Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exch Trd Slf Idx Fd (BSMZ)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
3Q ▲
Buyers last Q
86%

Smart Money Signals — BSMZ

Based on 36 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 3Q
For 3 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
36 hedge funds hold BSMZ right now — the highest count in 1.0 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.
🟢

More buyers than sellers — 86% buying

32 buying5 selling
Last quarter: 32 funds were net buyers (11 opened a brand new position + 21 added to an existing one). Only 5 were sellers (2 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 21 → 10 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

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.
⚠️

Saturation — most institutions already know this story

21 → 10 → 11 new funds/Q
New funds entering each quarter: 21 → 10 → 11. 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 — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new
Of 36 current holders: 36 (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 — 29% AUM from major funds

29% from top-100 AUM funds
8 of 36 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
7.5
out of 10
High Exit Risk
Exit risk score 7.5/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

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 — BSMZ

In 2026 Q2, 32 hedge funds were net buyers of BSMZ (11 opened a new position, 21 added to an existing one), while 5 reduced or exited (2 trimmed, 3 sold completely) — a 86% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 29% of total institutional value in BSMZ is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 36.

Hedge Fund Ownership: BSMZ

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

Market Analysis: BSMZ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BSMZ

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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 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: BSMZ
2026 Q3 Stats Unlock in 38 days 36 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 36 28 28.57%
13F Shares 1M 1M 28.12%
Total Value $34M $26M 30.67%
New Positions 11 10 +1
Increased Positions 21 13 +8
Closed Positions 3 4 -1
Reduced Positions 2 4 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BSMZ

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Financial Highlights

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Institutional Holders (2026 Q2)

36 + 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:
Top 25 BSMZ holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Key FInancial Inc 0.14% 33,875 $868K
2 Addison Advisors LLC 0.13% 10,900 $279K
3 Confluence Investment Management LLC 0.08% 206,255 $5.3M
4 Atlantic Union Bankshares Corp 0.08% 188,415 $4.8M
5 Bill Few Associates, Inc. 0.05% 9,870 $253K
6 Moneco Advisors, LLC 0.05% 29,622 $759K
7 Hills Bank & Trust Co 0.04% 38,693 $992K
8 Jacobi Capital Management LLC 0.04% 33,650 $863K
9 Gill Capital Partners, LLC 0.04% 5,920 $152K
10 BCS Wealth Management 0.04% 8,536 $219K
11 Clark Asset Management, LLC 0.03% 12,491 $320K
12 Wedmont Private Capital 0.02% 23,550 $600K
13 IFP Advisors, Inc 0.01% 23,200 $595K
14 Mgo One Seven LLC 0.01% 21,763 $558K
15 International Assets Investment Management, LLC 0.01% 5,545 $142K
16 Cookson Peirce & Co Inc 0.01% 8,772 $225K
17 Equitable Holdings, Inc. 0.01% 47,096 $1.2M
18 IFG Advisory, LLC 0.01% 5,900 $151K
19 Asset Dedication, LLC 0.00% 2,698 $69K
20 J.W. Cole Advisors, INC. 0.00% 9,636 $247K
21 United Capital Financial Advisors, LLC 0.00% 17,058 $436K
22 Kestra Advisory Services, LLC 0.00% 21,743 $557K
23 HighTower Advisors, LLC 0.00% 61,839 $1.6M
24 Osaic Holdings, INC. 0.00% 35,592 $913K
25 LPL Financial LLC 0.00% 180,678 $4.6M
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 (BSMZ)

What does the Smart Money Trend signal show for BSMZ?

Buying streak — 3 quarters in a row: For 3 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 — 86% buying: Last quarter: 32 funds were net buyers (11 opened a brand new position + 21 added to an existing one). Only 5 were sellers (2 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BSMZ holders?

Strong quality — 29% AUM from major funds: 8 of 36 holders rank in the top 100 by AUM, accounting for 29% 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.

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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