Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exch Trd Slf Idx Fd (BSCY)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
6Q ▲
Buyers last Q
77%

Smart Money Signals — BSCY

Based on 90 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q
For 6 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
90 hedge funds hold BSCY right now — the highest count in 1.8 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 — +64% more funds vs a year ago

fund count last 6Q
+35 new funds entered over the past year (+64% 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 — 77% buying

69 buying21 selling
Last quarter: 69 funds were net buyers (12 opened a brand new position + 57 added to an existing one). Only 21 were sellers (12 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~12 new funds per quarter

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

Mostly new holders — 38% entered in last year

0% conviction (2yr+) 62% medium 38% 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.
➡️

Steady discovery — ~12 new funds/quarter

17 → 12 → 16 → 17 → 12 new funds/Q
New funds entering each quarter: 12 → 16 → 17 → 12. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 57% of holders entered in last year

0% veterans 43% 1-2yr 57% new
Of 90 current holders: 51 (57%) entered in the past year, only 0 (0%) 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.

Strong quality — 37% AUM from major funds

37% from top-100 AUM funds
14 of 90 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.7
out of 10
Moderate Exit Risk
Exit risk score 4.7/10 — 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 Q1, 69 hedge funds were net buyers of BSCY (12 opened a new position, 57 added to an existing one), while 21 reduced or exited (12 trimmed, 9 sold completely) — a 77% buyer ratio, indicating clear institutional accumulation. This marks 6 consecutive quarters of net institutional buying — a persistent conviction signal. 37% of total institutional value in BSCY is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 90.

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

-- --

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

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

Signal Freshness measures how much BSCY 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
BSCY
+0.1%
SPY
+15.1%

BSCY outperformed SPY by -15.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 38d ago
BSCY
-0.2%
SPY
+1.3%

Since the filing became public, BSCY outperformed SPY by -1.5% .

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 1 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: BSCY
88 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 88 87 1.15%
13F Shares 18M 14M 33.94%
Total Value $372M $287M 29.82%
New Positions 12 17 -5
Increased Positions 55 55 -
Closed Positions 11 7 +4
Reduced Positions 12 9 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BSCY

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Institutional Holders (2026 Q1)

88 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Ledgewood Wealth Advisors, LLC 2.38% 204,212 $4.2M
2 Infinity Wealth Counsel, LLC 1.74% 91,620 $1.9M
3 NorthAvenue LLC 1.45% 83,528 $1.8M
4 BCS Wealth Management 1.43% 339,077 $7.0M
5 Gill Capital Partners, LLC 1.42% 237,746 $4.9M
6 Addison Advisors LLC 1.23% 269,234 $5.6M
7 Farnam Financial LLC 1.07% 62,834 $1.3M
8 Carroll Advisory Group, LLC 0.93% 115,277 $2.4M
9 Clark Asset Management, LLC 0.63% 323,095 $6.7M
10 Aptus Capital Advisors, LLC 0.56% 3,451,824 $71.4M
11 Cookson Peirce & Co Inc 0.45% 508,101 $10.5M
12 Butensky & Cohen Financial Security, Inc 0.37% 68,020 $1.4M
13 Wilkins Miller Wealth Management, LLC 0.34% 26,904 $557K
14 Opulen Financial Group LLC 0.28% 19,495 $404K
15 Ellevest, Inc. 0.27% 92,242 $1.9M
16 Paradigm, Strategies in Wealth Management, LLC 0.26% 18,606 $385K
17 G2 Capital Management, LLC / Oh 0.25% 49,290 $1.0M
18 ETF Store, Inc. 0.23% 11,292 $234K
19 Golden Reserve Retirement LLC 0.22% 51,574 $1.1M
20 Asset Dedication, LLC 0.21% 146,987 $3.0M
21 River Wealth Advisors LLC 0.17% 73,362 $1.5M
22 Sawgrass Asset Management LLC 0.15% 46,878 $970K
23 YANKCOM Partnership 0.14% 16,469 $341K
24 Moneco Advisors, LLC 0.14% 86,014 $1.8M
25 Hobbs Group Advisors, LLC 0.12% 19,892 $412K
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 — 6 quarters in a row: For 6 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 — 77% buying: Last quarter: 69 funds were net buyers (12 opened a brand new position + 57 added to an existing one). Only 21 were sellers (12 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BSCY holders?

Strong quality — 37% AUM from major funds: 14 of 90 holders rank in the top 100 by AUM, accounting for 37% 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 — 38% 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.

Is it too late to buy Invesco Exch Trd Slf Idx Fd (BSCY) following the 2026 Q1 hedge fund 13F filings?

As of today, BSCY has moved -0.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of -1.5%. Since the quarter end (March 31, 2026), BSCY has gained +0.1% 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.

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