Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exch Trd Slf Idx Fd (BSCZ)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
4Q ▲
Buyers last Q
84%

Smart Money Signals — BSCZ

Based on 70 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 4Q
For 4 consecutive quarters, more hedge funds added BSCZ 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
70 hedge funds hold BSCZ right now — the highest count in 1.2 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 — +6900% more funds vs a year ago

fund count last 5Q
+69 new funds entered over the past year (+6900% 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. The peak was reached in just 4 quarters from the low — a sharp move.
🟢

More buyers than sellers — 84% buying

58 buying11 selling
Last quarter: 58 funds were net buyers (14 opened a brand new position + 44 added to an existing one). Only 11 were sellers (5 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~14 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 16 → 31 → 18 → 14. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 77% entered in last year

■ 0% conviction (2yr+) ■ 23% medium ■ 77% 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

16 → 31 → 18 → 14 new funds/Q
New funds entering each quarter: 16 → 31 → 18 → 14. BSCZ is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new
Of 70 current holders: 70 (100%) 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 — 29% AUM from major funds

29% from top-100 AUM funds
13 of 70 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.
6.9
out of 10
Moderate Exit Risk
Exit risk score 6.9/10 — 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 — BSCZ

In 2026 Q2, 58 hedge funds were net buyers of BSCZ (14 opened a new position, 44 added to an existing one), while 11 reduced or exited (5 trimmed, 6 sold completely) — a 84% buyer ratio, indicating clear institutional accumulation. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 29% of total institutional value in BSCZ is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 70.

Hedge Fund Ownership: BSCZ

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

Market Analysis: BSCZ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BSCZ

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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 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: BSCZ
70 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 70 62 12.9%
13F Shares 8M 7M 15.28%
Total Value $170M $147M 15.04%
New Positions 14 18 -4
Increased Positions 44 36 +8
Closed Positions 6 3 +3
Reduced Positions 5 6 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BSCZ

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Institutional Holders (2026 Q2)

70 + investors

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

QUARTER:
Top 25 BSCZ holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Carolina Wealth Advisors, LLC 2.35% 292,847 $6.0M
2 Infinity Wealth Counsel, LLC 1.55% 93,610 $1.9M
3 Gill Capital Partners, LLC 1.33% 244,837 $5.0M
4 LeClair Wealth Partners LLC 1.27% 120,082 $2.5M
5 Carroll Advisory Group, LLC 1.08% 160,756 $3.3M
6 CFG Wealth Management Services, Inc. 0.72% 37,440 $768K
7 BCS Wealth Management 0.50% 134,922 $2.8M
8 NorthAvenue LLC 0.42% 28,890 $591K
9 Opulen Financial Group LLC 0.41% 31,810 $651K
10 Butensky & Cohen Financial Security, Inc 0.38% 74,316 $1.5M
11 Cookson Peirce & Co Inc 0.37% 542,689 $11.1M
12 Clark Asset Management, LLC 0.34% 211,938 $4.3M
13 Golden Reserve Retirement LLC 0.23% 70,864 $1.5M
14 Ellevest, Inc. 0.23% 93,307 $1.9M
15 Addison Advisors LLC 0.16% 16,316 $334K
16 YANKCOM Partnership 0.12% 16,076 $329K
17 Davis Capital Management 0.11% 9,147 $187K
18 Hobbs Group Advisors, LLC 0.11% 19,721 $404K
19 River Wealth Advisors LLC 0.09% 42,010 $860K
20 Novare Capital Management LLC 0.08% 55,821 $1.1M
21 Redmond Asset Management, LLC 0.08% 15,104 $309K
22 Independence Bank of Kentucky 0.07% 29,023 $594K
23 Legacy Wealth Partners, LLC 0.06% 12,977 $266K
24 Savvy Advisors, Inc. 0.06% 136,922 $2.8M
25 Asset Dedication, LLC 0.05% 36,721 $752K
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 (BSCZ)

What does the Smart Money Trend signal show for BSCZ?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added BSCZ 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 BSCZ?

More buyers than sellers — 84% buying: Last quarter: 58 funds were net buyers (14 opened a brand new position + 44 added to an existing one). Only 11 were sellers (5 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BSCZ holders?

Strong quality — 29% AUM from major funds: 13 of 70 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 BSCZ?

Mostly new holders — 77% 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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