Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INVESCO EXCH TRD SLF IDX FD (BSCW)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +18
Streak
11Q ▲
Buyers last Q
85%

Smart Money Signals — BSCW

Based on 151 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 BSCW 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
151 hedge funds hold BSCW 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 — +61% more funds vs a year ago

fund count last 6Q
+57 new funds entered over the past year (+61% 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 — 85% buying

123 buying21 selling
Last quarter: 123 funds were net buyers (23 opened a brand new position + 100 added to an existing one). Only 21 were sellers (16 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~23 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 18 → 18 → 22 → 23. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 26% long-term, 34% new

■ 26% conviction (2yr+) ■ 39% medium ■ 34% new
Of the 151 current holders: 40 (26%) held >2 years, 59 held 1–2 years, and 52 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.
💰

Value +68% but shares only +32% — price-driven

Value
+68%
Shares
+32%
Last quarter: the total dollar value of institutional holdings rose +68%, but actual share count only changed +32%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

20 → 18 → 18 → 22 → 23 new funds/Q
New funds entering each quarter: 18 → 18 → 22 → 23. A growing number of institutions are discovering BSCW each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 56% of holders entered in last year

■ 20% veterans ■ 25% 1-2yr ■ 56% new
Of 151 current holders: 84 (56%) entered in the past year, only 30 (20%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
🏆

Elite ownership — 48% AUM from top-100 funds

48% from top-100 AUM funds
16 of 151 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in BSCW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.6
out of 10
Moderate Exit Risk
Exit risk score 4.6/10 — 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: BSCW

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

Market Analysis: BSCW

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BSCW

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

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 3 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
2.7
/ 10
conviction
Hedge Fund Positioning: BSCW
2026 Q1 Stats Unlock in 17 days 151 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 151 133 13.53%
13F Shares 50M 38M 32.45%
Total Value $1.32B $786M 68.37%
New Positions 23 22 +1
Increased Positions 100 88 +12
Closed Positions 5 4 +1
Reduced Positions 16 9 +7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BSCW

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Valuation Measures Data as of: --

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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) --
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Institutional Holders (2026 Q1)

151 + investors

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

Top 25 institutional holders of BSCW — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Strategic Financial Group, LLC 14.25% 672,382 $13.8M
2 FORONJY FINANCIAL LLC 5.98% 698,863 $14.4M
3 NorthAvenue LLC 3.70% 213,890 $4.5M
4 HENGEHOLD CAPITAL MANAGEMENT LLC 3.41% 1,898,568 $39.1M
5 GILL CAPITAL PARTNERS, LLC 3.31% 559,522 $11.5M
6 Infinity Wealth Counsel, LLC 2.70% 142,943 $2.9M
7 Ledgewood Wealth Advisors, LLC 2.25% 193,751 $4.0M
8 Farnam Financial LLC 2.12% 125,400 $2.6M
9 Capital Investment Counsel, LLC 2.04% 722,194 $14.9M
10 Opulen Financial Group LLC 1.87% 128,823 $2.7M
11 Wilkins Miller Wealth Management, LLC 1.47% 118,363 $2.4M
12 Carroll Advisory Group, LLC 1.15% 144,208 $3.0M
13 Clark Asset Management, LLC 1.07% 551,621 $11.4M
14 BCS Wealth Management 1.03% 245,987 $5.1M
15 Straight Path Wealth Management 0.99% 179,532 $3.7M
16 Marietta Wealth Management, LLC 0.89% 364,437 $7.5M
17 Horizons Wealth Management 0.88% 65,043 $1.3M
18 EVEXIA WEALTH LLC 0.73% 128,367 $2.7M
19 COOKSON PEIRCE & CO INC 0.45% 514,017 $10.6M
20 BUTENSKY & COHEN FINANCIAL SECURITY, INC 0.40% 72,910 $1.5M
21 EVERPAR ADVISORS LLC 0.36% 51,272 $1.1M
22 Apeiron RIA LLC 0.28% 59,162 $1.2M
23 SAWGRASS ASSET MANAGEMENT LLC 0.25% 81,786 $1.7M
24 ETF Store, Inc. 0.24% 11,727 $241K
25 Golden Reserve Retirement LLC 0.22% 52,006 $1.1M
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 (BSCW)

What does the Smart Money Trend signal show for BSCW?

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

More buyers than sellers — 85% buying: Last quarter: 123 funds were net buyers (23 opened a brand new position + 100 added to an existing one). Only 21 were sellers (16 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BSCW holders?

Elite ownership — 48% AUM from top-100 funds: 16 of 151 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in BSCW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held BSCW?

Mixed — 26% long-term, 34% new: Of the 151 current holders: 40 (26%) held >2 years, 59 held 1–2 years, and 52 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.