Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exch Trd Slf Idx Fd (BSJQ)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -8
Streak
1Q ▼
Buyers last Q
37%

Smart Money Signals — BSJQ

Based on 187 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their BSJQ positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (96% of max)

96% of all-time peak
187 hedge funds hold BSJQ right now — the highest count in 3.0 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.
📶

Steady growth — +6% more funds vs a year ago

fund count last 6Q
+11 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🔴

Heavy selling pressure — only 37% buying

68 buying114 selling
Last quarter: 114 funds sold vs only 68 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
⚠️

Fewer new buyers each quarter (-10 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 18 → 34 → 27 → 17. 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.
🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 28% medium ■ 21% new
95 out of 187 hedge funds have held BSJQ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

24 → 18 → 34 → 27 → 17 new funds/Q
New funds entering each quarter: 18 → 34 → 27 → 17. BSJQ is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 52% veterans vs 28% newcomers

■ 52% veterans ■ 19% 1-2yr ■ 28% new
Entry-cohort mix of 187 holders: 98 (52%) are 2+ year veterans, 36 entered 1–2 years ago, and 53 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 28% AUM from major funds

28% from top-100 AUM funds
19 of 187 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — 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 — BSJQ

In 2026 Q2, 68 hedge funds were net buyers of BSJQ (17 opened a new position, 51 added to an existing one), while 114 reduced or exited (89 trimmed, 25 sold completely) — a 37% buyer ratio, indicating net institutional distribution. 28% of total institutional value in BSJQ is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -8 funds (more exits than new entries). Total institutional holders: 187.

Hedge Fund Ownership: BSJQ

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

Market Analysis: BSJQ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BSJQ

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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.

5 top-rated funds 5 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
3.3
/ 10
conviction
Hedge Fund Positioning: BSJQ
187 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 187 195 -4.1%
13F Shares 26M 32M -19.39%
Total Value $587M $734M -20.05%
New Positions 17 27 -10
Increased Positions 51 68 -17
Closed Positions 25 26 -1
Reduced Positions 89 76 +13
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BSJQ

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Institutional Holders (2026 Q2)

187 + investors

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

QUARTER:
Top 25 BSJQ holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Mirador Capital Partners LP 7.63% 2,714,747 $62.3M
2 Banta Asset Management LP 4.06% 197,933 $4.5M
3 Ark Wealth Advisors LLC 3.64% 178,694 $4.1M
4 Altium Investment Strategies LLC 3.60% 108,725 $2.5M
5 Collective Family Office LLC 3.13% 666,309 $15.3M
6 Oder Investment Management, LLC 2.92% 189,443 $4.3M
7 Verity Asset Management, Inc. 2.71% 311,813 $7.2M
8 Sidoxia Capital Management, LLC 2.67% 158,727 $3.6M
9 Cornerstone Planning, LLC 2.27% 428,119 $9.8M
10 Pacific Wealth Strategies Group, Inc. 2.05% 155,192 $3.6M
11 Independent Wealth Advisors LLC 1.83% 87,956 $2.0M
12 Howard Wealth Management, LLC 1.79% 211,404 $4.9M
13 Delta Investment Management, LLC 1.37% 361,418 $8.3M
14 Parkway Wealth Management Group, LLC 1.17% 441,155 $10.1M
15 Evexia Wealth LLC 1.09% 175,895 $4.0M
16 Camelot Portfolios, LLC 1.08% 67,496 $1.5M
17 Glass Jacobson Investment Advisors llc 1.03% 144,099 $3.3M
18 Axim Planning & Wealth 0.98% 30,440 $699K
19 Strait & Sound Wealth Management LLC 0.89% 110,818 $2.5M
20 Ironwood Financial, llc 0.83% 230,453 $5.3M
21 Milestone Asset Management, LLC 0.80% 221,775 $5.1M
22 Ledgewood Wealth Advisors, LLC 0.79% 65,178 $1.5M
23 RPg Family Wealth Advisory, LLC 0.78% 163,226 $3.7M
24 Wagner Wealth Management, Corp 0.77% 41,462 $952K
25 TFR Capital, LLC. 0.64% 99,214 $2.3M
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 (BSJQ)

What does the Smart Money Trend signal show for BSJQ?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their BSJQ positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for BSJQ?

Heavy selling pressure — only 37% buying: Last quarter: 114 funds sold vs only 68 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for BSJQ holders?

Strong quality — 28% AUM from major funds: 19 of 187 holders rank in the top 100 by AUM, accounting for 28% 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 BSJQ?

51% of holders stayed for 2+ years: 95 out of 187 hedge funds have held BSJQ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

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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