Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exch Trd Slf Idx Fd (BSCQ)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -6
Streak
1Q ▼
Buyers last Q
49%

Smart Money Signals — BSCQ

Based on 405 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their BSCQ positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
405 hedge funds hold BSCQ right now — the highest count in 3.0 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.
📶

Steady growth — +7% more funds vs a year ago

fund count last 6Q
+25 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 49% buying

193 buying198 selling
Last quarter: 198 funds reduced or exited vs 193 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-22 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 37 → 28 → 59 → 37. 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.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 27% medium ■ 17% new
226 out of 405 hedge funds have held BSCQ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

49 → 37 → 28 → 59 → 37 new funds/Q
New funds entering each quarter: 37 → 28 → 59 → 37. A growing number of institutions are discovering BSCQ each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 54% veterans vs 25% newcomers

■ 54% veterans ■ 21% 1-2yr ■ 25% new
Entry-cohort mix of 405 holders: 218 (54%) are 2+ year veterans, 85 entered 1–2 years ago, and 102 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 23% AUM from major funds

23% from top-100 AUM funds
21 of 403 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.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 — BSCQ

In 2026 Q1, 193 hedge funds were net buyers of BSCQ (37 opened a new position, 156 added to an existing one), while 198 reduced or exited (155 trimmed, 43 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. 23% of total institutional value in BSCQ is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -6 funds (more exits than new entries). Total institutional holders: 405.

Hedge Fund Ownership: BSCQ

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

Market Analysis: BSCQ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BSCQ

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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

Signal Freshness measures how much BSCQ has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 74d ago
BSCQ
+0.1%
SPY
+14.1%

BSCQ outperformed SPY by -14.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 29d ago
BSCQ
+0.2%
SPY
+0.3%

Since the filing became public, BSCQ outperformed SPY by -0.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 17 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
4.1
/ 10
conviction
Hedge Fund Positioning: BSCQ
399 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 399 411 -2.92%
13F Shares 164M 181M -9.49%
Total Value $3.16B $3.61B -12.44%
New Positions 35 59 -24
Increased Positions 154 190 -36
Closed Positions 47 33 +14
Reduced Positions 153 116 +37
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BSCQ

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

399 + investors

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

QUARTER:
Top 25 BSCQ holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 J. Team Financial, Inc. 7.92% 362,289 $7.1M
2 St. Louis Financial Planners Asset Management, LLC 7.75% 699,745 $13.7M
3 IFS Advisors, LLC 7.64% 759,178 $14.8M
4 Hudson Capital Management LLC 6.63% 1,313,892 $25.7M
5 Tlwm 5.99% 1,702,736 $33.3M
6 Ironwood Wealth Management, LLC. 5.96% 1,063,868 $20.8M
7 WLTH Capital Management, LLC 5.92% 363,646 $7.1M
8 Ark Wealth Advisors LLC 4.86% 251,445 $4.9M
9 Farnam Financial LLC 4.66% 289,886 $5.7M
10 Goepper Burkhardt LLC 4.00% 612,857 $12.0M
11 Sound Stewardship, LLC 3.86% 431,176 $8.4M
12 Meriwether Wealth & Planning, LLC 3.78% 352,881 $6.9M
13 NorthAvenue LLC 3.66% 226,138 $4.4M
14 Kirr Marbach & Co LLC /In/ 3.64% 1,022,143 $20.0M
15 Ledgewood Wealth Advisors, LLC 3.63% 330,526 $6.5M
16 Red Spruce Capital, LLC 3.41% 425,612 $8.3M
17 Fusion Family Wealth, LLC 3.39% 2,326,205 $45.4M
18 Infinity Wealth Counsel, LLC 3.21% 179,008 $3.5M
19 Lido Advisors, LLC 3.20% 53,572,236 $1.05B
20 Livet Wealth, LLC 2.89% 233,171 $4.6M
21 Hills Bank & Trust Co 2.76% 2,922,854 $57.1M
22 Horizons Wealth Management 2.74% 214,225 $4.2M
23 Sbe LLC Dba Cedar Cove Wealth Partners 2.62% 255,488 $5.0M
24 SNS Financial Group, LLC 2.53% 1,502,593 $29.3M
25 Straight Path Wealth Management 2.52% 482,655 $9.4M
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 (BSCQ)

What does the Smart Money Trend signal show for BSCQ?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their BSCQ positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for BSCQ?

More sellers than buyers — 49% buying: Last quarter: 198 funds reduced or exited vs 193 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for BSCQ holders?

Strong quality — 23% AUM from major funds: 21 of 403 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 BSCQ?

56% of holders stayed for 2+ years: 226 out of 405 hedge funds have held BSCQ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Invesco Exch Trd Slf Idx Fd (BSCQ) following the 2026 Q1 hedge fund 13F filings?

As of today, BSCQ has moved +0.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of -0.1%. Since the quarter end (March 31, 2026), BSCQ has gained +0.1% vs +14.1% 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.

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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