Invesco Exch Trd Slf Idx Fd (BSCZ): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

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

As of today, BSCZ has moved -0.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of -1.8%. Since the quarter end (March 31, 2026), BSCZ gained +-0.0% 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.

Invesco Exch Trd Slf Idx Fd (BSCZ)

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

Smart Money Signals — BSCZ

Based on 62 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 3Q

For 3 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

62 hedge funds hold BSCZ right now — the highest count in 1.0 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.

🟢

More buyers than sellers — 86% buying

54 buying9 selling

Last quarter: 54 funds were net buyers (18 opened a brand new position + 36 added to an existing one). Only 9 were sellers (6 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

⚠️

Fewer new buyers each quarter (-13 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 16 → 31 → 18. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔄

Mostly new holders — 98% entered in last year

■ 0% conviction (2yr+) ■ 2% medium ■ 98% 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.

🚀

Acceleration phase — new buyers rushing in

16 → 31 → 18 new funds/Q

New funds entering each quarter: 16 → 31 → 18. 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.

🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new

Of 62 current holders: 62 (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 — 31% AUM from major funds

31% from top-100 AUM funds

13 of 62 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

7.5

out of 10

High Exit Risk

Exit risk score 7.5/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	61	47	29.79%
13F Shares	7M	4M	66.39%
Total Value	$147M	$90M	64.0%
New Positions	17	31	-14
Increased Positions	36	14	+22
Closed Positions	3	1	+2
Reduced Positions	6	2	+4
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

29.79%

13F Shares

66.39%

Total Value

$147M

$90M

64.0%

New Positions

-14

Increased Positions

+22

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

61 + 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:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 BSCZ holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Carolina Wealth Advisors, LLC	2.46%	287,691	$5.9M
2	Infinity Wealth Counsel, LLC	1.46%	77,370	$1.6M
3	Gill Capital Partners, LLC	1.17%	198,853	$4.1M
4	Carroll Advisory Group, LLC	1.17%	146,646	$3.0M
5	CFG Wealth Management Services, Inc.	0.53%	27,700	$576K
6	BCS Wealth Management	0.51%	121,711	$2.5M
7	Cookson Peirce & Co Inc	0.47%	536,065	$11.0M
8	Ledgewood Wealth Advisors, LLC	0.43%	37,206	$763K
9	Opulen Financial Group LLC	0.39%	26,974	$554K
10	Butensky & Cohen Financial Security, Inc	0.37%	68,233	$1.4M
11	Clark Asset Management, LLC	0.27%	138,342	$2.8M
12	Ellevest, Inc.	0.26%	89,668	$1.8M
13	Golden Reserve Retirement LLC	0.22%	51,585	$1.1M
14	Hobbs Group Advisors, LLC	0.12%	19,476	$400K
15	YANKCOM Partnership	0.11%	13,410	$275K
16	Moneco Advisors, LLC	0.11%	70,144	$1.4M
17	River Wealth Advisors LLC	0.10%	41,888	$860K
18	Davis Capital Management	0.09%	6,769	$139K
19	Legacy Wealth Partners, LLC	0.08%	16,285	$334K
20	Novare Capital Management LLC	0.07%	40,084	$823K
21	Redmond Asset Management, LLC	0.06%	11,261	$231K
22	Independence Bank of Kentucky	0.05%	17,545	$360K
23	Stephens Inc /Ar/	0.04%	165,848	$3.4M
24	Sawgrass Asset Management LLC	0.04%	11,600	$238K
25	Atria Investments, Inc	0.03%	135,376	$2.8M

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 — 3 quarters in a row: For 3 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 — 86% buying: Last quarter: 54 funds were net buyers (18 opened a brand new position + 36 added to an existing one). Only 9 were sellers (6 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BSCZ holders?

Strong quality — 31% AUM from major funds: 13 of 62 holders rank in the top 100 by AUM, accounting for 31% 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 — 98% 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 (BSCZ) following the 2026 Q1 hedge fund 13F filings?

As of today, BSCZ has moved -0.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of -1.8%. Since the quarter end (March 31, 2026), BSCZ has gained +-0.0% 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.

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Invesco Exch Trd Slf Idx Fd (BSCZ)

Smart Money Signals — BSCZ

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

More buyers than sellers — 86% buying

Fewer new buyers each quarter (-13 vs last Q)

Mostly new holders — 98% entered in last year

Acceleration phase — new buyers rushing in

Early stage — 100% of holders entered in last year

Strong quality — 31% AUM from major funds

Institutional Sentiment Summary — BSCZ

Hedge Fund Ownership: BSCZ

Market Analysis: BSCZ

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: BSCZ

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

Hedge Fund Positioning: BSCZ

Statistics: BSCZ

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Invesco Exch Trd Slf Idx Fd (BSCZ)

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