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

Invesco Exch Trd Slf Idx Fd (BSMZ)

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

Smart Money Signals — BSMZ

Based on 28 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 2Q

For 2 consecutive quarters, more hedge funds added BSMZ 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

28 hedge funds hold BSMZ right now — the highest count in 0.8 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.

🟢

More buyers than sellers — 74% buying

23 buying8 selling

Last quarter: 23 funds were net buyers (10 opened a brand new position + 13 added to an existing one). Only 8 were sellers (4 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

⚠️

Fewer new buyers each quarter (-11 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 21 → 10. 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 — 100% entered in last year

■ 0% conviction (2yr+) ■ 0% medium ■ 100% 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.

🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new

Of 28 current holders: 28 (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.

✅

Strong quality — 32% AUM from major funds

32% from top-100 AUM funds

7 of 28 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

5.5

out of 10

Moderate Exit Risk

Exit risk score 5.5/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	27	22	22.73%
13F Shares	1M	625K	63.6%
Total Value	$26M	$16M	61.64%
New Positions	9	21	-12
Increased Positions	13	1	+12
Closed Positions	4	0	+4
Reduced Positions	4	0	+4
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

22.73%

13F Shares

625K

63.6%

Total Value

$26M

$16M

61.64%

New Positions

-12

Increased Positions

+12

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

27 + investors

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

QUARTER:

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

Top 25 BSMZ holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Key FInancial Inc	0.14%	30,535	$767K
2	Confluence Investment Management LLC	0.09%	223,117	$5.6M
3	Atlantic Union Bankshares Corp	0.07%	138,398	$3.5M
4	Addison Advisors LLC	0.03%	6,254	$157K
5	Gill Capital Partners, LLC	0.03%	3,950	$99K
6	Moneco Advisors, LLC	0.03%	13,905	$349K
7	Jacobi Capital Management LLC	0.02%	11,700	$294K
8	Mgo One Seven LLC	0.01%	21,763	$547K
9	International Assets Investment Management, LLC	0.01%	5,545	$140K
10	IFP Advisors, Inc	0.01%	18,000	$452K
11	Cookson Peirce & Co Inc	0.01%	8,275	$208K
12	Equitable Holdings, Inc.	0.01%	35,670	$896K
13	United Capital Financial Advisors, LLC	0.00%	15,270	$383K
14	Kestra Advisory Services, LLC	0.00%	19,579	$492K
15	HighTower Advisors, LLC	0.00%	40,214	$1.0M
16	Stifel Financial Corp	0.00%	45,379	$1.1M
17	LPL Financial LLC	0.00%	150,431	$3.8M
18	Mml Investors Services, LLC	0.00%	9,378	$236K
19	Asset Dedication, LLC	0.00%	298	$7K
20	Osaic Holdings, INC.	0.00%	12,400	$312K
21	Raymond James Financial Inc	0.00%	38,032	$956K
22	Envestnet Asset Management Inc	0.00%	31,870	$801K
23	Root Financial Partners, LLC	0.00%	132	$3K
24	Jane Street Group, LLC	0.00%	40,599	$1.0M
25	Northwestern Mutual Wealth Management Co	0.00%	8,147	$205K

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 (BSMZ)

What does the Smart Money Trend signal show for BSMZ?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added BSMZ 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 BSMZ?

More buyers than sellers — 74% buying: Last quarter: 23 funds were net buyers (10 opened a brand new position + 13 added to an existing one). Only 8 were sellers (4 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BSMZ holders?

Strong quality — 32% AUM from major funds: 7 of 28 holders rank in the top 100 by AUM, accounting for 32% 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 BSMZ?

Mostly new holders — 100% 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 (BSMZ) following the 2026 Q2 hedge fund 13F filings?

Since the quarter end (June 30, 2026), BSMZ has gained -2.8% vs -0.2% 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 (BSMZ)

Smart Money Signals — BSMZ

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

More buyers than sellers — 74% buying

Fewer new buyers each quarter (-11 vs last Q)

Mostly new holders — 100% entered in last year

Early stage — 100% of holders entered in last year

Strong quality — 32% AUM from major funds

Institutional Sentiment Summary — BSMZ

Hedge Fund Ownership: BSMZ

Market Analysis: BSMZ

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: BSMZ

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

Hedge Fund Positioning: BSMZ

Statistics: BSMZ

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

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

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