Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exch Trd Slf Idx Fd (BSMT)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
10Q ▲
Buyers last Q
70%

Smart Money Signals — BSMT

Based on 115 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 BSMT 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
115 hedge funds hold BSMT 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 — +31% more funds vs a year ago

fund count last 6Q
+27 new funds entered over the past year (+31% 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

74 buying31 selling
Last quarter: 74 funds were net buyers (18 opened a brand new position + 56 added to an existing one). Only 31 were sellers (22 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new BSMT position: 7 → 13 → 11 → 18. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 36% long-term, 30% new

■ 36% conviction (2yr+) ■ 34% medium ■ 30% new
Of the 115 current holders: 41 (36%) held >2 years, 39 held 1–2 years, and 35 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.
💎

Buying through price weakness — shares +6%, value -10%

Value
-10%
Shares
+5%
Last quarter: funds added +6% more shares while total portfolio value only changed -10%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

13 → 7 → 13 → 11 → 18 new funds/Q
New funds entering each quarter: 7 → 13 → 11 → 18. A growing number of institutions are discovering BSMT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 34% veterans, 41% new entrants

■ 34% veterans ■ 25% 1-2yr ■ 41% new
Of 115 current holders: 39 (34%) held 2+ years, 29 held 1–2 years, 47 (41%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 27% AUM from major funds

27% from top-100 AUM funds
12 of 115 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — 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.

Institutional Sentiment Summary — BSMT

In 2026 Q1, 74 hedge funds were net buyers of BSMT (18 opened a new position, 56 added to an existing one), while 31 reduced or exited (22 trimmed, 9 sold completely) — a 70% buyer ratio, indicating clear institutional accumulation. This marks 10 consecutive quarters of net institutional buying — a persistent conviction signal. 27% of total institutional value in BSMT is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +9 funds (more new holders than closures). Total institutional holders: 115.

Hedge Fund Ownership: BSMT

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

Market Analysis: BSMT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BSMT

-- --

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

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

Signal Freshness measures how much BSMT 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 · 79d ago
BSMT
+0.3%
SPY
+13.9%

BSMT outperformed SPY by -13.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
BSMT
+0.6%
SPY
+0.2%

Since the filing became public, BSMT outperformed SPY by +0.4% .

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.

5 top-rated funds 0 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: BSMT
111 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 111 106 4.72%
13F Shares 8M 8M 2.3%
Total Value $190M $219M -13.11%
New Positions 17 11 +6
Increased Positions 54 60 -6
Closed Positions 12 4 +8
Reduced Positions 21 12 +9
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BSMT

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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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

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
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Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

111 + investors

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

QUARTER:
Top 25 BSMT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Elequin Capital, LP 1.86% 943,376 $22.1M
2 Central Valley Advisors, LLC 1.11% 176,473 $4.1M
3 Coastline Complete Wealth LLC 0.98% 68,735 $1.6M
4 Precedent Wealth Partners, LLC 0.77% 166,299 $3.8M
5 Hills Bank & Trust Co 0.73% 659,279 $15.2M
6 Key FInancial Inc 0.45% 110,776 $2.6M
7 Kathmere Capital Management, LLC 0.36% 251,833 $5.8M
8 Horizons Wealth Management 0.35% 23,343 $537K
9 Paulson Wealth Management Inc. 0.31% 57,536 $1.3M
10 Moneco Advisors, LLC 0.27% 153,210 $3.5M
11 Intentional Wealth Strategies, LLC 0.27% 12,444 $287K
12 Farmers National Bank 0.27% 52,436 $1.2M
13 Cooksen Wealth, LLC 0.25% 15,203 $350K
14 Howard Wealth Management, LLC 0.25% 25,392 $585K
15 Invariant Investment Management 0.24% 16,774 $388K
16 Financial Solutions Advisory Group, Inc. 0.23% 72,527 $1.7M
17 Clark Asset Management, LLC 0.21% 98,737 $2.3M
18 Wingate Wealth Advisors, Inc. 0.19% 15,737 $362K
19 WESPAC Advisors, LLC 0.16% 13,000 $299K
20 Hobbs Group Advisors, LLC 0.16% 23,749 $547K
21 Opulen Financial Group LLC 0.15% 9,464 $218K
22 Avior Wealth Management, LLC 0.15% 229,676 $5.3M
23 Addison Advisors LLC 0.13% 25,578 $589K
24 Cambridge Financial Group, LLC 0.12% 15,938 $367K
25 Legacy Private Trust Co. 0.12% 87,429 $2.0M
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 (BSMT)

What does the Smart Money Trend signal show for BSMT?

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

More buyers than sellers — 70% buying: Last quarter: 74 funds were net buyers (18 opened a brand new position + 56 added to an existing one). Only 31 were sellers (22 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BSMT holders?

Strong quality — 27% AUM from major funds: 12 of 115 holders rank in the top 100 by AUM, accounting for 27% 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 BSMT?

Mixed — 36% long-term, 30% new: Of the 115 current holders: 41 (36%) held >2 years, 39 held 1–2 years, and 35 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 (BSMT) following the 2026 Q1 hedge fund 13F filings?

As of today, BSMT has moved +0.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +0.4%. Since the quarter end (March 31, 2026), BSMT has gained +0.3% vs +13.9% 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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