Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exch Trd Slf Idx Fd (BSCR)

394 + 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
↑ +23
Streak
2Q ▲
Buyers last Q
68%

Smart Money Signals — BSCR

Based on 400 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 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
400 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 — +19% more funds vs a year ago

fund count last 6Q
+63 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 68% buying

247 buying118 selling
Last quarter: 247 funds were net buyers (45 opened a brand new position + 202 added to an existing one). Only 118 were sellers (96 trimmed + 22 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

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

new funds entering per quarter
Funds opening this position for the first time: 35 → 25 → 53 → 45. 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.
🔒

49% of holders stayed for 2+ years

■ 49% conviction (2yr+) ■ 30% medium ■ 20% new
196 out of 400 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.
🚀

Acceleration phase — new buyers rushing in

39 → 35 → 25 → 53 → 45 new funds/Q
New funds entering each quarter: 35 → 25 → 53 → 45. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 46% veterans vs 29% newcomers

■ 46% veterans ■ 25% 1-2yr ■ 29% new
Entry-cohort mix of 400 holders: 184 (46%) are 2+ year veterans, 100 entered 1–2 years ago, and 116 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 25% AUM from major funds

25% from top-100 AUM funds
17 of 400 holders rank in the top 100 by AUM, accounting for 25% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 Q1, 247 hedge funds were net buyers of BSCR (45 opened a new position, 202 added to an existing one), while 118 reduced or exited (96 trimmed, 22 sold completely) — a 68% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 25% of total institutional value in BSCR is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +23 funds (more new holders than closures). Total institutional holders: 400.

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

-- --

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

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

Signal Freshness measures how much BSCR 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 · 79d ago
BSCR
+0.2%
SPY
+13.9%

BSCR outperformed SPY by -13.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
BSCR
+0.4%
SPY
+0.2%

Since the filing became public, BSCR outperformed SPY by +0.2% .

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.

10 top-rated funds 15 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
4.1
/ 10
conviction
Hedge Fund Positioning: BSCR
394 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 394 377 4.51%
13F Shares 196M 182M 7.39%
Total Value $3.78B $3.61B 4.69%
New Positions 44 53 -9
Increased Positions 199 196 +3
Closed Positions 27 22 +5
Reduced Positions 94 82 +12
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BSCR

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Valuation Measures Data as of: --

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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)

394 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Ledgewood Wealth Advisors, LLC 6.05% 547,416 $10.7M
2 Genesis Wealth Advisors, LLC 4.88% 372,338 $7.3M
3 Tlwm 4.65% 1,315,656 $25.8M
4 Farnam Financial LLC 4.62% 286,165 $5.6M
5 Lido Advisors, LLC 4.28% 70,691,925 $1.40B
6 Red Spruce Capital, LLC 4.21% 522,187 $10.2M
7 Goepper Burkhardt LLC 4.20% 640,877 $12.6M
8 Meriwether Wealth & Planning, LLC 4.09% 380,685 $7.5M
9 NorthAvenue LLC 3.89% 238,168 $4.7M
10 Sound Stewardship, LLC 3.88% 431,939 $8.5M
11 Infinity Wealth Counsel, LLC 3.31% 183,443 $3.6M
12 SNS Financial Group, LLC 3.24% 1,914,503 $37.6M
13 Old Second National Bank of Aurora 3.23% 796,038 $15.6M
14 Coastline Complete Wealth LLC 3.23% 265,173 $5.2M
15 Ark Wealth Advisors LLC 3.13% 160,815 $3.2M
16 Central Valley Advisors, LLC 2.95% 550,755 $10.8M
17 Straight Path Wealth Management 2.84% 541,776 $10.6M
18 Kirr Marbach & Co LLC /In/ 2.76% 772,551 $15.2M
19 Horizons Wealth Management 2.54% 197,215 $3.9M
20 Hills Bank & Trust Co 2.51% 2,649,128 $52.0M
21 Howard Wealth Management, LLC 2.38% 288,096 $5.7M
22 Financial Solutions Advisory Group, Inc. 2.29% 845,626 $16.6M
23 Legacy Financial Group LLC 2.29% 926,547 $18.2M
24 Milestones Private Investment Advisors LLC 2.26% 131,000 $2.6M
25 Clark Asset Management, LLC 2.19% 1,188,847 $23.3M
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 (BSCR)

What does the Smart Money Trend signal show for BSCR?

Buying streak — 2 quarters in a row: For 2 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?

More buyers than sellers — 68% buying: Last quarter: 247 funds were net buyers (45 opened a brand new position + 202 added to an existing one). Only 118 were sellers (96 trimmed + 22 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BSCR holders?

Strong quality — 25% AUM from major funds: 17 of 400 holders rank in the top 100 by AUM, accounting for 25% 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?

49% of holders stayed for 2+ years: 196 out of 400 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.

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

As of today, BSCR has moved +0.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +0.2%. Since the quarter end (March 31, 2026), BSCR has gained +0.2% vs +13.9% 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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