Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exch Trd Slf Idx Fd (BSMV)

87 + 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
↑ +9
Streak
4Q ▲
Buyers last Q
68%

Smart Money Signals — BSMV

Based on 88 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 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
88 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 — +49% more funds vs a year ago

fund count last 6Q
+29 new funds entered over the past year (+49% 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 — 68% buying

58 buying27 selling
Last quarter: 58 funds were net buyers (18 opened a brand new position + 40 added to an existing one). Only 27 were sellers (18 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 BSMV position: 15 → 10 → 11 → 18. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

41% of holders stayed for 2+ years

■ 41% conviction (2yr+) ■ 24% medium ■ 35% new
36 out of 88 hedge funds have held BSMV 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

4 → 15 → 10 → 11 → 18 new funds/Q
New funds entering each quarter: 15 → 10 → 11 → 18. A growing number of institutions are discovering BSMV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 35% veterans, 42% new entrants

■ 35% veterans ■ 23% 1-2yr ■ 42% new
Of 88 current holders: 31 (35%) held 2+ years, 20 held 1–2 years, 37 (42%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 29% AUM from major funds

29% from top-100 AUM funds
14 of 88 holders rank in the top 100 by AUM, accounting for 29% 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.

Institutional Sentiment Summary — BSMV

In 2026 Q2, 58 hedge funds were net buyers of BSMV (18 opened a new position, 40 added to an existing one), while 27 reduced or exited (18 trimmed, 9 sold completely) — a 68% buyer ratio, indicating clear institutional accumulation. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 29% of total institutional value in BSMV 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: 88.

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

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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.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: BSMV
2026 Q3 Stats Unlock in 41 days 87 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 87 79 10.13%
13F Shares 6M 6M 3.69%
Total Value $127M $121M 5.29%
New Positions 17 11 +6
Increased Positions 40 42 -2
Closed Positions 9 8 +1
Reduced Positions 18 15 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BSMV

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Institutional Holders (2026 Q2)

87 + investors

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

QUARTER:
Top 25 BSMV 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% 181,265 $3.8M
2 Envision Financial Planning, LLC 0.80% 117,801 $2.5M
3 Precedent Wealth Partners, LLC 0.75% 216,030 $4.5M
4 Hills Bank & Trust Co 0.32% 360,323 $7.6M
5 Parkway Wealth Management Group, LLC 0.25% 105,220 $2.2M
6 Farmers National Bank 0.25% 57,080 $1.2M
7 Key FInancial Inc 0.25% 71,944 $1.5M
8 Intentional Wealth Strategies, LLC 0.23% 11,809 $248K
9 Kinetic Wealth Investment Advisors LLC 0.18% 18,084 $379K
10 Moneco Advisors, LLC 0.18% 139,362 $2.9M
11 Clark Asset Management, LLC 0.18% 106,337 $2.2M
12 Legacy Private Trust Co. 0.14% 121,639 $2.6M
13 Gradient Capital Advisors, LLC 0.10% 19,704 $413K
14 Confluence Investment Management LLC 0.10% 290,826 $6.1M
15 Garrett Wealth Advisory Group, LLC 0.09% 29,282 $614K
16 Addison Advisors LLC 0.09% 9,064 $190K
17 Avior Wealth Management, LLC 0.08% 152,733 $3.2M
18 Atlantic Union Bankshares Corp 0.08% 240,138 $5.0M
19 Marietta Wealth Management, LLC 0.07% 34,012 $714K
20 Global Financial Private Client, LLC 0.07% 12,208 $256K
21 NorthAvenue LLC 0.05% 3,399 $71K
22 Cary Street Partners Financial LLC 0.05% 109,755 $2.3M
23 Jacobi Capital Management LLC 0.05% 46,830 $983K
24 Asset Dedication, LLC 0.04% 28,868 $606K
25 Crews Bank & Trust 0.04% 13,265 $278K
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 — 4 quarters in a row: For 4 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 — 68% buying: Last quarter: 58 funds were net buyers (18 opened a brand new position + 40 added to an existing one). Only 27 were sellers (18 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BSMV holders?

Strong quality — 29% AUM from major funds: 14 of 88 holders rank in the top 100 by AUM, accounting for 29% 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?

41% of holders stayed for 2+ years: 36 out of 88 hedge funds have held BSMV 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.

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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