Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exch Trd Slf Idx Fd (BSJQ)

193 + Investors. Track Smart Money conviction in BSJQ. 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
↑ +2
Streak
2Q ▲
Buyers last Q
48%

Smart Money Signals — BSJQ

Based on 195 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added BSJQ 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
195 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 — +19% more funds vs a year ago

fund count last 6Q
+31 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 48% buying

95 buying101 selling
Last quarter: 101 funds reduced or exited vs 95 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 23 → 18 → 34 → 27. 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.
🔒

47% of holders stayed for 2+ years

47% conviction (2yr+) 26% medium 27% new
92 out of 195 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.
📈

Growing discovery — still being found

17 → 23 → 18 → 34 → 27 new funds/Q
New funds entering each quarter: 23 → 18 → 34 → 27. A growing number of institutions are discovering BSJQ each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 46% of holders stayed 2+ years

46% veterans 23% 1-2yr 31% new
Of 195 current holders: 90 (46%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

Strong quality — 28% AUM from major funds

28% from top-100 AUM funds
17 of 195 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.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — 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 Q1, 95 hedge funds were net buyers of BSJQ (27 opened a new position, 68 added to an existing one), while 101 reduced or exited (76 trimmed, 25 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. Net buying has persisted for two consecutive quarters, a positive momentum signal. 28% of total institutional value in BSJQ is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 195.

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

-- --

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

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

Signal Freshness measures how much BSJQ 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 · 75d ago
BSJQ
-0.5%
SPY
+14.1%

BSJQ outperformed SPY by -14.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
BSJQ
-0.2%
SPY
+0.3%

Since the filing became public, BSJQ outperformed SPY by -0.5% .

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.

7 top-rated funds 6 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
3.4
/ 10
conviction
Hedge Fund Positioning: BSJQ
193 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 193 193 -
13F Shares 32M 34M -6.52%
Total Value $732M $784M -6.54%
New Positions 26 34 -8
Increased Positions 67 80 -13
Closed Positions 26 16 +10
Reduced Positions 76 64 +12
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 Q1)

193 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Mirador Capital Partners LP 10.58% 3,225,071 $74.7M
2 Altium Investment Strategies LLC 9.39% 137,419 $3.2M
3 Ark Wealth Advisors LLC 5.20% 226,372 $5.2M
4 Banta Asset Management LP 5.18% 222,218 $5.1M
5 Delta Investment Management, LLC 4.31% 1,039,243 $24.1M
6 Collective Family Office LLC 3.96% 759,334 $17.6M
7 Oder Investment Management, LLC 3.60% 202,241 $4.7M
8 Sidoxia Capital Management, LLC 3.26% 162,799 $3.8M
9 Verity Asset Management, Inc. 3.24% 332,780 $7.7M
10 Cornerstone Planning, LLC 2.21% 422,338 $9.8M
11 Independent Wealth Advisors LLC 1.95% 80,156 $1.9M
12 Pacific Wealth Strategies Group, Inc. 1.93% 133,383 $3.1M
13 Howard Wealth Management, LLC 1.86% 191,104 $4.4M
14 Horizons Wealth Management 1.81% 119,356 $2.8M
15 Ironwood Financial, llc 1.62% 399,427 $9.3M
16 Matthew Goff Investment Advisor, LLC 1.58% 486,104 $9.5M
17 Camelot Portfolios, LLC 1.56% 90,955 $2.1M
18 Jaffetilchin Investment Partners, LLC 1.41% 1,021,704 $23.7M
19 Parkway Wealth Management Group, LLC 1.29% 438,485 $10.2M
20 Glass Jacobson Investment Advisors llc 1.14% 143,152 $3.3M
21 Sbe LLC Dba Cedar Cove Wealth Partners 1.14% 93,723 $2.2M
22 SFE Investment Counsel 0.98% 267,933 $6.2M
23 Beto Financial Group, LLC 0.97% 71,185 $1.7M
24 Ledgewood Wealth Advisors, LLC 0.90% 68,760 $1.6M
25 Milestone Asset Management, LLC 0.88% 206,116 $4.8M
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 (BSJQ)

What does the Smart Money Trend signal show for BSJQ?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added BSJQ 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 BSJQ?

More sellers than buyers — 48% buying: Last quarter: 101 funds reduced or exited vs 95 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for BSJQ holders?

Strong quality — 28% AUM from major funds: 17 of 195 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?

47% of holders stayed for 2+ years: 92 out of 195 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.

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

As of today, BSJQ has moved -0.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of -0.5%. Since the quarter end (March 31, 2026), BSJQ has gained -0.5% vs +14.1% 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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