BSMW · Insider trading · 13F holders · Congress trades
Invesco Exch Trd Slf Idx Fd (BSMW)
Who is buying and selling BSMW: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 4
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
BSMW at a glance
- No open-market insider purchases or sales of BSMW were filed in the last 90 days.
- 4 13F filers hold BSMW among their 50 largest positions, worth $11.0M combined. The biggest bets by portfolio weight are Envision Financial Planning, LLC (1.0%), Precedent Wealth Partners, LLC (0.7%) and Invariant Investment Management (0.2%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
- No member of Congress has disclosed a trade in BSMW.
BSMW insider trading
No open-market insider purchases or sales of BSMW were filed in the last 90 days.
Who owns BSMW? Hedge funds and superinvestors
4 13F filers hold BSMW among their 50 largest positions, worth $11.0M combined. The biggest bets by portfolio weight are Envision Financial Planning, LLC (1.0%), Precedent Wealth Partners, LLC (0.7%) and Invariant Investment Management (0.2%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Precedent Wealth Partners, LLCWealth manager | 0.7% | $4.7M | 199,572 | +15.3% shares | Q3 2026 |
| Envision Financial Planning, LLCWealth manager | 1.0% | $3.0M | 120,053 | +6.4% shares | Q2 2026 |
| Clark Asset Management, LLCWealth manager | 0.2% | $2.9M | 120,886 | — | Q3 2026 |
| Invariant Investment ManagementWealth manager | 0.2% | $391K | 16,460 | +0.9% shares | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 3, Q2 2026: 1). Screen BSMW in the grand portfolio →
BSMW stock trades by members of Congress
No member of Congress has disclosed a trade in BSMW.
BSMW questions and answers
Are insiders buying BSMW stock?
No open-market insider purchases or sales of BSMW were filed in the last 90 days.
Which hedge funds own BSMW?
4 13F filers hold BSMW among their 50 largest positions, worth $11.0M combined. The biggest bets by portfolio weight are Envision Financial Planning, LLC (1.0%), Precedent Wealth Partners, LLC (0.7%) and Invariant Investment Management (0.2%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
Has Congress traded BSMW?
No member of Congress has disclosed a trade in BSMW.
Who is the largest holder of BSMW?
Among 13F filers, Precedent Wealth Partners, LLC reports the largest BSMW position, $4.7M (199,572 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Envision Financial Planning, LLC's: 1.0% of its portfolio.
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