Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exch Trd Slf Idx Fd (BSCS)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +14
Streak
11Q ▲
Buyers last Q
70%

Smart Money Signals — BSCS

Based on 400 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added BSCS 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 BSCS 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.
🚀

Fast accumulation — +25% more funds vs a year ago

fund count last 6Q
+80 new funds entered over the past year (+25% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 70% buying

262 buying113 selling
Last quarter: 262 funds were net buyers (42 opened a brand new position + 220 added to an existing one). Only 113 were sellers (85 trimmed + 28 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~42 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 37 → 62 → 43 → 42. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

43% of holders stayed for 2+ years

43% conviction (2yr+) 33% medium 24% new
173 out of 400 hedge funds have held BSCS 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 — ~42 new funds/quarter

37 → 37 → 62 → 43 → 42 new funds/Q
New funds entering each quarter: 37 → 62 → 43 → 42. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 40% veterans vs 32% newcomers

40% veterans 28% 1-2yr 32% new
Entry-cohort mix of 400 holders: 162 (40%) are 2+ year veterans, 112 entered 1–2 years ago, and 126 (32%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
19 of 400 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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 — BSCS

In 2026 Q2, 262 hedge funds were net buyers of BSCS (42 opened a new position, 220 added to an existing one), while 113 reduced or exited (85 trimmed, 28 sold completely) — a 70% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 35% of total institutional value in BSCS is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +14 funds (more new holders than closures). Total institutional holders: 400.

Hedge Fund Ownership: BSCS

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

Market Analysis: BSCS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BSCS

-- --

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

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

Signal Freshness measures how much BSCS has moved relative to its sector benchmark (SPY) since the 2026 Q2 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 June 30, 2026 · 79d ago
BSCS
-0.6%
SPY
+1.4%

BSCS outperformed SPY by -2.0% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 34d ago
BSCS
-0.4%
SPY
-2.4%

Since the filing became public, BSCS outperformed SPY by +2.0% .

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.

8 top-rated funds 14 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
4.0
/ 10
conviction
Hedge Fund Positioning: BSCS
398 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 398 386 3.11%
13F Shares 133M 129M 2.7%
Total Value $2.65B $2.59B 2.03%
New Positions 41 43 -2
Increased Positions 220 217 +3
Closed Positions 29 36 -7
Reduced Positions 84 78 +6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BSCS

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Institutional Holders (2026 Q2)

398 + investors

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

QUARTER:
Top 25 BSCS holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Tlwm 5.46% 1,647,457 $33.6M
2 Ledgewood Wealth Advisors, LLC 4.87% 450,040 $9.2M
3 Farnam Financial LLC 4.16% 279,904 $5.7M
4 Goepper Burkhardt LLC 4.08% 666,697 $13.6M
5 Manchester Financial Inc 3.80% 1,049,243 $21.4M
6 Sound Stewardship, LLC 3.67% 437,452 $8.9M
7 Meriwether Wealth & Planning, LLC 3.49% 345,990 $7.0M
8 NorthAvenue LLC 3.37% 231,216 $4.7M
9 Wilkins Miller Wealth Management, LLC 3.23% 288,272 $5.9M
10 Red Spruce Capital, LLC 3.13% 441,224 $9.0M
11 Fusion Family Wealth, LLC 3.10% 2,288,259 $46.6M
12 Infinity Wealth Counsel, LLC 3.07% 186,663 $3.8M
13 Cornerstone Planning, LLC 3.01% 639,285 $13.0M
14 Central Valley Advisors, LLC 2.81% 538,903 $11.0M
15 First International Bank of Israel Ltd. 2.77% 498,000 $10.1M
16 Straight Path Wealth Management 2.66% 559,555 $11.4M
17 Ark Wealth Advisors LLC 2.49% 137,806 $2.8M
18 Carroll Advisory Group, LLC 2.24% 335,272 $6.8M
19 Kirr Marbach & Co LLC /In/ 2.18% 635,968 $13.0M
20 AMJ Financial Wealth Management 2.16% 449,382 $9.2M
21 Legacy Financial Group LLC 2.16% 942,654 $19.2M
22 Carmel Capital Partners, LLC 2.14% 318,124 $6.5M
23 Howard Wealth Management, LLC 2.13% 283,380 $5.8M
24 Milestones Private Investment Advisors LLC 2.04% 125,646 $2.6M
25 Pacific Wealth Strategies Group, Inc. 2.02% 172,512 $3.5M
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 (BSCS)

What does the Smart Money Trend signal show for BSCS?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added BSCS 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 BSCS?

More buyers than sellers — 70% buying: Last quarter: 262 funds were net buyers (42 opened a brand new position + 220 added to an existing one). Only 113 were sellers (85 trimmed + 28 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BSCS holders?

Strong quality — 35% AUM from major funds: 19 of 400 holders rank in the top 100 by AUM, accounting for 35% 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 BSCS?

43% of holders stayed for 2+ years: 173 out of 400 hedge funds have held BSCS 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 (BSCS) following the 2026 Q2 hedge fund 13F filings?

As of today, BSCS has moved -0.4% since the 2026 Q2 13F filing date (August 14, 2026), compared to -2.4% for the SPY sector ETF — an outperformance of +2.0%. Since the quarter end (June 30, 2026), BSCS has gained -0.6% vs +1.4% 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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