Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exch Trd Slf Idx Fd (BSCV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +11
Streak
11Q ▲
Buyers last Q
75%

Smart Money Signals — BSCV

Based on 222 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 BSCV 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
222 hedge funds hold BSCV 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 — +48% more funds vs a year ago

fund count last 6Q
+72 new funds entered over the past year (+48% 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 — 75% buying

157 buying53 selling
Last quarter: 157 funds were net buyers (29 opened a brand new position + 128 added to an existing one). Only 53 were sellers (35 trimmed + 18 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~29 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 20 → 40 → 32 → 29. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 33% long-term, 32% new

■ 33% conviction (2yr+) ■ 35% medium ■ 32% new
Of the 222 current holders: 74 (33%) held >2 years, 77 held 1–2 years, and 71 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.
➡️

Steady discovery — ~29 new funds/quarter

22 → 20 → 40 → 32 → 29 new funds/Q
New funds entering each quarter: 20 → 40 → 32 → 29. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 31% veterans, 41% new entrants

■ 31% veterans ■ 28% 1-2yr ■ 41% new
Of 222 current holders: 69 (31%) held 2+ years, 63 held 1–2 years, 90 (41%) 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 222 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.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — 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 — BSCV

In 2026 Q2, 157 hedge funds were net buyers of BSCV (29 opened a new position, 128 added to an existing one), while 53 reduced or exited (35 trimmed, 18 sold completely) — a 75% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 30% of total institutional value in BSCV is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +11 funds (more new holders than closures). Total institutional holders: 222.

Hedge Fund Ownership: BSCV

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

Market Analysis: BSCV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BSCV

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 9 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
3.7
/ 10
conviction
Hedge Fund Positioning: BSCV
220 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 220 211 4.27%
13F Shares 84M 79M 6.24%
Total Value $1.35B $1.27B 5.73%
New Positions 28 32 -4
Increased Positions 128 120 +8
Closed Positions 19 13 +6
Reduced Positions 35 31 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BSCV

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Financial Highlights

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Institutional Holders (2026 Q2)

220 + investors

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

QUARTER:
Top 25 BSCV holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 GPM Growth Investors, Inc. 6.79% 991,889 $16.3M
2 Headland Capital, LLC 5.27% 1,303,900 $21.4M
3 Waycross Investment Management Co 4.65% 372,853 $6.1M
4 NorthAvenue LLC 3.56% 303,722 $5.0M
5 Hengehold Capital Management LLC 3.04% 2,395,263 $39.2M
6 Goepper Burkhardt LLC 2.89% 588,199 $9.6M
7 Central Valley Advisors, LLC 2.79% 663,366 $10.9M
8 Capital Investment Counsel, LLC 2.71% 1,335,960 $21.9M
9 Infinity Wealth Counsel, LLC 2.68% 202,533 $3.3M
10 AMJ Financial Wealth Management 2.42% 622,503 $10.2M
11 Red Spruce Capital, LLC 2.41% 422,257 $6.9M
12 Farnam Financial LLC 2.32% 194,069 $3.2M
13 Cornerstone Planning, LLC 2.22% 586,699 $9.6M
14 Ledgewood Wealth Advisors, LLC 2.21% 254,286 $4.2M
15 Carmel Capital Partners, LLC 2.13% 395,166 $6.5M
16 Opulen Financial Group LLC 1.99% 193,037 $3.2M
17 Wilkins Miller Wealth Management, LLC 1.63% 180,949 $3.0M
18 Moneco Advisors, LLC 1.58% 1,578,888 $25.9M
19 Legacy Financial Group LLC 1.56% 846,268 $13.9M
20 Clark Asset Management, LLC 1.48% 1,149,628 $18.8M
21 Decker Wealth Management LLC 1.42% 409,510 $6.7M
22 Addison Advisors LLC 1.35% 175,107 $2.9M
23 Kirr Marbach & Co LLC /In/ 1.35% 488,157 $8.0M
24 Carroll Advisory Group, LLC 1.34% 249,394 $4.1M
25 LeClair Wealth Partners LLC 1.28% 150,853 $2.5M
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 (BSCV)

What does the Smart Money Trend signal show for BSCV?

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

More buyers than sellers — 75% buying: Last quarter: 157 funds were net buyers (29 opened a brand new position + 128 added to an existing one). Only 53 were sellers (35 trimmed + 18 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BSCV holders?

Strong quality — 30% AUM from major funds: 16 of 222 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 BSCV?

Mixed — 33% long-term, 32% new: Of the 222 current holders: 74 (33%) held >2 years, 77 held 1–2 years, and 71 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.

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