Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exch Trd Slf Idx Fd (BSCY)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
7Q ▲
Buyers last Q
79%

Smart Money Signals — BSCY

Based on 95 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q
For 7 consecutive quarters, more hedge funds added BSCY 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
95 hedge funds hold BSCY right now — the highest count in 2.0 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 — +51% more funds vs a year ago

fund count last 6Q
+32 new funds entered over the past year (+51% 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 — 79% buying

76 buying20 selling
Last quarter: 76 funds were net buyers (13 opened a brand new position + 63 added to an existing one). Only 20 were sellers (12 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~13 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 16 → 17 → 12 → 13. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 32% entered in last year

■ 0% conviction (2yr+) ■ 68% medium ■ 32% new
Only 0 funds (0%) 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.
📊

Peak discovery — momentum slowing

12 → 16 → 17 → 12 → 13 new funds/Q
New funds entering each quarter: 16 → 17 → 12 → 13. BSCY is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
📊

Mixed cohorts — 0% veterans, 47% new entrants

■ 0% veterans ■ 53% 1-2yr ■ 47% new
Of 95 current holders: 0 (0%) held 2+ years, 50 held 1–2 years, 45 (47%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
14 of 95 holders rank in the top 100 by AUM, accounting for 35% 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 — BSCY

In 2026 Q2, 76 hedge funds were net buyers of BSCY (13 opened a new position, 63 added to an existing one), while 20 reduced or exited (12 trimmed, 8 sold completely) — a 79% buyer ratio, indicating clear institutional accumulation. This marks 7 consecutive quarters of net institutional buying — a persistent conviction signal. 35% of total institutional value in BSCY is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 95.

Hedge Fund Ownership: BSCY

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

Market Analysis: BSCY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BSCY

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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.

1 top-rated funds 1 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: BSCY
95 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 95 90 5.56%
13F Shares 20M 18M 9.09%
Total Value $410M $376M 9.11%
New Positions 13 12 +1
Increased Positions 63 57 +6
Closed Positions 8 9 -1
Reduced Positions 12 12 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BSCY

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Financial Highlights

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Institutional Holders (2026 Q2)

95 + investors

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

QUARTER:
Top 25 BSCY holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 DWM Financial Group, Inc. 5.89% 314,148 $6.6M
2 NorthAvenue LLC 2.08% 140,671 $2.9M
3 Infinity Wealth Counsel, LLC 1.80% 107,600 $2.2M
4 Addison Advisors LLC 1.38% 141,877 $2.9M
5 Gill Capital Partners, LLC 1.35% 246,767 $5.1M
6 BCS Wealth Management 1.29% 346,682 $7.2M
7 LeClair Wealth Partners LLC 1.27% 118,822 $2.5M
8 Farnam Financial LLC 0.94% 62,665 $1.3M
9 Carroll Advisory Group, LLC 0.83% 123,009 $2.5M
10 Clark Asset Management, LLC 0.66% 404,980 $8.4M
11 Aptus Capital Advisors, LLC 0.50% 3,513,762 $72.6M
12 Butensky & Cohen Financial Security, Inc 0.38% 73,979 $1.5M
13 Cookson Peirce & Co Inc 0.35% 521,282 $10.8M
14 Wilkins Miller Wealth Management, LLC 0.33% 29,112 $602K
15 Opulen Financial Group LLC 0.32% 24,756 $512K
16 ETF Store, Inc. 0.25% 14,355 $297K
17 Asset Dedication, LLC 0.24% 186,136 $3.8M
18 Paradigm, Strategies in Wealth Management, LLC 0.24% 18,823 $389K
19 Fca Corp /Tx 0.24% 46,184 $954K
20 Golden Reserve Retirement LLC 0.23% 71,515 $1.5M
21 Ellevest, Inc. 0.23% 95,323 $2.0M
22 G2 Capital Management, LLC / Oh 0.22% 49,896 $1.0M
23 River Wealth Advisors LLC 0.16% 73,793 $1.5M
24 YANKCOM Partnership 0.14% 19,121 $395K
25 Sawgrass Asset Management LLC 0.13% 47,378 $979K
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 (BSCY)

What does the Smart Money Trend signal show for BSCY?

Buying streak — 7 quarters in a row: For 7 consecutive quarters, more hedge funds added BSCY 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 BSCY?

More buyers than sellers — 79% buying: Last quarter: 76 funds were net buyers (13 opened a brand new position + 63 added to an existing one). Only 20 were sellers (12 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BSCY holders?

Strong quality — 35% AUM from major funds: 14 of 95 holders rank in the top 100 by AUM, accounting for 35% 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 BSCY?

Mostly new holders — 32% entered in last year: Only 0 funds (0%) 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.

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