Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INVESCO EXCH TRD SLF IDX FD (BSCU)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +37
Streak
11Q ▲
Buyers last Q
80%

Smart Money Signals — BSCU

Based on 250 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added BSCU 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
250 hedge funds hold BSCU 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 — +37% more funds vs a year ago

fund count last 6Q
+68 new funds entered over the past year (+37% 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 — 80% buying

193 buying49 selling
Last quarter: 193 funds were net buyers (52 opened a brand new position + 141 added to an existing one). Only 49 were sellers (34 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+21 vs last Q)

new funds entering per quarter
Funds opening a new BSCU position: 25 → 24 → 31 → 52. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 28% long-term, 33% new

■ 28% conviction (2yr+) ■ 40% medium ■ 33% new
Of the 250 current holders: 69 (28%) held >2 years, 99 held 1–2 years, and 82 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
🚀

Acceleration phase — new buyers rushing in

39 → 25 → 24 → 31 → 52 new funds/Q
New funds entering each quarter: 25 → 24 → 31 → 52. 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.
📊

Mixed cohorts — 23% veterans, 50% new entrants

■ 23% veterans ■ 27% 1-2yr ■ 50% new
Of 250 current holders: 57 (23%) held 2+ years, 67 held 1–2 years, 126 (50%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 30% AUM from major funds

30% from top-100 AUM funds
16 of 250 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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: BSCU

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

Market Analysis: BSCU

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BSCU

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

No strong consensus or elite conviction detected among institutional holders.

14 top-rated funds 6 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
3.1
/ 10
conviction
Hedge Fund Positioning: BSCU
2026 Q1 Stats Unlock in 17 days 250 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 250 213 17.37%
13F Shares 104M 87M 19.39%
Total Value $1.76B $1.47B 20.17%
New Positions 52 31 +21
Increased Positions 141 125 +16
Closed Positions 15 17 -2
Reduced Positions 34 31 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BSCU

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

250 + investors

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

Top 25 institutional holders of BSCU — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 FORONJY FINANCIAL LLC 6.70% 963,719 $16.1M
2 Waycross Investment Management Co 5.88% 368,183 $6.2M
3 TLWM 5.44% 1,805,663 $30.2M
4 TruWealth Advisors, LLC 3.76% 4,680,408 $78.3M
5 Wilkins Miller Wealth Management, LLC 3.71% 366,781 $6.1M
6 NorthAvenue LLC 3.66% 261,264 $4.4M
7 GPM Growth Investors, Inc. 3.21% 457,241 $7.6M
8 Farnam Financial LLC 3.15% 228,922 $3.8M
9 HENGEHOLD CAPITAL MANAGEMENT LLC 3.15% 2,156,089 $36.0M
10 Infinity Wealth Counsel, LLC 3.00% 195,269 $3.3M
11 CENTRAL VALLEY ADVISORS, LLC 2.91% 637,269 $10.7M
12 Ledgewood Wealth Advisors, LLC 2.73% 289,718 $4.8M
13 Capital Investment Counsel, LLC 2.68% 1,168,992 $19.5M
14 Horizons Wealth Management 2.54% 231,938 $3.9M
15 Opulen Financial Group LLC 2.43% 206,535 $3.5M
16 Hills Bank & Trust Co 2.12% 2,621,207 $43.8M
17 KIRR MARBACH & CO LLC /IN/ 2.10% 689,400 $11.5M
18 Carroll Advisory Group, LLC 1.86% 286,149 $4.8M
19 Clark Asset Management, LLC 1.82% 1,157,736 $19.4M
20 SEMITAM BONAM LLC 1.48% 108,645 $1.8M
21 CVFG LLC 1.39% 670,503 $11.2M
22 Straight Path Wealth Management 1.21% 271,731 $4.5M
23 ArborFi Advisors, LLC 1.07% 78,641 $1.3M
24 True Vision MN LLC 1.03% 118,937 $2.0M
25 S.E.E.D. Planning Group LLC 0.98% 201,966 $3.4M
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 (BSCU)

What does the Smart Money Trend signal show for BSCU?

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

More buyers than sellers — 80% buying: Last quarter: 193 funds were net buyers (52 opened a brand new position + 141 added to an existing one). Only 49 were sellers (34 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BSCU holders?

Strong quality — 30% AUM from major funds: 16 of 250 holders rank in the top 100 by AUM, accounting for 30% 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 BSCU?

Mixed — 28% long-term, 33% new: Of the 250 current holders: 69 (28%) held >2 years, 99 held 1–2 years, and 82 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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.