Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exch Trd Slf Idx Fd (BSJR)

166 + Investors. Track Smart Money conviction in BSJR. 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
↑ +15
Streak
11Q ▲
Buyers last Q
65%

Smart Money Signals — BSJR

Based on 168 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added BSJR 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
168 hedge funds hold BSJR 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.
🚀

Fast accumulation — +41% more funds vs a year ago

fund count last 6Q
+49 new funds entered over the past year (+41% 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.
🟢

More buyers than sellers — 65% buying

102 buying56 selling
Last quarter: 102 funds were net buyers (25 opened a brand new position + 77 added to an existing one). Only 56 were sellers (46 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~25 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 19 → 16 → 27 → 25. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 33% long-term, 28% new

33% conviction (2yr+) 39% medium 28% new
Of the 168 current holders: 55 (33%) held >2 years, 66 held 1–2 years, and 47 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
📈

Growing discovery — still being found

14 → 19 → 16 → 27 → 25 new funds/Q
New funds entering each quarter: 19 → 16 → 27 → 25. A growing number of institutions are discovering BSJR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 32% veterans, 37% new entrants

32% veterans 31% 1-2yr 37% new
Of 168 current holders: 54 (32%) held 2+ years, 52 held 1–2 years, 62 (37%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

Strong quality — 25% AUM from major funds

25% from top-100 AUM funds
16 of 168 holders rank in the top 100 by AUM, accounting for 25% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — 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 — BSJR

In 2026 Q1, 102 hedge funds were net buyers of BSJR (25 opened a new position, 77 added to an existing one), while 56 reduced or exited (46 trimmed, 10 sold completely) — a 65% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 25% of total institutional value in BSJR is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +15 funds (more new holders than closures). Total institutional holders: 168.

Hedge Fund Ownership: BSJR

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

Market Analysis: BSJR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BSJR

-- --

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

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

Signal Freshness measures how much BSJR 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 · 78d ago
BSJR
+0.3%
SPY
+15.9%

BSJR outperformed SPY by -15.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
BSJR
+0.5%
SPY
+2.0%

Since the filing became public, BSJR outperformed SPY by -1.5% .

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: BSJR
166 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 166 153 8.5%
13F Shares 25M 21M 18.03%
Total Value $552M $474M 16.36%
New Positions 24 27 -3
Increased Positions 76 80 -4
Closed Positions 11 9 +2
Reduced Positions 46 28 +18
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BSJR

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Institutional Holders (2026 Q1)

166 + investors

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

QUARTER:
Top 25 BSJR holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Altium Investment Strategies LLC 17.91% 271,003 $6.1M
2 Banta Asset Management LP 7.35% 326,920 $7.3M
3 Mirador Capital Partners LP 7.13% 2,252,608 $50.4M
4 Ark Wealth Advisors LLC 5.20% 234,696 $5.2M
5 Oder Investment Management, LLC 3.25% 189,091 $4.2M
6 Verity Asset Management, Inc. 2.98% 317,782 $7.1M
7 Sidoxia Capital Management, LLC 2.72% 140,626 $3.1M
8 Pacific Wealth Strategies Group, Inc. 1.83% 131,235 $2.9M
9 Horizons Wealth Management 1.81% 123,176 $2.8M
10 Howard Wealth Management, LLC 1.76% 186,901 $4.2M
11 Independent Wealth Advisors LLC 1.69% 71,787 $1.6M
12 Bright Futures Wealth Management, LLC. 1.65% 107,738 $2.4M
13 Collective Family Office LLC 1.48% 294,172 $6.6M
14 Ironwood Financial, llc 1.43% 366,045 $8.2M
15 Parkway Wealth Management Group, LLC 1.29% 453,544 $10.2M
16 SFE Investment Counsel 1.27% 360,230 $8.1M
17 Old Second National Bank of Aurora 1.20% 260,609 $5.8M
18 River Street Advisors LLC 1.07% 141,945 $3.2M
19 Glass Jacobson Investment Advisors llc 1.01% 131,052 $2.9M
20 Matthew Goff Investment Advisor, LLC 0.99% 303,170 $5.9M
21 Axim Planning & Wealth 0.88% 32,576 $729K
22 Chatham Capital Group, INC. 0.82% 252,878 $5.7M
23 Intrua Financial, LLC 0.81% 350,571 $7.8M
24 Wagner Wealth Management, Corp 0.80% 39,676 $887K
25 Accurate Wealth Management, LLC 0.73% 271,003 $6.1M
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 (BSJR)

What does the Smart Money Trend signal show for BSJR?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added BSJR 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 BSJR?

More buyers than sellers — 65% buying: Last quarter: 102 funds were net buyers (25 opened a brand new position + 77 added to an existing one). Only 56 were sellers (46 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BSJR holders?

Strong quality — 25% AUM from major funds: 16 of 168 holders rank in the top 100 by AUM, accounting for 25% 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 BSJR?

Mixed — 33% long-term, 28% new: Of the 168 current holders: 55 (33%) held >2 years, 66 held 1–2 years, and 47 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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

As of today, BSJR has moved +0.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of -1.5%. Since the quarter end (March 31, 2026), BSJR has gained +0.3% vs +15.9% 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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