Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INVESCO EXCH TRD SLF IDX FD (BSMY)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
4Q ▲
Buyers last Q
85%

Smart Money Signals — BSMY

Based on 45 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 4Q
For 4 consecutive quarters, more hedge funds added BSMY 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
45 hedge funds hold BSMY right now — the highest count in 1.2 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 — +350% more funds vs a year ago

fund count last 5Q
+35 new funds entered over the past year (+350% 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 — 85% buying

35 buying6 selling
Last quarter: 35 funds were net buyers (5 opened a brand new position + 30 added to an existing one). Only 6 were sellers (5 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-9 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 17 → 7 → 14 → 5. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 53% entered in last year

■ 0% conviction (2yr+) ■ 47% medium ■ 53% 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.
📊

Peak discovery — momentum slowing

17 → 7 → 14 → 5 new funds/Q
New funds entering each quarter: 17 → 7 → 14 → 5. BSMY is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new
Of 45 current holders: 45 (100%) 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.
📋

Smaller funds dominant — 19% AUM from top-100

19% from top-100 AUM funds
8 of 45 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
6.2
out of 10
Moderate Exit Risk
Exit risk score 6.2/10 — 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: BSMY

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

Market Analysis: BSMY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BSMY

-- --
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
0.7
/ 10
conviction
Hedge Fund Positioning: BSMY
2026 Q1 Stats Unlock in 18 days 45 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 45 41 9.76%
13F Shares 3M 2M 34.56%
Total Value $62M $46M 35.99%
New Positions 5 14 -9
Increased Positions 30 20 +10
Closed Positions 1 3 -2
Reduced Positions 5 4 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BSMY

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
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) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

45 + investors

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

Top 17 institutional holders of BSMY — 2025 Q4 · 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 Tassel Capital Management, Inc. 0.22% 16,546 $401K
4 Key FInancial Inc 0.14% 31,595 $766K
5 Hills Bank & Trust Co 0.13% 110,162 $2.7M
6 CONFLUENCE INVESTMENT MANAGEMENT LLC 0.12% 327,709 $7.9M
7 PRECEDENT WEALTH PARTNERS, LLC 0.10% 20,633 $501K
8 Clark Asset Management, LLC 0.08% 35,626 $864K
9 Bill Few Associates, Inc. 0.05% 9,420 $229K
10 Ascentis Independent Advisors 0.01% 5,800 $141K
11 COOKSON PEIRCE & CO INC 0.01% 8,352 $203K
12 Kestra Advisory Services, LLC 0.01% 69,258 $1.7M
13 Sequoia Financial Advisors, LLC 0.00% 24,212 $587K
14 IFP Advisors, Inc 0.00% 3,500 $85K
15 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 13,933 $338K
16 Root Financial Partners, LLC 0.00% 135 $3K
17 FIFTH THIRD BANCORP 0.00% 1,654 $40K
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?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added BSMY 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 BSMY?

More buyers than sellers — 85% buying: Last quarter: 35 funds were net buyers (5 opened a brand new position + 30 added to an existing one). Only 6 were sellers (5 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BSMY holders?

Smaller funds dominant — 19% AUM from top-100: 8 of 45 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held BSMY?

Mostly new holders — 53% 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.

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.