Stock Analysis

INVESCO EXCH TRD SLF IDX FD (BSMW)

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
2Q ▲
Buyers last Q
75%

Smart Money Signals — BSMW

Based on 56 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 this stock 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 trade.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
56 hedge funds hold this stock 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 'crowded trade' — high ownership doesn't mean safe.
🚀

Fast accumulation — +24% more funds vs a year ago

fund count last 6Q
+11 new funds entered over the past year (+24% 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 — 75% buying

38 buying13 selling
Last quarter: 38 funds were net buyers (5 opened a brand new position + 33 added to an existing one). Only 13 were sellers (11 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~5 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 2 → 9 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 32% long-term, 27% new

32% conviction (2yr+) 41% medium 27% new
Of the 56 current holders: 18 (32%) held >2 years, 23 held 1–2 years, and 15 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 — ~5 new funds/quarter

10 → 7 → 2 → 9 → 5 new funds/Q
New funds entering each quarter: 7 → 2 → 9 → 5. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 16% veterans, 41% new entrants

16% veterans 43% 1-2yr 41% new
Of 56 current holders: 9 (16%) held 2+ years, 24 held 1–2 years, 23 (41%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 49% AUM from top-100 funds

49% from top-100 AUM funds
13 of 56 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in this stock. When the biggest players hold the majority of a position, it reflects deep institutional conviction — large funds have the most resources for due diligence and the most at stake.
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.

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

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Analyst Price Targets

-- Low
-- High
-- Average
-- Current

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BSMW

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Hedge Fund Positioning: BSMW
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Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change

Statistics: BSMW

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Institutional Holders (2025 Q4)
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Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy
Price
13F Score™ 3Y / 7Y Shares Mkt Value Change Change % Source Quarter Filed