Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INVESCO EXCH TRD SLF IDX FD (BSCQ)

374 + 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
↑ +21
Streak
1Q ▲
Buyers last Q
63%

Smart Money Signals — BSCQ

Based on 374 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added BSCQ 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
374 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 — +13% more funds vs a year ago

fund count last 6Q
+44 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 63% buying

227 buying134 selling
Last quarter: 227 funds were net buyers (51 opened a brand new position + 176 added to an existing one). Only 134 were sellers (104 trimmed + 30 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+26 vs last Q)

new funds entering per quarter
Funds opening a new BSCQ position: 41 → 31 → 25 → 51. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 28% medium ■ 18% new
205 out of 374 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.
➡️

Steady discovery — ~51 new funds/quarter

44 → 41 → 31 → 25 → 51 new funds/Q
New funds entering each quarter: 41 → 31 → 25 → 51. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 52% of holders stayed 2+ years

■ 52% veterans ■ 19% 1-2yr ■ 29% new
Of 374 current holders: 194 (52%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 27% AUM from major funds

27% from top-100 AUM funds
16 of 374 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

22 top-rated funds 20 high-conviction
Consensus
5.9
/ 10
breadth
×
Elite
5.1
/ 10
conviction
Hedge Fund Positioning: BSCQ
2026 Q1 Stats Unlock in 21 days 374 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 374 353 5.95%
13F Shares 175M 163M 7.47%
Total Value $3.50B $3.19B 9.59%
New Positions 51 25 +26
Increased Positions 176 173 +3
Closed Positions 30 25 +5
Reduced Positions 104 100 +4
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

Profitability
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Institutional Holders (2026 Q1)

374 + investors

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

Top 25 institutional holders of BSCQ — 2025 Q4 · 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 Farnam Financial LLC 4.66% 289,886 $5.7M
9 Sound Stewardship, LLC 3.86% 431,176 $8.4M
10 Meriwether Wealth & Planning, LLC 3.78% 352,881 $6.9M
11 NorthAvenue LLC 3.66% 226,138 $4.4M
12 KIRR MARBACH & CO LLC /IN/ 3.64% 1,022,143 $20.0M
13 Ledgewood Wealth Advisors, LLC 3.63% 330,526 $6.5M
14 Red Spruce Capital, LLC 3.41% 425,612 $8.3M
15 Infinity Wealth Counsel, LLC 3.21% 179,008 $3.5M
16 Livet Wealth, LLC 2.89% 233,171 $4.6M
17 Horizons Wealth Management 2.74% 214,225 $4.2M
18 SBE LLC DBA CEDAR COVE WEALTH PARTNERS 2.62% 255,488 $5.0M
19 SNS Financial Group, LLC 2.53% 1,502,593 $29.3M
20 Straight Path Wealth Management 2.52% 482,655 $9.4M
21 EVEXIA WEALTH LLC 2.40% 446,410 $8.7M
22 Carroll Advisory Group, LLC 2.34% 308,699 $6.0M
23 BCS Wealth Management 2.12% 532,800 $10.4M
24 Clark Asset Management, LLC 1.93% 1,051,975 $20.5M
25 Lantz Financial LLC 1.92% 474,538 $9.3M
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added BSCQ 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 BSCQ?

More buyers than sellers — 63% buying: Last quarter: 227 funds were net buyers (51 opened a brand new position + 176 added to an existing one). Only 134 were sellers (104 trimmed + 30 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BSCQ holders?

Strong quality — 27% AUM from major funds: 16 of 374 holders rank in the top 100 by AUM, accounting for 27% 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?

55% of holders stayed for 2+ years: 205 out of 374 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.

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.