Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INVESCO EXCH TRD SLF IDX FD (BSMT)

100 + 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
↑ +7
Streak
9Q ▲
Buyers last Q
82%

Smart Money Signals — BSMT

Based on 100 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 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
100 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 — +35% more funds vs a year ago

fund count last 6Q
+26 new funds entered over the past year (+35% 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

68 buying15 selling
Last quarter: 68 funds were net buyers (11 opened a brand new position + 57 added to an existing one). Only 15 were sellers (11 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 13 → 7 → 13 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 33% long-term, 29% new

■ 33% conviction (2yr+) ■ 38% medium ■ 29% new
Of the 100 current holders: 33 (33%) held >2 years, 38 held 1–2 years, and 29 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.
💰

Value +52% but shares only +27% — price-driven

Value
+51%
Shares
+26%
Last quarter: the total dollar value of institutional holdings rose +52%, but actual share count only changed +27%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

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

Mixed cohorts — 27% veterans, 48% new entrants

■ 27% veterans ■ 25% 1-2yr ■ 48% new
Of 100 current holders: 27 (27%) held 2+ years, 25 held 1–2 years, 48 (48%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds
12 of 100 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in BSMT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
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.

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

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

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 0 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: BSMT
2026 Q1 Stats Unlock in 19 days 100 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 100 93 7.53%
13F Shares 7M 6M 26.85%
Total Value $199M $131M 51.73%
New Positions 11 13 -2
Increased Positions 57 49 +8
Closed Positions 4 6 -2
Reduced Positions 11 16 -5
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: --

Market Cap --
Enterprise Value --
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Forward P/E --
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) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

100 + investors

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

Top 25 institutional holders of BSMT — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 CENTRAL VALLEY ADVISORS, LLC 1.11% 176,473 $4.1M
2 PRECEDENT WEALTH PARTNERS, LLC 0.77% 166,299 $3.8M
3 Key FInancial Inc 0.45% 110,776 $2.6M
4 Kathmere Capital Management, LLC 0.36% 251,833 $5.8M
5 Horizons Wealth Management 0.35% 23,343 $537K
6 Cooksen Wealth, LLC 0.25% 15,203 $350K
7 Invariant Investment Management 0.24% 16,774 $388K
8 Clark Asset Management, LLC 0.21% 98,737 $2.3M
9 Wingate Wealth Advisors, Inc. 0.19% 15,737 $362K
10 WESPAC Advisors, LLC 0.16% 13,000 $299K
11 Opulen Financial Group LLC 0.15% 9,464 $218K
12 Avior Wealth Management, LLC 0.15% 229,676 $5.3M
13 Cambridge Financial Group, LLC 0.12% 15,938 $367K
14 Legacy Private Trust Co. 0.12% 87,429 $2.0M
15 FF Advisors,LLC 0.12% 12,961 $299K
16 NorthAvenue LLC 0.11% 5,849 $135K
17 Foundry Financial Group, Inc. 0.11% 9,528 $219K
18 FOURPATH CAPITAL MANAGEMENT, LLC 0.11% 32,363 $745K
19 YANKCOM Partnership 0.10% 10,759 $248K
20 SILVERLAKE WEALTH MANAGEMENT LLC 0.10% 20,599 $474K
21 SENTINEL PENSION ADVISORS, LLC 0.10% 28,720 $661K
22 TLWM 0.09% 22,162 $510K
23 Marietta Wealth Management, LLC 0.08% 30,959 $713K
24 River Street Advisors LLC 0.08% 10,513 $242K
25 WealthBridge Capital Management, LLC 0.08% 14,300 $329K
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 — 9 quarters in a row: For 9 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 — 82% buying: Last quarter: 68 funds were net buyers (11 opened a brand new position + 57 added to an existing one). Only 15 were sellers (11 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BSMT holders?

Elite ownership — 51% AUM from top-100 funds: 12 of 100 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in BSMT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held BSMT?

Mixed — 33% long-term, 29% new: Of the 100 current holders: 33 (33%) held >2 years, 38 held 1–2 years, and 29 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.