Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exch Trd Slf Idx Fd (BSCX)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +13
Streak
11Q ▲
Buyers last Q
76%

Smart Money Signals — BSCX

Based on 118 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 BSCX 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
118 hedge funds hold BSCX 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
+41 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 — 76% buying

84 buying27 selling
Last quarter: 84 funds were net buyers (20 opened a brand new position + 64 added to an existing one). Only 27 were sellers (20 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~20 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 11 → 17 → 23 → 20. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 30% long-term, 34% new

■ 30% conviction (2yr+) ■ 36% medium ■ 34% new
Of the 118 current holders: 35 (30%) held >2 years, 43 held 1–2 years, and 40 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

12 → 11 → 17 → 23 → 20 new funds/Q
New funds entering each quarter: 11 → 17 → 23 → 20. 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 — 19% veterans, 46% new entrants

■ 19% veterans ■ 36% 1-2yr ■ 46% new
Of 118 current holders: 22 (19%) held 2+ years, 42 held 1–2 years, 54 (46%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 32% AUM from major funds

32% from top-100 AUM funds
15 of 118 holders rank in the top 100 by AUM, accounting for 32% 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 — BSCX

In 2026 Q1, 84 hedge funds were net buyers of BSCX (20 opened a new position, 64 added to an existing one), while 27 reduced or exited (20 trimmed, 7 sold completely) — a 76% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 32% of total institutional value in BSCX is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +13 funds (more new holders than closures). Total institutional holders: 118.

Hedge Fund Ownership: BSCX

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

Market Analysis: BSCX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BSCX

-- --

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

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

Signal Freshness measures how much BSCX 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 · 83d ago
BSCX
-0.2%
SPY
+15.1%

BSCX outperformed SPY by -15.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 38d ago
BSCX
+0.9%
SPY
+1.3%

Since the filing became public, BSCX outperformed SPY by -0.4% .

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.

2 top-rated funds 4 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
2.8
/ 10
conviction
Hedge Fund Positioning: BSCX
116 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 116 105 10.48%
13F Shares 33M 30M 10.06%
Total Value $668M $644M 3.77%
New Positions 20 23 -3
Increased Positions 62 66 -4
Closed Positions 9 10 -1
Reduced Positions 20 10 +10
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BSCX

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
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) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

116 + investors

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

QUARTER:
Top 25 BSCX holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 NorthAvenue LLC 3.16% 178,075 $3.8M
2 Virtue Asset Management LLC 2.58% 152,871 $3.2M
3 Infinity Wealth Counsel, LLC 2.42% 124,400 $2.6M
4 Ledgewood Wealth Advisors, LLC 2.30% 193,173 $4.1M
5 BCS Wealth Management 1.87% 432,811 $9.2M
6 Farnam Financial LLC 1.62% 92,984 $2.0M
7 Motley Fool Wealth Management, LLC 1.30% 543,485 $11.5M
8 Parkway Wealth Management Group, LLC 1.28% 475,922 $10.1M
9 Addison Advisors LLC 1.24% 265,879 $5.6M
10 Aptus Capital Advisors, LLC 1.16% 7,004,279 $148.1M
11 Opulen Financial Group LLC 1.08% 72,833 $1.5M
12 Ark Wealth Advisors LLC 1.00% 47,948 $1.0M
13 Carroll Advisory Group, LLC 0.93% 113,599 $2.4M
14 Clark Asset Management, LLC 0.84% 423,028 $8.9M
15 Wilkins Miller Wealth Management, LLC 0.57% 44,308 $937K
16 Nottingham Advisors, INC. 0.56% 205,032 $4.3M
17 Clearstead Advisors, LLC 0.51% 2,662,099 $56.3M
18 Cookson Peirce & Co Inc 0.44% 496,315 $10.5M
19 Asset Dedication, LLC 0.40% 267,433 $5.7M
20 Butensky & Cohen Financial Security, Inc 0.38% 68,322 $1.4M
21 G2 Capital Management, LLC / Oh 0.32% 61,401 $1.3M
22 AA Financial Advisors, LLC 0.28% 92,540 $2.0M
23 Ellevest, Inc. 0.27% 90,810 $1.9M
24 ETF Store, Inc. 0.25% 12,020 $254K
25 Sawgrass Asset Management LLC 0.24% 74,652 $1.6M
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 (BSCX)

What does the Smart Money Trend signal show for BSCX?

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

More buyers than sellers — 76% buying: Last quarter: 84 funds were net buyers (20 opened a brand new position + 64 added to an existing one). Only 27 were sellers (20 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BSCX holders?

Strong quality — 32% AUM from major funds: 15 of 118 holders rank in the top 100 by AUM, accounting for 32% 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 BSCX?

Mixed — 30% long-term, 34% new: Of the 118 current holders: 35 (30%) held >2 years, 43 held 1–2 years, and 40 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 (BSCX) following the 2026 Q1 hedge fund 13F filings?

As of today, BSCX has moved +0.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of -0.4%. Since the quarter end (March 31, 2026), BSCX has gained -0.2% 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.

Full history →