Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INVESCO EXCH TRD SLF IDX FD (BSCX)

103 + 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
10Q ▲
Buyers last Q
81%

Smart Money Signals — BSCX

Based on 103 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 10 quarters in a row

last 6Q
For 10 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
103 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 — +47% more funds vs a year ago

fund count last 6Q
+33 new funds entered over the past year (+47% 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 — 81% buying

87 buying20 selling
Last quarter: 87 funds were net buyers (23 opened a brand new position + 64 added to an existing one). Only 20 were sellers (10 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new BSCX position: 12 → 11 → 16 → 23. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 35% entered in last year

■ 18% conviction (2yr+) ■ 47% medium ■ 35% new
Only 19 funds (18%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
🚀

Acceleration phase — new buyers rushing in

17 → 12 → 11 → 16 → 23 new funds/Q
New funds entering each quarter: 12 → 11 → 16 → 23. 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 — 1% veterans, 54% new entrants

■ 1% veterans ■ 45% 1-2yr ■ 54% new
Of 103 current holders: 1 (1%) held 2+ years, 46 held 1–2 years, 56 (54%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 29% AUM from major funds

29% from top-100 AUM funds
12 of 103 holders rank in the top 100 by AUM, accounting for 29% 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.

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

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

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 2 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
2.2
/ 10
conviction
Hedge Fund Positioning: BSCX
2026 Q1 Stats Unlock in 19 days 103 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 103 90 14.44%
13F Shares 30M 24M 21.09%
Total Value $644M $525M 22.64%
New Positions 23 16 +7
Increased Positions 64 57 +7
Closed Positions 10 6 +4
Reduced Positions 10 9 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BSCX

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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) --
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Income Statement & Cash Flow
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Institutional Holders (2026 Q1)

103 + investors

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

Top 25 institutional holders of BSCX — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 NorthAvenue LLC 3.16% 178,075 $3.8M
2 Infinity Wealth Counsel, LLC 2.42% 124,400 $2.6M
3 Ledgewood Wealth Advisors, LLC 2.30% 193,173 $4.1M
4 BCS Wealth Management 1.87% 432,811 $9.2M
5 Farnam Financial LLC 1.62% 92,984 $2.0M
6 Parkway Wealth Management Group, LLC 1.28% 475,922 $10.1M
7 Opulen Financial Group LLC 1.08% 72,833 $1.5M
8 Carroll Advisory Group, LLC 0.93% 113,599 $2.4M
9 Clark Asset Management, LLC 0.84% 423,028 $8.9M
10 Wilkins Miller Wealth Management, LLC 0.57% 44,308 $937K
11 NOTTINGHAM ADVISORS, INC. 0.56% 205,032 $4.3M
12 COOKSON PEIRCE & CO INC 0.44% 496,315 $10.5M
13 BUTENSKY & COHEN FINANCIAL SECURITY, INC 0.38% 68,322 $1.4M
14 AA Financial Advisors, LLC 0.28% 92,540 $2.0M
15 ETF Store, Inc. 0.25% 12,020 $254K
16 SAWGRASS ASSET MANAGEMENT LLC 0.24% 74,652 $1.6M
17 DOVER ADVISORS, LLC 0.24% 27,100 $573K
18 Golden Reserve Retirement LLC 0.22% 50,144 $1.1M
19 NOVARE CAPITAL MANAGEMENT LLC 0.18% 108,589 $2.3M
20 Aureum Wealth Management, LLC 0.17% 11,559 $244K
21 Independence Bank of Kentucky 0.15% 57,828 $1.2M
22 NorthCrest Asset Manangement, LLC 0.14% 211,723 $4.5M
23 YANKCOM Partnership 0.12% 13,792 $292K
24 Kohmann Bosshard Financial Services, LLC 0.10% 54,872 $1.2M
25 Legacy Wealth Partners, LLC 0.08% 15,578 $329K
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 — 10 quarters in a row: For 10 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 — 81% buying: Last quarter: 87 funds were net buyers (23 opened a brand new position + 64 added to an existing one). Only 20 were sellers (10 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BSCX holders?

Strong quality — 29% AUM from major funds: 12 of 103 holders rank in the top 100 by AUM, accounting for 29% 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?

Mostly new holders — 35% entered in last year: Only 19 funds (18%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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.