BSCQ Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Invesco Exch Trd Slf Idx Fd (BSCQ) following the 2026 Q2 hedge fund 13F filings?

As of today, BSCQ has moved +0.3% since the 2026 Q2 13F filing date (August 14, 2026), compared to -2.3% for the SPY sector ETF — an outperformance of +2.6%. Since the quarter end (June 30, 2026), BSCQ gained +0.1% vs +5.2% 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.

Invesco Exch Trd Slf Idx Fd (BSCQ)

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

Smart Money Signals — BSCQ

Based on 395 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, 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 (96% of max)

96% of all-time peak

395 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.

〰️

Stable — ownership unchanged year-over-year

fund count last 6Q

The number of hedge funds holding BSCQ is almost the same as a year ago (+8 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.

🟠

More sellers than buyers — 41% buying

151 buying218 selling

Last quarter: 218 funds reduced or exited vs 151 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 (-12 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 28 → 59 → 37 → 25. 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.

🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 27% medium ■ 16% new

226 out of 395 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.

📊

Peak discovery — momentum slowing

38 → 28 → 59 → 37 → 25 new funds/Q

New funds entering each quarter: 28 → 59 → 37 → 25. BSCQ is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.

🏛️

Veteran-anchored — 59% veterans vs 21% newcomers

■ 59% veterans ■ 20% 1-2yr ■ 21% new

Entry-cohort mix of 395 holders: 232 (59%) are 2+ year veterans, 80 entered 1–2 years ago, and 83 (21%) 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

20 of 394 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.

3.7

out of 10

Low Exit Risk

Exit risk score 3.7/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	394	405	-2.72%
13F Shares	152M	166M	-8.39%
Total Value	$2.94B	$3.20B	-8.12%
New Positions	25	37	-12
Increased Positions	126	156	-30
Closed Positions	35	44	-9
Reduced Positions	183	155	+28
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

394

405

-2.72%

13F Shares

152M

166M

-8.39%

Total Value

$2.94B

$3.20B

-8.12%

New Positions

-12

Increased Positions

126

156

-30

Closed Positions

-9

Reduced Positions

183

155

+28

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

394 + 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:

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

Top 25 BSCQ holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	St. Louis Financial Planners Asset Management, LLC	27.95%	2,683,625	$52.4M
2	J. Team Financial, Inc.	7.25%	382,119	$7.5M
3	IFS Advisors, LLC	7.17%	766,729	$15.0M
4	Hudson Capital Management LLC	6.26%	1,326,191	$25.9M
5	Tlwm	5.51%	1,734,607	$33.9M
6	Farnam Financial LLC	4.30%	302,300	$5.9M
7	Ark Wealth Advisors LLC	3.61%	208,575	$4.1M
8	NorthAvenue LLC	3.49%	249,634	$4.9M
9	Sound Stewardship, LLC	3.48%	432,397	$8.4M
10	Goepper Burkhardt LLC	3.34%	570,339	$11.1M
11	Ledgewood Wealth Advisors, LLC	3.29%	317,739	$6.2M
12	Kirr Marbach & Co LLC /In/	3.24%	985,723	$19.2M
13	Fusion Family Wealth, LLC	3.06%	2,356,940	$46.0M
14	Infinity Wealth Counsel, LLC	2.86%	181,138	$3.5M
15	Livet Wealth, LLC	2.68%	238,141	$4.6M
16	Evexia Wealth LLC	2.60%	492,437	$9.6M
17	Lido Advisors, LLC	2.55%	48,086,592	$938.9M
18	Straight Path Wealth Management	2.29%	501,253	$9.8M
19	Howard Wealth Management, LLC	2.20%	304,444	$5.9M
20	Pacific Wealth Strategies Group, Inc.	2.09%	186,119	$3.6M
21	Carroll Advisory Group, LLC	1.95%	303,898	$5.9M
22	BCS Wealth Management	1.86%	529,635	$10.3M
23	Wagner Wealth Management, Corp	1.85%	117,101	$2.3M
24	Clark Asset Management, LLC	1.80%	1,172,878	$22.9M
25	Lantz Financial LLC	1.74%	488,002	$9.5M

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 — 2 quarters in a row: For 2 consecutive quarters, 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 — 41% buying: Last quarter: 218 funds reduced or exited vs 151 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: 20 of 394 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?

57% of holders stayed for 2+ years: 226 out of 395 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 Q2 hedge fund 13F filings?

As of today, BSCQ has moved +0.3% since the 2026 Q2 13F filing date (August 14, 2026), compared to -2.3% for the SPY sector ETF — an outperformance of +2.6%. Since the quarter end (June 30, 2026), BSCQ has gained +0.1% vs +5.2% 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 (BSCQ)

Smart Money Signals — BSCQ

Selling streak — 2 quarters in a row

At the ownership peak (96% of max)

Stable — ownership unchanged year-over-year

More sellers than buyers — 41% buying

Fewer new buyers each quarter (-12 vs last Q)

57% of holders stayed for 2+ years

Peak discovery — momentum slowing

Veteran-anchored — 59% veterans vs 21% newcomers

Strong quality — 23% AUM from major funds

Institutional Sentiment Summary — BSCQ

Hedge Fund Ownership: BSCQ

Market Analysis: BSCQ

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: BSCQ

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

Hedge Fund Positioning: BSCQ

Statistics: BSCQ

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

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

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