Invesco Exch Trd Slf Idx Fd (BSMS): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

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

As of today, BSMS has moved +0.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of -0.6%. Since the quarter end (March 31, 2026), BSMS gained +0.4% 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.

Invesco Exch Trd Slf Idx Fd (BSMS)

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

Smart Money Signals — BSMS

Based on 129 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 10 quarters in a row

last 6Q

For 10 consecutive quarters, more hedge funds added BSMS 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

129 hedge funds hold BSMS 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 — +39% more funds vs a year ago

fund count last 6Q

+36 new funds entered over the past year (+39% 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 — 70% buying

81 buying34 selling

Last quarter: 81 funds were net buyers (20 opened a brand new position + 61 added to an existing one). Only 34 were sellers (23 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~20 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 14 → 17 → 19 → 20. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

📌

Mixed — 30% long-term, 33% new

■ 30% conviction (2yr+) ■ 37% medium ■ 33% new

Of the 129 current holders: 39 (30%) held >2 years, 48 held 1–2 years, and 42 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.

📈

Growing discovery — still being found

14 → 14 → 17 → 19 → 20 new funds/Q

New funds entering each quarter: 14 → 17 → 19 → 20. A growing number of institutions are discovering BSMS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

📊

Mixed cohorts — 30% veterans, 42% new entrants

■ 30% veterans ■ 28% 1-2yr ■ 42% new

Of 129 current holders: 39 (30%) held 2+ years, 36 held 1–2 years, 54 (42%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

✅

Strong quality — 30% AUM from major funds

30% from top-100 AUM funds

12 of 129 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

4.3

out of 10

Moderate Exit Risk

Exit risk score 4.3/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	125	120	4.17%
13F Shares	8M	7M	3.28%
Total Value	$178M	$180M	-1.33%
New Positions	19	19	-
Increased Positions	59	62	-3
Closed Positions	14	6	+8
Reduced Positions	22	16	+6
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

125

120

4.17%

13F Shares

3.28%

Total Value

$178M

$180M

-1.33%

New Positions

Increased Positions

-3

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

125 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 BSMS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Coastline Complete Wealth LLC	2.42%	166,667	$3.9M
2	Invariant Investment Management	1.63%	112,648	$2.6M
3	Central Valley Advisors, LLC	1.11%	173,875	$4.1M
4	Precedent Wealth Partners, LLC	0.79%	168,022	$3.9M
5	Key FInancial Inc	0.61%	146,720	$3.4M
6	Financial Solutions Advisory Group, Inc.	0.45%	138,381	$3.2M
7	Horizons Wealth Management	0.33%	21,537	$504K
8	Paulson Wealth Management Inc.	0.33%	59,703	$1.4M
9	Kathmere Capital Management, LLC	0.30%	210,878	$4.9M
10	Moneco Advisors, LLC	0.29%	158,601	$3.7M
11	Farmers National Bank	0.28%	54,165	$1.3M
12	Hills Bank & Trust Co	0.28%	246,890	$5.8M
13	WESPAC Advisors, LLC	0.28%	21,653	$507K
14	Cooksen Wealth, LLC	0.26%	15,048	$352K
15	Howard Wealth Management, LLC	0.25%	25,050	$586K
16	Members Wealth LLC	0.24%	17,350	$407K
17	River Street Advisors LLC	0.22%	27,315	$639K
18	Dover Advisors, LLC	0.21%	21,890	$512K
19	Wagner Wealth Management, Corp	0.20%	9,377	$219K
20	Wingate Wealth Advisors, Inc.	0.19%	15,508	$363K
21	PAX Financial Group, LLC	0.19%	46,860	$1.1M
22	NorthAvenue LLC	0.18%	9,496	$223K
23	Hobbs Group Advisors, LLC	0.18%	26,236	$614K
24	Astoria Portfolio Advisors LLC.	0.18%	36,402	$853K
25	Asset Dedication, LLC	0.18%	108,647	$2.5M

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 (BSMS)

What does the Smart Money Trend signal show for BSMS?

Buying streak — 10 quarters in a row: For 10 consecutive quarters, more hedge funds added BSMS 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 BSMS?

More buyers than sellers — 70% buying: Last quarter: 81 funds were net buyers (20 opened a brand new position + 61 added to an existing one). Only 34 were sellers (23 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BSMS holders?

Strong quality — 30% AUM from major funds: 12 of 129 holders rank in the top 100 by AUM, accounting for 30% 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 BSMS?

Mixed — 30% long-term, 33% new: Of the 129 current holders: 39 (30%) held >2 years, 48 held 1–2 years, and 42 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 (BSMS) following the 2026 Q1 hedge fund 13F filings?

As of today, BSMS has moved +0.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of -0.6%. Since the quarter end (March 31, 2026), BSMS has gained +0.4% 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.

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Invesco Exch Trd Slf Idx Fd (BSMS)

Smart Money Signals — BSMS

Buying streak — 10 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +39% more funds vs a year ago

More buyers than sellers — 70% buying

Steady new buyers — ~20 new funds per quarter

Mixed — 30% long-term, 33% new

Growing discovery — still being found

Mixed cohorts — 30% veterans, 42% new entrants

Strong quality — 30% AUM from major funds

Institutional Sentiment Summary — BSMS

Hedge Fund Ownership: BSMS

Market Analysis: BSMS

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: BSMS

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

Hedge Fund Positioning: BSMS

Statistics: BSMS

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Invesco Exch Trd Slf Idx Fd (BSMS)

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