Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INVESCO EXCH TRD SLF IDX FD (BSMW)

62 + 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
2Q ▲
Buyers last Q
77%

Smart Money Signals — BSMW

Based on 62 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 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
62 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 — +27% more funds vs a year ago

fund count last 6Q
+13 new funds entered over the past year (+27% 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 — 77% buying

44 buying13 selling
Last quarter: 44 funds were net buyers (6 opened a brand new position + 38 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 — ~6 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 2 → 9 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 31% long-term, 26% new

■ 31% conviction (2yr+) ■ 44% medium ■ 26% new
Of the 62 current holders: 19 (31%) held >2 years, 27 held 1–2 years, and 16 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 — ~6 new funds/quarter

12 → 9 → 2 → 9 → 6 new funds/Q
New funds entering each quarter: 9 → 2 → 9 → 6. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 15% veterans, 44% new entrants

■ 15% veterans ■ 42% 1-2yr ■ 44% new
Of 62 current holders: 9 (15%) held 2+ years, 26 held 1–2 years, 27 (44%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
13 of 62 holders are among the 100 largest funds by AUM, controlling 45% 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.
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.

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

-- --

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

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
0.6
/ 10
conviction
Hedge Fund Positioning: BSMW
2026 Q1 Stats Unlock in 12 days 62 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 62 58 6.9%
13F Shares 4M 3M 23.92%
Total Value $91M $73M 24.95%
New Positions 6 9 -3
Increased Positions 38 34 +4
Closed Positions 2 2 -
Reduced Positions 11 12 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BSMW

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
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Forward P/E --
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) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

62 + investors

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

Top 25 institutional holders of BSMW — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 PRECEDENT WEALTH PARTNERS, LLC 0.80% 161,355 $4.0M
2 Stratos Wealth Advisors, LLC 0.36% 238,650 $5.9M
3 Invariant Investment Management 0.25% 16,187 $406K
4 MONECO ADVISORS, LLC 0.22% 114,289 $2.8M
5 Key FInancial Inc 0.22% 49,403 $1.2M
6 Clark Asset Management, LLC 0.16% 69,307 $1.7M
7 Opulen Financial Group LLC 0.16% 8,920 $222K
8 Hills Bank & Trust Co 0.14% 115,584 $2.9M
9 Legacy Private Trust Co. 0.11% 69,770 $1.7M
10 Marietta Wealth Management, LLC 0.08% 28,600 $711K
11 CONFLUENCE INVESTMENT MANAGEMENT LLC 0.08% 212,666 $5.3M
12 Cambridge Financial Group, LLC 0.08% 9,715 $241K
13 Bill Few Associates, Inc. 0.07% 12,157 $302K
14 NorthAvenue LLC 0.03% 1,451 $36K
15 Ascentis Independent Advisors 0.01% 5,650 $140K
16 Kestra Advisory Services, LLC 0.01% 108,408 $2.7M
17 COOKSON PEIRCE & CO INC 0.01% 8,208 $204K
18 GILL CAPITAL PARTNERS, LLC 0.01% 940 $23K
19 INDEPENDENT FINANCIAL GROUP, LLC 0.01% 9,000 $224K
20 Sequoia Financial Advisors, LLC 0.00% 24,945 $620K
21 MML INVESTORS SERVICES, LLC 0.00% 41,730 $1.0M
22 HighTower Advisors, LLC 0.00% 106,184 $2.6M
23 LPL Financial LLC 0.00% 421,922 $10.5M
24 First Command Advisory Services, Inc. 0.00% 6,047 $150K
25 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% 65,511 $1.6M
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 — 2 quarters in a row: For 2 consecutive quarters, 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 — 77% buying: Last quarter: 44 funds were net buyers (6 opened a brand new position + 38 added to an existing one). Only 13 were sellers (11 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BSMW holders?

Elite ownership — 45% AUM from top-100 funds: 13 of 62 holders are among the 100 largest funds by AUM, controlling 45% 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?

Mixed — 31% long-term, 26% new: Of the 62 current holders: 19 (31%) held >2 years, 27 held 1–2 years, and 16 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.