Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exch Trd Slf Idx Fd (BSMU)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +13
Streak
1Q ▲
Buyers last Q
66%

Smart Money Signals — BSMU

Based on 108 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added BSMU 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
108 hedge funds hold BSMU 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 — +33% more funds vs a year ago

fund count last 6Q
+27 new funds entered over the past year (+33% 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 — 66% buying

63 buying32 selling
Last quarter: 63 funds were net buyers (21 opened a brand new position + 42 added to an existing one). Only 32 were sellers (24 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter
Funds opening a new BSMU position: 13 → 17 → 13 → 21. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 38% long-term, 34% new

■ 38% conviction (2yr+) ■ 28% medium ■ 34% new
Of the 108 current holders: 41 (38%) held >2 years, 30 held 1–2 years, and 37 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

10 → 13 → 17 → 13 → 21 new funds/Q
New funds entering each quarter: 13 → 17 → 13 → 21. A growing number of institutions are discovering BSMU each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 35% veterans, 40% new entrants

■ 35% veterans ■ 25% 1-2yr ■ 40% new
Of 108 current holders: 38 (35%) held 2+ years, 27 held 1–2 years, 43 (40%) 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
12 of 108 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.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — 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 — BSMU

In 2026 Q2, 63 hedge funds were net buyers of BSMU (21 opened a new position, 42 added to an existing one), while 32 reduced or exited (24 trimmed, 8 sold completely) — a 66% buyer ratio, indicating clear institutional accumulation. 32% of total institutional value in BSMU is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +13 funds (more new holders than closures). Total institutional holders: 108.

Hedge Fund Ownership: BSMU

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

Market Analysis: BSMU

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BSMU

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: BSMU
107 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 107 95 12.63%
13F Shares 8M 7M 12.29%
Total Value $176M $157M 12.63%
New Positions 20 13 +7
Increased Positions 42 44 -2
Closed Positions 8 14 -6
Reduced Positions 24 20 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BSMU

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Institutional Holders (2026 Q2)

107 + investors

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

QUARTER:
Top 25 BSMU holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Central Valley Advisors, LLC 0.98% 173,734 $3.8M
2 Precedent Wealth Partners, LLC 0.73% 199,682 $4.4M
3 Envision Financial Planning, LLC 0.59% 82,807 $1.8M
4 Kinetic Wealth Investment Advisors LLC 0.56% 53,773 $1.2M
5 Sarver Vrooman Wealth Advisors 0.51% 39,012 $854K
6 Stratos Wealth Advisors, LLC 0.38% 319,294 $7.0M
7 Hills Bank & Trust Co 0.38% 405,165 $8.9M
8 Kathmere Capital Management, LLC 0.32% 275,686 $6.0M
9 Insight Wealth Partners, LLC 0.31% 103,724 $2.3M
10 Parkway Wealth Management Group, LLC 0.29% 116,372 $2.6M
11 Key FInancial Inc 0.29% 81,108 $1.8M
12 Farmers National Bank 0.28% 61,618 $1.4M
13 Howard Wealth Management, LLC 0.23% 28,390 $622K
14 Moneco Advisors, LLC 0.22% 166,980 $3.7M
15 Legacy Private Trust Co. 0.22% 182,183 $4.0M
16 Clark Asset Management, LLC 0.19% 112,774 $2.5M
17 Nestegg Advisors, INC. 0.18% 11,874 $260K
18 Wingate Wealth Advisors, Inc. 0.16% 16,716 $366K
19 Paulson Wealth Management Inc. 0.16% 34,285 $751K
20 Virtue Asset Management LLC 0.14% 9,278 $203K
21 Opulen Financial Group LLC 0.14% 9,926 $218K
22 WESPAC Advisors, LLC 0.12% 11,420 $250K
23 Fourpath Capital Management, LLC 0.12% 40,000 $877K
24 NorthAvenue LLC 0.11% 6,785 $149K
25 Addison Advisors LLC 0.10% 10,021 $220K
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 (BSMU)

What does the Smart Money Trend signal show for BSMU?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added BSMU 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 BSMU?

More buyers than sellers — 66% buying: Last quarter: 63 funds were net buyers (21 opened a brand new position + 42 added to an existing one). Only 32 were sellers (24 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BSMU holders?

Strong quality — 32% AUM from major funds: 12 of 108 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 BSMU?

Mixed — 38% long-term, 34% new: Of the 108 current holders: 41 (38%) held >2 years, 30 held 1–2 years, and 37 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.

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