Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exch Trd Slf Idx Fd (BSCR)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
3Q ▲
Buyers last Q
59%

Smart Money Signals — BSCR

Based on 405 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added BSCR 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
405 hedge funds hold BSCR 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 — +16% more funds vs a year ago

fund count last 6Q
+56 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

222 buying156 selling
Last quarter: 222 funds bought or added vs 156 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-8 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 25 → 53 → 45 → 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.
🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 30% medium ■ 19% new
207 out of 405 hedge funds have held BSCR 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 — ~37 new funds/quarter

36 → 25 → 53 → 45 → 37 new funds/Q
New funds entering each quarter: 25 → 53 → 45 → 37. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 52% veterans vs 25% newcomers

■ 52% veterans ■ 23% 1-2yr ■ 25% new
Entry-cohort mix of 405 holders: 210 (52%) are 2+ year veterans, 93 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 — 27% AUM from major funds

27% from top-100 AUM funds
18 of 405 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.
3.7
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.

Institutional Sentiment Summary — BSCR

In 2026 Q2, 222 hedge funds were net buyers of BSCR (37 opened a new position, 185 added to an existing one), while 156 reduced or exited (124 trimmed, 32 sold completely) — a 59% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 27% of total institutional value in BSCR is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 405.

Hedge Fund Ownership: BSCR

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

Market Analysis: BSCR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BSCR

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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.

9 top-rated funds 12 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
4.0
/ 10
conviction
Hedge Fund Positioning: BSCR
403 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 403 400 0.75%
13F Shares 184M 198M -7.0%
Total Value $3.54B $3.82B -7.32%
New Positions 36 45 -9
Increased Positions 184 202 -18
Closed Positions 33 23 +10
Reduced Positions 124 96 +28
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BSCR

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Financial Highlights

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Institutional Holders (2026 Q2)

403 + investors

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

QUARTER:
Top 25 BSCR holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 WLTH Capital Management, LLC 8.20% 652,354 $12.8M
2 Ledgewood Wealth Advisors, LLC 5.72% 549,634 $10.8M
3 Genesis Wealth Advisors, LLC 4.60% 392,529 $7.7M
4 Farnam Financial LLC 4.44% 310,140 $6.1M
5 Tlwm 4.30% 1,348,131 $26.4M
6 Goepper Burkhardt LLC 3.97% 673,502 $13.2M
7 Meriwether Wealth & Planning, LLC 3.75% 385,428 $7.6M
8 NorthAvenue LLC 3.70% 263,095 $5.2M
9 Sound Stewardship, LLC 3.61% 445,738 $8.7M
10 Red Spruce Capital, LLC 3.55% 519,461 $10.2M
11 Infinity Wealth Counsel, LLC 2.98% 188,238 $3.7M
12 Lido Advisors, LLC 2.92% 54,893,698 $1.08B
13 Old Second National Bank of Aurora 2.85% 771,905 $15.1M
14 Central Valley Advisors, LLC 2.76% 548,206 $10.8M
15 Straight Path Wealth Management 2.55% 556,563 $10.9M
16 Ark Wealth Advisors LLC 2.51% 144,351 $2.8M
17 Kirr Marbach & Co LLC /In/ 2.49% 755,049 $14.8M
18 Howard Wealth Management, LLC 2.19% 302,354 $5.9M
19 Carroll Advisory Group, LLC 2.18% 338,675 $6.6M
20 Pacific Wealth Strategies Group, Inc. 2.11% 186,786 $3.7M
21 Livet Wealth, LLC 2.10% 185,622 $3.6M
22 Financial Solutions Advisory Group, Inc. 2.06% 828,687 $16.3M
23 Milestones Private Investment Advisors LLC 2.03% 129,693 $2.5M
24 Clark Asset Management, LLC 2.01% 1,307,608 $25.6M
25 River Street Advisors LLC 1.98% 342,564 $6.7M
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 (BSCR)

What does the Smart Money Trend signal show for BSCR?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added BSCR 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 BSCR?

Slight buying edge — 59% buying: Last quarter: 222 funds bought or added vs 156 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for BSCR holders?

Strong quality — 27% AUM from major funds: 18 of 405 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 BSCR?

51% of holders stayed for 2+ years: 207 out of 405 hedge funds have held BSCR 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.

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