Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exch Trd Slf Idx Fd (BSCW)

168 + 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
↑ +4
Streak
11Q ▲
Buyers last Q
68%

Smart Money Signals — BSCW

Based on 170 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 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
170 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 — +44% more funds vs a year ago

fund count last 6Q
+52 new funds entered over the past year (+44% 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 — 68% buying

112 buying52 selling
Last quarter: 112 funds were net buyers (22 opened a brand new position + 90 added to an existing one). Only 52 were sellers (34 trimmed + 18 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~22 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 22 → 24 → 23 → 22. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 30% long-term, 29% new

■ 30% conviction (2yr+) ■ 41% medium ■ 29% new
Of the 170 current holders: 51 (30%) held >2 years, 69 held 1–2 years, and 50 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 — ~22 new funds/quarter

18 → 22 → 24 → 23 → 22 new funds/Q
New funds entering each quarter: 22 → 24 → 23 → 22. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 32% veterans, 42% new entrants

■ 32% veterans ■ 26% 1-2yr ■ 42% new
Of 170 current holders: 54 (32%) held 2+ years, 45 held 1–2 years, 71 (42%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds
17 of 170 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — 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 — BSCW

In 2026 Q2, 112 hedge funds were net buyers of BSCW (22 opened a new position, 90 added to an existing one), while 52 reduced or exited (34 trimmed, 18 sold completely) — a 68% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 33% of total institutional value in BSCW is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 170.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 5 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
3.2
/ 10
conviction
Hedge Fund Positioning: BSCW
168 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 168 166 1.2%
13F Shares 57M 55M 4.23%
Total Value $1.16B $1.11B 4.55%
New Positions 22 23 -1
Increased Positions 89 97 -8
Closed Positions 20 12 +8
Reduced Positions 34 27 +7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BSCW

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Financial Highlights

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Institutional Holders (2026 Q2)

168 + investors

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

QUARTER:
Top 25 BSCW holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Strategic Financial Group, LLC 13.32% 678,051 $13.9M
2 Foronjy Financial LLC 5.58% 739,990 $15.2M
3 NorthAvenue LLC 3.58% 243,608 $5.0M
4 Gill Capital Partners, LLC 3.11% 571,677 $11.7M
5 Hengehold Capital Management LLC 3.03% 1,904,149 $39.1M
6 Infinity Wealth Counsel, LLC 2.61% 157,533 $3.2M
7 Cornerstone Planning, LLC 2.21% 465,977 $9.6M
8 DWM Financial Group, Inc. 2.03% 108,906 $2.3M
9 Capital Investment Counsel, LLC 2.01% 791,608 $16.2M
10 Farnam Financial LLC 1.93% 129,178 $2.6M
11 Ledgewood Wealth Advisors, LLC 1.83% 168,185 $3.4M
12 Goepper Burkhardt LLC 1.79% 290,056 $5.9M
13 Opulen Financial Group LLC 1.70% 131,647 $2.7M
14 Vista Investment Management 1.62% 262,405 $5.4M
15 Moneco Advisors, LLC 1.48% 1,179,623 $24.2M
16 Addison Advisors LLC 1.36% 140,019 $2.9M
17 Wilkins Miller Wealth Management, LLC 1.33% 118,200 $2.4M
18 Legacy Financial Group LLC 1.31% 567,841 $11.6M
19 LeClair Wealth Partners LLC 1.28% 120,571 $2.5M
20 Aptus Capital Advisors, LLC 1.25% 8,901,491 $182.6M
21 Decker Wealth Management LLC 1.21% 277,896 $5.7M
22 Ark Wealth Advisors LLC 1.13% 61,986 $1.3M
23 Clark Asset Management, LLC 1.12% 696,425 $14.3M
24 Carroll Advisory Group, LLC 1.10% 162,721 $3.3M
25 Camelot Portfolios, LLC 0.94% 65,457 $1.3M
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 — 68% buying: Last quarter: 112 funds were net buyers (22 opened a brand new position + 90 added to an existing one). Only 52 were sellers (34 trimmed + 18 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BSCW holders?

Strong quality — 33% AUM from major funds: 17 of 170 holders rank in the top 100 by AUM, accounting for 33% 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 BSCW?

Mixed — 30% long-term, 29% new: Of the 170 current holders: 51 (30%) held >2 years, 69 held 1–2 years, and 50 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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