Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exch Trd Slf Idx Fd (BSMY)

55 + 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
↑ +10
Streak
1Q ▲
Buyers last Q
85%

Smart Money Signals — BSMY

Based on 55 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 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
55 hedge funds hold BSMY right now — the highest count in 1.8 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 — +83% more funds vs a year ago

fund count last 6Q
+25 new funds entered over the past year (+83% 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 — 85% buying

44 buying8 selling
Last quarter: 44 funds were net buyers (12 opened a brand new position + 32 added to an existing one). Only 8 were sellers (6 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new BSMY position: 14 → 6 → 5 → 12. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 36% entered in last year

■ 0% conviction (2yr+) ■ 64% medium ■ 36% 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.
➡️

Steady discovery — ~12 new funds/quarter

7 → 14 → 6 → 5 → 12 new funds/Q
New funds entering each quarter: 14 → 6 → 5 → 12. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 58% of holders entered in last year

■ 0% veterans ■ 42% 1-2yr ■ 58% new
Of 55 current holders: 32 (58%) 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 — 23% AUM from major funds

23% from top-100 AUM funds
10 of 55 holders rank in the top 100 by AUM, accounting for 23% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.5
out of 10
Moderate Exit Risk
Exit risk score 4.5/10 — 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.

Institutional Sentiment Summary — BSMY

In 2026 Q2, 44 hedge funds were net buyers of BSMY (12 opened a new position, 32 added to an existing one), while 8 reduced or exited (6 trimmed, 2 sold completely) — a 85% buyer ratio, indicating clear institutional accumulation. 23% of total institutional value in BSMY is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +10 funds (more new holders than closures). Total institutional holders: 55.

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

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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 1 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: BSMY
55 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 55 45 22.22%
13F Shares 3M 3M 19.4%
Total Value $78M $64M 21.3%
New Positions 12 5 +7
Increased Positions 32 24 +8
Closed Positions 2 6 -4
Reduced Positions 6 11 -5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BSMY

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Financial Highlights

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Institutional Holders (2026 Q2)

55 + 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:
Top 25 BSMY holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Nestegg Advisors, INC. 2.16% 124,044 $3.1M
2 BCS Wealth Management 1.04% 234,983 $5.8M
3 Envision Financial Planning, LLC 0.98% 122,522 $3.0M
4 DWM Financial Group, Inc. 0.38% 17,294 $425K
5 Tassel Capital Management, Inc. 0.19% 16,697 $412K
6 Addison Advisors LLC 0.16% 13,955 $344K
7 Key FInancial Inc 0.14% 35,620 $878K
8 Yarger Wealth Strategies, LLC 0.14% 16,008 $393K
9 Hills Bank & Trust Co 0.14% 134,061 $3.3M
10 Precedent Wealth Partners, LLC 0.14% 34,174 $842K
11 Confluence Investment Management LLC 0.12% 303,465 $7.5M
12 Clark Asset Management, LLC 0.09% 46,519 $1.1M
13 Atlantic Union Bankshares Corp 0.08% 192,723 $4.8M
14 Moneco Advisors, LLC 0.08% 51,523 $1.3M
15 Bill Few Associates, Inc. 0.05% 9,420 $232K
16 Jacobi Capital Management LLC 0.04% 34,950 $862K
17 Elequin Capital, LP 0.03% 42,043 $1.0M
18 Wedmont Private Capital 0.02% 24,360 $599K
19 Sax Wealth Advisors, LLC 0.02% 16,633 $403K
20 D.A. Davidson & CO. 0.01% 102,325 $2.5M
21 Asset Dedication, LLC 0.01% 8,688 $214K
22 IFG Advisory, LLC 0.01% 12,649 $312K
23 Lido Advisors, LLC 0.01% 140,228 $3.5M
24 Cookson Peirce & Co Inc 0.01% 9,169 $226K
25 Kestra Advisory Services, LLC 0.01% 81,720 $2.0M
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 — 1 quarter in a row: For 1 consecutive quarter, 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: 44 funds were net buyers (12 opened a brand new position + 32 added to an existing one). Only 8 were sellers (6 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BSMY holders?

Strong quality — 23% AUM from major funds: 10 of 55 holders rank in the top 100 by AUM, accounting for 23% 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 — 36% 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.

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