Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exch Trd Slf Idx Fd (BSMW)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
1Q ▲
Buyers last Q
74%

Smart Money Signals — BSMW

Based on 69 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 BSMW 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
69 hedge funds hold BSMW 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 — +30% more funds vs a year ago

fund count last 6Q
+16 new funds entered over the past year (+30% 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 — 74% buying

49 buying17 selling
Last quarter: 49 funds were net buyers (11 opened a brand new position + 38 added to an existing one). Only 17 were sellers (10 trimmed + 7 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: 10 → 6 → 8 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

46% of holders stayed for 2+ years

■ 46% conviction (2yr+) ■ 26% medium ■ 28% new
32 out of 69 hedge funds have held BSMW 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

2 → 10 → 6 → 8 → 11 new funds/Q
New funds entering each quarter: 10 → 6 → 8 → 11. A growing number of institutions are discovering BSMW each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 35% veterans, 32% new entrants

■ 35% veterans ■ 33% 1-2yr ■ 32% new
Of 69 current holders: 24 (35%) held 2+ years, 23 held 1–2 years, 22 (32%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds
14 of 69 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in BSMW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 — BSMW

In 2026 Q2, 49 hedge funds were net buyers of BSMW (11 opened a new position, 38 added to an existing one), while 17 reduced or exited (10 trimmed, 7 sold completely) — a 74% buyer ratio, indicating clear institutional accumulation. 42% of total institutional value in BSMW is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 69.

Hedge Fund Ownership: BSMW

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

Market Analysis: BSMW

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BSMW

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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.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: BSMW
69 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 69 65 6.15%
13F Shares 5M 4M 15.59%
Total Value $130M $110M 17.96%
New Positions 11 8 +3
Increased Positions 38 36 +2
Closed Positions 7 8 -1
Reduced Positions 10 12 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BSMW

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Institutional Holders (2026 Q2)

69 + investors

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

QUARTER:
Top 25 BSMW holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Envision Financial Planning, LLC 0.98% 120,053 $3.0M
2 Precedent Wealth Partners, LLC 0.72% 173,161 $4.4M
3 Stratos Wealth Advisors, LLC 0.39% 281,549 $7.1M
4 Invariant Investment Management 0.24% 16,316 $411K
5 Key FInancial Inc 0.23% 54,685 $1.4M
6 Moneco Advisors, LLC 0.18% 120,153 $3.0M
7 Clark Asset Management, LLC 0.18% 88,780 $2.2M
8 Legacy Private Trust Co. 0.16% 115,658 $2.9M
9 Hills Bank & Trust Co 0.15% 143,604 $3.6M
10 Addison Advisors LLC 0.14% 12,085 $304K
11 Opulen Financial Group LLC 0.14% 8,992 $226K
12 Atlantic Union Bankshares Corp 0.12% 274,117 $6.9M
13 Confluence Investment Management LLC 0.08% 197,253 $5.0M
14 Marietta Wealth Management, LLC 0.07% 28,600 $719K
15 Bill Few Associates, Inc. 0.07% 12,157 $306K
16 Jacobi Capital Management LLC 0.05% 39,186 $985K
17 Crews Bank & Trust 0.04% 11,040 $278K
18 Asset Dedication, LLC 0.03% 20,740 $521K
19 Sax Wealth Advisors, LLC 0.03% 25,938 $645K
20 NorthAvenue LLC 0.03% 1,451 $36K
21 IFG Advisory, LLC 0.02% 24,865 $625K
22 VestGen Advisors, LLC 0.02% 28,667 $721K
23 Wedmont Private Capital 0.02% 27,948 $701K
24 Lido Advisors, LLC 0.02% 279,328 $7.0M
25 Leavell Investment Management, INC. 0.01% 11,365 $286K
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 (BSMW)

What does the Smart Money Trend signal show for BSMW?

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

More buyers than sellers — 74% buying: Last quarter: 49 funds were net buyers (11 opened a brand new position + 38 added to an existing one). Only 17 were sellers (10 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BSMW holders?

Elite ownership — 42% AUM from top-100 funds: 14 of 69 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in BSMW. 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 BSMW?

46% of holders stayed for 2+ years: 32 out of 69 hedge funds have held BSMW 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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