Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INVESCO EXCH TRD SLF IDX FD (BSMV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
2Q ▲
Buyers last Q
78%

Smart Money Signals — BSMV

Based on 72 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added BSMV 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
72 hedge funds hold BSMV 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 — +36% more funds vs a year ago

fund count last 6Q
+19 new funds entered over the past year (+36% 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

54 buying15 selling
Last quarter: 54 funds were net buyers (10 opened a brand new position + 44 added to an existing one). Only 15 were sellers (9 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~10 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 3 → 15 → 10. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 36% long-term, 32% new

■ 36% conviction (2yr+) ■ 32% medium ■ 32% new
Of the 72 current holders: 26 (36%) held >2 years, 23 held 1–2 years, and 23 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.
➡️

Steady discovery — ~10 new funds/quarter

10 → 9 → 3 → 15 → 10 new funds/Q
New funds entering each quarter: 9 → 3 → 15 → 10. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 32% veterans, 44% new entrants

■ 32% veterans ■ 24% 1-2yr ■ 44% new
Of 72 current holders: 23 (32%) held 2+ years, 17 held 1–2 years, 32 (44%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds
12 of 72 holders rank in the top 100 by AUM, accounting for 39% 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: BSMV

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

Market Analysis: BSMV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BSMV

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

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 0 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: BSMV
2026 Q1 Stats Unlock in 17 days 72 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 72 68 5.88%
13F Shares 5M 4M 31.98%
Total Value $111M $78M 41.71%
New Positions 10 15 -5
Increased Positions 44 34 +10
Closed Positions 6 2 +4
Reduced Positions 9 12 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BSMV

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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)

72 + investors

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

Top 25 institutional holders of BSMV — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 CENTRAL VALLEY ADVISORS, LLC 1.07% 188,576 $3.9M
2 PRECEDENT WEALTH PARTNERS, LLC 0.84% 201,991 $4.2M
3 Hills Bank & Trust Co 0.48% 479,643 $10.0M
4 Key FInancial Inc 0.39% 105,714 $2.2M
5 Parkway Wealth Management Group, LLC 0.27% 101,986 $2.1M
6 Clark Asset Management, LLC 0.18% 93,089 $1.9M
7 Horizons Wealth Management 0.17% 12,605 $263K
8 Avior Wealth Management, LLC 0.13% 223,134 $4.7M
9 Cambridge Financial Group, LLC 0.11% 15,398 $322K
10 Gradient Capital Advisors, LLC 0.11% 19,704 $411K
11 CONFLUENCE INVESTMENT MANAGEMENT LLC 0.10% 311,374 $6.5M
12 Marietta Wealth Management, LLC 0.08% 34,012 $710K
13 Global Financial Private Client, LLC 0.08% 12,208 $255K
14 Legacy Private Trust Co. 0.08% 60,463 $1.3M
15 CARY STREET PARTNERS FINANCIAL LLC 0.04% 75,115 $1.6M
16 NorthAvenue LLC 0.02% 1,424 $30K
17 CGN Advisors LLC 0.02% 10,050 $210K
18 OneAscent Financial Services LLC 0.01% 11,650 $243K
19 Ascentis Independent Advisors 0.01% 6,700 $140K
20 COOKSON PEIRCE & CO INC 0.01% 9,612 $201K
21 Kestra Advisory Services, LLC 0.01% 91,240 $1.9M
22 World Investment Advisors 0.00% 11,390 $238K
23 Sequoia Financial Advisors, LLC 0.00% 28,975 $605K
24 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 41,811 $873K
25 Trust Co 0.00% 443 $9K
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 (BSMV)

What does the Smart Money Trend signal show for BSMV?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added BSMV 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 BSMV?

More buyers than sellers — 78% buying: Last quarter: 54 funds were net buyers (10 opened a brand new position + 44 added to an existing one). Only 15 were sellers (9 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BSMV holders?

Strong quality — 39% AUM from major funds: 12 of 72 holders rank in the top 100 by AUM, accounting for 39% 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 BSMV?

Mixed — 36% long-term, 32% new: Of the 72 current holders: 26 (36%) held >2 years, 23 held 1–2 years, and 23 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.