Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exch Trd Slf Idx Fd (BSMU)

92 + 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
↓ -1
Streak
1Q ▼
Buyers last Q
63%

Smart Money Signals — BSMU

Based on 95 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their BSMU positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
95 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 — +22% more funds vs a year ago

fund count last 6Q
+17 new funds entered over the past year (+22% 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 — 63% buying

57 buying34 selling
Last quarter: 57 funds were net buyers (13 opened a brand new position + 44 added to an existing one). Only 34 were sellers (20 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~13 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 10 → 13 → 17 → 13. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

41% of holders stayed for 2+ years

■ 41% conviction (2yr+) ■ 29% medium ■ 29% new
39 out of 95 hedge funds have held BSMU for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

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

Veteran-anchored — 40% veterans vs 42% newcomers

■ 40% veterans ■ 18% 1-2yr ■ 42% new
Entry-cohort mix of 95 holders: 38 (40%) are 2+ year veterans, 17 entered 1–2 years ago, and 40 (42%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds
12 of 95 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — 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 Q1, 57 hedge funds were net buyers of BSMU (13 opened a new position, 44 added to an existing one), while 34 reduced or exited (20 trimmed, 14 sold completely) — a 63% buyer ratio, indicating clear institutional accumulation. 36% of total institutional value in BSMU is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 95.

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

-- --

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

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

Signal Freshness measures how much BSMU 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 · 74d ago
BSMU
+0.4%
SPY
+14.1%

BSMU outperformed SPY by -13.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 29d ago
BSMU
+0.7%
SPY
+0.3%

Since the filing became public, BSMU 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.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: BSMU
92 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 92 96 -4.17%
13F Shares 7M 7M -0.79%
Total Value $152M $156M -2.54%
New Positions 13 17 -4
Increased Positions 43 47 -4
Closed Positions 17 9 +8
Reduced Positions 18 16 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BSMU

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

92 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Central Valley Advisors, LLC 1.08% 180,723 $3.9M
2 Coastline Complete Wealth LLC 0.94% 69,174 $1.5M
3 Precedent Wealth Partners, LLC 0.81% 186,295 $4.1M
4 Envision Financial Planning, LLC 0.63% 80,344 $1.8M
5 Sarver Vrooman Wealth Advisors 0.52% 38,935 $849K
6 Hills Bank & Trust Co 0.49% 460,879 $10.1M
7 Nestegg Advisors, INC. 0.45% 23,375 $510K
8 Key FInancial Inc 0.44% 113,875 $2.5M
9 Stratos Wealth Advisors, LLC 0.40% 295,609 $6.4M
10 Horizons Wealth Management 0.36% 25,494 $556K
11 Insight Wealth Partners, LLC 0.32% 103,724 $2.3M
12 Parkway Wealth Management Group, LLC 0.31% 113,188 $2.5M
13 Farmers National Bank 0.29% 60,594 $1.3M
14 Howard Wealth Management, LLC 0.28% 30,785 $672K
15 Moneco Advisors, LLC 0.28% 162,700 $3.5M
16 Legacy Private Trust Co. 0.20% 146,913 $3.2M
17 Wingate Wealth Advisors, Inc. 0.19% 16,597 $362K
18 Clark Asset Management, LLC 0.18% 89,281 $1.9M
19 Paulson Wealth Management Inc. 0.18% 34,271 $748K
20 Opulen Financial Group LLC 0.15% 9,868 $215K
21 Addison Advisors LLC 0.14% 30,061 $656K
22 Cambridge Financial Group, LLC 0.13% 17,046 $372K
23 Fourpath Capital Management, LLC 0.13% 40,000 $873K
24 NorthAvenue LLC 0.12% 6,511 $143K
25 Hobbs Group Advisors, LLC 0.11% 16,635 $363K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their BSMU positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for BSMU?

More buyers than sellers — 63% buying: Last quarter: 57 funds were net buyers (13 opened a brand new position + 44 added to an existing one). Only 34 were sellers (20 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BSMU holders?

Strong quality — 36% AUM from major funds: 12 of 95 holders rank in the top 100 by AUM, accounting for 36% 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?

41% of holders stayed for 2+ years: 39 out of 95 hedge funds have held BSMU for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

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

As of today, BSMU has moved +0.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of +0.4%. Since the quarter end (March 31, 2026), BSMU has gained +0.4% vs +14.1% 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.

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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