Invesco Exch Trd Slf Idx Fd (BSMY): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Invesco Exch Trd Slf Idx Fd (BSMY) following the 2026 Q1 hedge fund 13F filings?

As of today, BSMY has moved +1.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of -0.6%. Since the quarter end (March 31, 2026), BSMY gained +1.4% vs +15.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Invesco Exch Trd Slf Idx Fd (BSMY)

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

Smart Money Signals — BSMY

Based on 45 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 5Q

For 1 consecutive quarter, more hedge funds reduced or closed their BSMY positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

🏔️

At the ownership peak (98% of max)

98% of all-time peak

45 hedge funds hold BSMY right now — the highest count in 1.5 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 — +73% more funds vs a year ago

fund count last 6Q

+19 new funds entered over the past year (+73% 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. The peak was reached in just 4 quarters from the low — a sharp move.

🟢

More buyers than sellers — 63% buying

29 buying17 selling

Last quarter: 29 funds were net buyers (5 opened a brand new position + 24 added to an existing one). Only 17 were sellers (11 trimmed + 6 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 → 14 → 6 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 40% entered in last year

■ 0% conviction (2yr+) ■ 60% medium ■ 40% new

Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

⚠️

Saturation — most institutions already know this story

17 → 7 → 14 → 6 → 5 new funds/Q

New funds entering each quarter: 7 → 14 → 6 → 5. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.

🌱

Early stage — 82% of holders entered in last year

■ 0% veterans ■ 18% 1-2yr ■ 82% new

Of 45 current holders: 37 (82%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

✅

Strong quality — 25% AUM from major funds

25% from top-100 AUM funds

10 of 45 holders rank in the top 100 by AUM, accounting for 25% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

4.7

out of 10

Moderate Exit Risk

Exit risk score 4.7/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	44	46	-4.35%
13F Shares	3M	3M	-0.85%
Total Value	$64M	$66M	-2.14%
New Positions	5	6	-1
Increased Positions	24	30	-6
Closed Positions	7	1	+6
Reduced Positions	10	5	+5
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

-4.35%

13F Shares

-0.85%

Total Value

$64M

$66M

-2.14%

New Positions

-1

Increased Positions

-6

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

44 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 BSMY holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Nestegg Advisors, INC.	1.67%	78,459	$1.9M
2	BCS Wealth Management	1.15%	231,468	$5.6M
3	Envision Financial Planning, LLC	1.01%	114,993	$2.8M
4	Tassel Capital Management, Inc.	0.22%	16,546	$401K
5	Yarger Wealth Strategies, LLC	0.15%	15,863	$385K
6	Key FInancial Inc	0.14%	31,595	$766K
7	Hills Bank & Trust Co	0.13%	110,162	$2.7M
8	Addison Advisors LLC	0.13%	23,427	$568K
9	Confluence Investment Management LLC	0.12%	327,709	$7.9M
10	Precedent Wealth Partners, LLC	0.10%	20,633	$501K
11	Moneco Advisors, LLC	0.09%	47,621	$1.2M
12	Clark Asset Management, LLC	0.08%	35,626	$864K
13	Atlantic Union Bankshares Corp	0.07%	148,354	$3.6M
14	Bill Few Associates, Inc.	0.05%	9,420	$229K
15	Jacobi Capital Management LLC	0.02%	12,150	$295K
16	D.A. Davidson & CO.	0.01%	95,856	$2.3M
17	Asset Dedication, LLC	0.01%	7,064	$171K
18	Ascentis Independent Advisors	0.01%	5,800	$141K
19	Cookson Peirce & Co Inc	0.01%	8,352	$203K
20	Kestra Advisory Services, LLC	0.01%	69,258	$1.7M
21	Equitable Holdings, Inc.	0.00%	25,606	$629K
22	Larson Financial Group LLC	0.00%	4,662	$113K
23	Sequoia Financial Advisors, LLC	0.00%	24,212	$587K
24	United Capital Financial Advisors, LLC	0.00%	15,994	$386K
25	HighTower Advisors, LLC	0.00%	87,278	$2.1M

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 (BSMY)

What does the Smart Money Trend signal show for BSMY?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their BSMY positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for BSMY?

More buyers than sellers — 63% buying: Last quarter: 29 funds were net buyers (5 opened a brand new position + 24 added to an existing one). Only 17 were sellers (11 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BSMY holders?

Strong quality — 25% AUM from major funds: 10 of 45 holders rank in the top 100 by AUM, accounting for 25% 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 BSMY?

Mostly new holders — 40% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Invesco Exch Trd Slf Idx Fd (BSMY) following the 2026 Q1 hedge fund 13F filings?

As of today, BSMY has moved +1.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of -0.6%. Since the quarter end (March 31, 2026), BSMY has gained +1.4% vs +15.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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Invesco Exch Trd Slf Idx Fd (BSMY)

Smart Money Signals — BSMY

Selling streak — 1 quarter in a row

At the ownership peak (98% of max)

Fast accumulation — +73% more funds vs a year ago

More buyers than sellers — 63% buying

Steady new buyers — ~5 new funds per quarter

Mostly new holders — 40% entered in last year

Saturation — most institutions already know this story

Early stage — 82% of holders entered in last year

Strong quality — 25% AUM from major funds

Institutional Sentiment Summary — BSMY

Hedge Fund Ownership: BSMY

Market Analysis: BSMY

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: BSMY

Is It Too Late to Buy Invesco Exch Trd Slf Idx Fd (BSMY) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: BSMY

Statistics: BSMY

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Invesco Exch Trd Slf Idx Fd (BSMY)

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