Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exch Trd Slf Idx Fd (BSCU)

292 + 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
↑ +27
Streak
11Q ▲
Buyers last Q
81%

Smart Money Signals — BSCU

Based on 297 hedge funds · latest filing: 2026 Q1 · 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
297 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 — +51% more funds vs a year ago

fund count last 6Q
+100 new funds entered over the past year (+51% 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 — 81% buying

224 buying52 selling
Last quarter: 224 funds were net buyers (42 opened a brand new position + 182 added to an existing one). Only 52 were sellers (37 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-13 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 29 → 35 → 55 → 42. 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.
📌

Mixed — 30% long-term, 35% new

■ 30% conviction (2yr+) ■ 35% medium ■ 35% new
Of the 297 current holders: 88 (30%) held >2 years, 105 held 1–2 years, and 104 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

25 → 29 → 35 → 55 → 42 new funds/Q
New funds entering each quarter: 29 → 35 → 55 → 42. 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 — 27% veterans, 45% new entrants

■ 27% veterans ■ 28% 1-2yr ■ 45% new
Of 297 current holders: 79 (27%) held 2+ years, 83 held 1–2 years, 135 (45%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 29% AUM from major funds

29% from top-100 AUM funds
19 of 297 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.5
out of 10
Moderate Exit Risk
Exit risk score 4.5/10 — 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.

Institutional Sentiment Summary — BSCU

In 2026 Q1, 224 hedge funds were net buyers of BSCU (42 opened a new position, 182 added to an existing one), while 52 reduced or exited (37 trimmed, 15 sold completely) — a 81% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 29% of total institutional value in BSCU is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +27 funds (more new holders than closures). Total institutional holders: 297.

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

-- --

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

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

Signal Freshness measures how much BSCU 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
BSCU
-0.1%
SPY
+13.9%

BSCU outperformed SPY by -14.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
BSCU
+0.8%
SPY
+0.2%

Since the filing became public, BSCU outperformed SPY by +0.6% .

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 11 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: BSCU
292 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 292 270 8.15%
13F Shares 120M 111M 8.79%
Total Value $1.98B $1.88B 5.27%
New Positions 42 55 -13
Increased Positions 178 154 +24
Closed Positions 20 16 +4
Reduced Positions 36 36 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BSCU

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

292 + investors

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

QUARTER:
Top 25 BSCU holders by conviction (% of portfolio weight) — 2026 Q1 · 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 Goepper Burkhardt LLC 3.45% 617,619 $10.3M
8 GPM Growth Investors, Inc. 3.21% 457,241 $7.6M
9 Farnam Financial LLC 3.15% 228,922 $3.8M
10 Hengehold Capital Management LLC 3.15% 2,156,089 $36.0M
11 Infinity Wealth Counsel, LLC 3.00% 195,269 $3.3M
12 Central Valley Advisors, LLC 2.91% 637,269 $10.7M
13 Ledgewood Wealth Advisors, LLC 2.73% 289,718 $4.8M
14 Capital Investment Counsel, LLC 2.68% 1,168,992 $19.5M
15 Vista Investment Management 2.67% 479,552 $8.0M
16 Horizons Wealth Management 2.54% 231,938 $3.9M
17 Opulen Financial Group LLC 2.43% 206,535 $3.5M
18 Coastline Complete Wealth LLC 2.40% 231,668 $3.9M
19 IMA Advisory Services, Inc. 2.36% 1,448,572 $24.2M
20 Milestones Private Investment Advisors LLC 2.27% 153,787 $2.6M
21 Cornerstone Planning, LLC 2.14% 567,021 $9.5M
22 Hills Bank & Trust Co 2.12% 2,621,207 $43.8M
23 Kirr Marbach & Co LLC /In/ 2.10% 689,400 $11.5M
24 Motley Fool Wealth Management, LLC 1.98% 1,049,383 $17.5M
25 AMJ Financial Wealth Management 1.93% 489,231 $8.2M
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 — 81% buying: Last quarter: 224 funds were net buyers (42 opened a brand new position + 182 added to an existing one). Only 52 were sellers (37 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BSCU holders?

Strong quality — 29% AUM from major funds: 19 of 297 holders rank in the top 100 by AUM, accounting for 29% 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 — 30% long-term, 35% new: Of the 297 current holders: 88 (30%) held >2 years, 105 held 1–2 years, and 104 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.

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

As of today, BSCU has moved +0.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +0.6%. Since the quarter end (March 31, 2026), BSCU has gained -0.1% 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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