Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INVESCO EXCH TRD SLF IDX FD (BSCZ)

47 + Investors. Track Smart Money conviction in BSCZ. 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
↑ +30
Streak
2Q ▲
Buyers last Q
94%

Smart Money Signals — BSCZ

Based on 47 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 2Q
For 2 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
47 hedge funds hold BSCZ right now — the highest count in 0.8 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.
🟢

More buyers than sellers — 94% buying

45 buying3 selling
Last quarter: 45 funds were net buyers (31 opened a brand new position + 14 added to an existing one). Only 3 were sellers (2 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+15 vs last Q)

new funds entering per quarter
Funds opening a new BSCZ position: 16 → 31. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 100% entered in last year

0% conviction (2yr+) 0% medium 100% 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.
🌱

Early stage — 100% of holders entered in last year

0% veterans 0% 1-2yr 100% new
Of 47 current holders: 47 (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 — 32% AUM from major funds

32% from top-100 AUM funds
6 of 47 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
5.5
out of 10
Moderate Exit Risk
Exit risk score 5.5/10 — 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: 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.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: BSCZ
2026 Q1 Stats Unlock in 14 days 47 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 47 17 176.47%
13F Shares 4M 731K 490.31%
Total Value $90M $15M 490.43%
New Positions 31 16 +15
Increased Positions 14 1 +13
Closed Positions 1 0 +1
Reduced Positions 2 0 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BSCZ

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Short % of Float --

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Institutional Holders (2026 Q1)

47 + investors

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

Top 25 institutional holders of BSCZ — 2025 Q4 · 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 BCS Wealth Management 0.51% 121,711 $2.5M
6 COOKSON PEIRCE & CO INC 0.47% 536,065 $11.0M
7 Ledgewood Wealth Advisors, LLC 0.43% 37,206 $763K
8 Opulen Financial Group LLC 0.39% 26,974 $554K
9 BUTENSKY & COHEN FINANCIAL SECURITY, INC 0.37% 68,233 $1.4M
10 Clark Asset Management, LLC 0.27% 138,342 $2.8M
11 Golden Reserve Retirement LLC 0.22% 51,585 $1.1M
12 YANKCOM Partnership 0.11% 13,410 $275K
13 Davis Capital Management 0.09% 6,769 $139K
14 Legacy Wealth Partners, LLC 0.08% 16,285 $334K
15 NOVARE CAPITAL MANAGEMENT LLC 0.07% 40,084 $823K
16 Independence Bank of Kentucky 0.05% 17,545 $360K
17 STEPHENS INC /AR/ 0.04% 165,848 $3.4M
18 SAWGRASS ASSET MANAGEMENT LLC 0.04% 11,600 $238K
19 Atria Investments, Inc 0.03% 135,376 $2.8M
20 Kohmann Bosshard Financial Services, LLC 0.02% 11,602 $238K
21 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.02% 13,234 $272K
22 Sanctuary Advisors, LLC 0.02% 142,737 $2.9M
23 Marquette Asset Management, LLC 0.01% 4,735 $97K
24 Farther Finance Advisors, LLC 0.01% 41,416 $850K
25 Global Wealth Strategies & Associates 0.01% 1,460 $30K
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 — 2 quarters in a row: For 2 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 — 94% buying: Last quarter: 45 funds were net buyers (31 opened a brand new position + 14 added to an existing one). Only 3 were sellers (2 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BSCZ holders?

Strong quality — 32% AUM from major funds: 6 of 47 holders rank in the top 100 by AUM, accounting for 32% 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 — 100% 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.