Cash Flow
Revenue (ttm) --
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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

128 + investors

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

Top 25 institutional holders of BSMR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Key FInancial Inc 1.44% 342,056 $8.1M
2 CENTRAL VALLEY ADVISORS, LLC 1.09% 169,534 $4.0M
3 Farnam Financial LLC 0.96% 49,440 $1.2M
4 PRECEDENT WEALTH PARTNERS, LLC 0.81% 171,911 $4.1M
5 Sarver Vrooman Wealth Advisors 0.53% 36,045 $853K
6 River Street Advisors LLC 0.37% 46,214 $1.1M
7 WESPAC Advisors, LLC 0.34% 25,872 $612K
8 Horizons Wealth Management 0.27% 17,618 $417K
9 Cooksen Wealth, LLC 0.26% 14,862 $352K
10 Astoria Portfolio Advisors LLC. 0.24% 48,348 $1.1M
11 YANKCOM Partnership 0.23% 23,226 $549K
12 LANDAAS & CO /WI /ADV 0.19% 36,915 $873K
13 PAX Financial Group, LLC 0.19% 47,190 $1.1M
14 NorthAvenue LLC 0.19% 9,460 $224K
15 MEMBERS WEALTH LLC 0.18% 12,981 $306K
16 Cambridge Financial Group, LLC 0.17% 21,255 $503K
17 Tassel Capital Management, Inc. 0.16% 12,427 $294K
18 Invariant Investment Management 0.16% 10,697 $253K
19 OLD SECOND NATIONAL BANK OF AURORA 0.15% 31,506 $745K
20 Kathmere Capital Management, LLC 0.15% 104,384 $2.5M
21 Opulen Financial Group LLC 0.15% 8,715 $206K
22 Avior Wealth Management, LLC 0.12% 182,511 $4.3M
23 Foundry Financial Group, Inc. 0.11% 9,746 $231K
24 VOISARD ASSET MANAGEMENT GROUP, INC. 0.11% 21,920 $518K
25 Accurate Wealth Management, LLC 0.11% 37,991 $900K
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 (BSMR)

What does the Smart Money Trend signal show for BSMR?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added BSMR 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 BSMR?

More buyers than sellers — 82% buying: Last quarter: 89 funds were net buyers (17 opened a brand new position + 72 added to an existing one). Only 20 were sellers (15 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BSMR holders?

Strong quality — 32% AUM from major funds: 13 of 128 holders rank in the top 100 by AUM, accounting for 32% 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 BSMR?

Mixed — 38% long-term, 23% new: Of the 128 current holders: 49 (38%) held >2 years, 49 held 1–2 years, and 30 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.