Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INVESCO EXCH TRD SLF IDX FD (BSMS)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +12
Streak
9Q ▲
Buyers last Q
78%

Smart Money Signals — BSMS

Based on 113 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 9 quarters in a row

last 6Q
For 9 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
113 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 — +45% more funds vs a year ago

fund count last 6Q
+35 new funds entered over the past year (+45% 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 — 78% buying

76 buying21 selling
Last quarter: 76 funds were net buyers (18 opened a brand new position + 58 added to an existing one). Only 21 were sellers (15 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~18 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 14 → 14 → 17 → 18. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 30% long-term, 32% new

■ 30% conviction (2yr+) ■ 38% medium ■ 32% new
Of the 113 current holders: 34 (30%) held >2 years, 43 held 1–2 years, and 36 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

15 → 14 → 14 → 17 → 18 new funds/Q
New funds entering each quarter: 14 → 14 → 17 → 18. A growing number of institutions are discovering BSMS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 27% veterans, 47% new entrants

■ 27% veterans ■ 27% 1-2yr ■ 47% new
Of 113 current holders: 30 (27%) held 2+ years, 30 held 1–2 years, 53 (47%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds
11 of 113 holders rank in the top 100 by AUM, accounting for 33% 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.

Hedge Fund Ownership: BSMS

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

Market Analysis: BSMS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BSMS

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 0 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: BSMS
2026 Q1 Stats Unlock in 14 days 113 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 113 101 11.88%
13F Shares 7M 6M 11.57%
Total Value $171M $148M 15.07%
New Positions 18 17 +1
Increased Positions 58 50 +8
Closed Positions 6 6 -
Reduced Positions 15 16 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BSMS

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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) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

113 + investors

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

Top 25 institutional holders of BSMS — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Invariant Investment Management 1.63% 112,648 $2.6M
2 CENTRAL VALLEY ADVISORS, LLC 1.11% 173,875 $4.1M
3 PRECEDENT WEALTH PARTNERS, LLC 0.79% 168,022 $3.9M
4 Key FInancial Inc 0.61% 146,720 $3.4M
5 Horizons Wealth Management 0.33% 21,537 $504K
6 Kathmere Capital Management, LLC 0.30% 210,878 $4.9M
7 Hills Bank & Trust Co 0.28% 246,890 $5.8M
8 WESPAC Advisors, LLC 0.28% 21,653 $507K
9 Cooksen Wealth, LLC 0.26% 15,048 $352K
10 MEMBERS WEALTH LLC 0.24% 17,350 $407K
11 River Street Advisors LLC 0.22% 27,315 $639K
12 DOVER ADVISORS, LLC 0.21% 21,890 $512K
13 Wagner Wealth Management, Corp 0.20% 9,377 $219K
14 Wingate Wealth Advisors, Inc. 0.19% 15,508 $363K
15 PAX Financial Group, LLC 0.19% 46,860 $1.1M
16 NorthAvenue LLC 0.18% 9,496 $223K
17 Astoria Portfolio Advisors LLC. 0.18% 36,402 $853K
18 Clark Asset Management, LLC 0.18% 80,083 $1.9M
19 Arlington Capital Management, Inc. 0.15% 11,618 $272K
20 Opulen Financial Group LLC 0.15% 8,947 $209K
21 YANKCOM Partnership 0.15% 15,266 $357K
22 LANDAAS & CO /WI /ADV 0.14% 28,011 $655K
23 FF Advisors,LLC 0.14% 14,285 $335K
24 Cambridge Financial Group, LLC 0.12% 14,794 $346K
25 Foundry Financial Group, Inc. 0.11% 9,824 $230K
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 — 9 quarters in a row: For 9 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 — 78% buying: Last quarter: 76 funds were net buyers (18 opened a brand new position + 58 added to an existing one). Only 21 were sellers (15 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BSMS holders?

Strong quality — 33% AUM from major funds: 11 of 113 holders rank in the top 100 by AUM, accounting for 33% 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, 32% new: Of the 113 current holders: 34 (30%) held >2 years, 43 held 1–2 years, and 36 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.