Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exch Trd Slf Idx Fd (BSCV)

208 + 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
↑ +19
Streak
11Q ▲
Buyers last Q
78%

Smart Money Signals — BSCV

Based on 211 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 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
211 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 — +53% more funds vs a year ago

fund count last 6Q
+73 new funds entered over the past year (+53% 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 — 78% buying

152 buying44 selling
Last quarter: 152 funds were net buyers (32 opened a brand new position + 120 added to an existing one). Only 44 were sellers (31 trimmed + 13 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: 22 → 20 → 40 → 32. 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 — 29% long-term, 32% new

■ 29% conviction (2yr+) ■ 38% medium ■ 32% new
Of the 211 current holders: 62 (29%) held >2 years, 81 held 1–2 years, and 68 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

19 → 22 → 20 → 40 → 32 new funds/Q
New funds entering each quarter: 22 → 20 → 40 → 32. 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 — 28% veterans, 44% new entrants

■ 28% veterans ■ 28% 1-2yr ■ 44% new
Of 211 current holders: 59 (28%) held 2+ years, 60 held 1–2 years, 92 (44%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 27% AUM from major funds

27% from top-100 AUM funds
17 of 211 holders rank in the top 100 by AUM, accounting for 27% 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 — BSCV

In 2026 Q1, 152 hedge funds were net buyers of BSCV (32 opened a new position, 120 added to an existing one), while 44 reduced or exited (31 trimmed, 13 sold completely) — a 78% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 27% of total institutional value in BSCV is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +19 funds (more new holders than closures). Total institutional holders: 211.

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

-- --

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

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

Signal Freshness measures how much BSCV 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 · 82d ago
BSCV
nan%
SPY
+15.1%

BSCV outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
BSCV
nan%
SPY
+1.3%

Since the filing became public, BSCV outperformed SPY by nan% .

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.

4 top-rated funds 8 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
3.4
/ 10
conviction
Hedge Fund Positioning: BSCV
208 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 208 192 8.33%
13F Shares 78M 73M 6.9%
Total Value $1.26B $1.23B 2.85%
New Positions 32 40 -8
Increased Positions 118 125 -7
Closed Positions 16 9 +7
Reduced Positions 30 11 +19
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BSCV

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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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)

208 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Waycross Investment Management Co 5.84% 371,492 $6.1M
2 Headland Capital, LLC 5.52% 1,190,087 $19.6M
3 NorthAvenue LLC 3.90% 282,129 $4.7M
4 Hengehold Capital Management LLC 3.23% 2,247,878 $37.0M
5 Capital Investment Counsel, LLC 2.96% 1,310,877 $21.6M
6 Central Valley Advisors, LLC 2.87% 638,344 $10.5M
7 Infinity Wealth Counsel, LLC 2.84% 188,108 $3.1M
8 Goepper Burkhardt LLC 2.84% 516,873 $8.5M
9 Farnam Financial LLC 2.53% 186,660 $3.1M
10 AMJ Financial Wealth Management 2.42% 622,503 $10.2M
11 Coastline Complete Wealth LLC 2.39% 234,726 $3.9M
12 Horizons Wealth Management 2.34% 216,913 $3.6M
13 Carmel Capital Partners, LLC 2.32% 390,386 $6.4M
14 Ledgewood Wealth Advisors, LLC 2.27% 244,648 $4.0M
15 Opulen Financial Group LLC 2.15% 185,982 $3.1M
16 Cornerstone Planning, LLC 2.12% 570,689 $9.4M
17 Hills Bank & Trust Co 2.09% 2,624,341 $43.2M
18 Moneco Advisors, LLC 1.86% 1,459,850 $24.0M
19 Decker Wealth Management LLC 1.81% 485,735 $8.0M
20 Wilkins Miller Wealth Management, LLC 1.78% 179,123 $2.9M
21 Clark Asset Management, LLC 1.51% 974,950 $16.0M
22 Kirr Marbach & Co LLC /In/ 1.47% 491,310 $8.1M
23 Aptus Capital Advisors, LLC 1.38% 10,644,420 $175.2M
24 Carroll Advisory Group, LLC 1.37% 214,240 $3.5M
25 Addison Advisors LLC 1.32% 361,721 $6.0M
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 — 78% buying: Last quarter: 152 funds were net buyers (32 opened a brand new position + 120 added to an existing one). Only 44 were sellers (31 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BSCV holders?

Strong quality — 27% AUM from major funds: 17 of 211 holders rank in the top 100 by AUM, accounting for 27% 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 — 29% long-term, 32% new: Of the 211 current holders: 62 (29%) held >2 years, 81 held 1–2 years, and 68 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 (BSCV) following the 2026 Q1 hedge fund 13F filings?

As of today, BSCV has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), BSCV has gained nan% vs +15.1% 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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