BSJR Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Invesco Exch Trd Slf Idx Fd (BSJR) following the 2026 Q2 hedge fund 13F filings?

As of today, BSJR has moved -0.2% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.4% for the SPY sector ETF — an outperformance of +1.2%. Since the quarter end (June 30, 2026), BSJR gained -0.3% vs -2.0% 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 (BSJR)

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

Smart Money Signals — BSJR

Based on 167 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 BSJR 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 (99% of max)

99% of all-time peak

167 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 — +27% more funds vs a year ago

fund count last 6Q

+35 new funds entered over the past year (+27% 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.

🟡

Slight buying edge — 55% buying

82 buying66 selling

Last quarter: 82 funds bought or added vs 66 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

⚠️

Fewer new buyers each quarter (-12 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 16 → 27 → 25 → 13. 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.

🔒

40% of holders stayed for 2+ years

■ 40% conviction (2yr+) ■ 35% medium ■ 25% new

67 out of 167 hedge funds have held BSJR 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.

➡️

Steady discovery — ~13 new funds/quarter

19 → 16 → 27 → 25 → 13 new funds/Q

New funds entering each quarter: 16 → 27 → 25 → 13. Consistent flow of new institutional buyers without clear acceleration or slowdown.

📊

Mixed cohorts — 37% veterans, 32% new entrants

■ 37% veterans ■ 32% 1-2yr ■ 32% new

Of 167 current holders: 61 (37%) held 2+ years, 53 held 1–2 years, 53 (32%) 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

15 of 167 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.

4.0

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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	165	168	-1.79%
13F Shares	26M	25M	4.82%
Total Value	$579M	$553M	4.7%
New Positions	12	25	-13
Increased Positions	69	77	-8
Closed Positions	15	10	+5
Reduced Positions	52	46	+6
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

165

168

-1.79%

13F Shares

26M

25M

4.82%

Total Value

$579M

$553M

4.7%

New Positions

-13

Increased Positions

-8

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

165 + 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:

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

Top 25 BSJR holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Altium Investment Strategies LLC	15.33%	475,561	$10.6M
2	Banta Asset Management LP	6.59%	330,285	$7.4M
3	Mirador Capital Partners LP	6.55%	2,395,160	$53.5M
4	Ark Wealth Advisors LLC	4.07%	205,460	$4.6M
5	Verity Asset Management, Inc.	3.07%	362,888	$8.1M
6	Oder Investment Management, LLC	2.99%	198,942	$4.4M
7	Sidoxia Capital Management, LLC	2.37%	144,834	$3.2M
8	Pacific Wealth Strategies Group, Inc.	2.09%	162,746	$3.6M
9	Independent Wealth Advisors LLC	1.78%	88,041	$2.0M
10	Howard Wealth Management, LLC	1.73%	209,291	$4.7M
11	Collective Family Office LLC	1.67%	366,184	$8.2M
12	Ironwood Financial, llc	1.26%	358,454	$8.0M
13	Parkway Wealth Management Group, LLC	1.18%	456,265	$10.2M
14	Delta Investment Management, LLC	1.16%	316,214	$7.1M
15	River Street Advisors LLC	1.10%	167,642	$3.7M
16	SFE Investment Counsel	1.08%	358,973	$8.0M
17	Accurate Wealth Management, LLC	1.02%	475,561	$10.6M
18	Old Second National Bank of Aurora	1.00%	236,667	$5.3M
19	Glass Jacobson Investment Advisors llc	0.98%	141,191	$3.2M
20	Axim Planning & Wealth	0.98%	31,328	$700K
21	Collaborative Fund Advisors, LLC	0.94%	72,178	$1.6M
22	Chatham Capital Group, INC.	0.85%	298,406	$6.7M
23	Wagner Wealth Management, Corp	0.78%	43,081	$963K
24	Intrua Financial, LLC	0.63%	309,958	$6.9M
25	Sound Stewardship, LLC	0.57%	61,829	$1.4M

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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their BSJR 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 BSJR?

Slight buying edge — 55% buying: Last quarter: 82 funds bought or added vs 66 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for BSJR holders?

Strong quality — 25% AUM from major funds: 15 of 167 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?

40% of holders stayed for 2+ years: 67 out of 167 hedge funds have held BSJR 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 (BSJR) following the 2026 Q2 hedge fund 13F filings?

As of today, BSJR has moved -0.2% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.4% for the SPY sector ETF — an outperformance of +1.2%. Since the quarter end (June 30, 2026), BSJR has gained -0.3% vs -2.0% 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 (BSJR)

Smart Money Signals — BSJR

Selling streak — 1 quarter in a row

At the ownership peak (99% of max)

Fast accumulation — +27% more funds vs a year ago

Slight buying edge — 55% buying

Fewer new buyers each quarter (-12 vs last Q)

40% of holders stayed for 2+ years

Steady discovery — ~13 new funds/quarter

Mixed cohorts — 37% veterans, 32% new entrants

Strong quality — 25% AUM from major funds

Institutional Sentiment Summary — BSJR

Hedge Fund Ownership: BSJR

Market Analysis: BSJR

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: BSJR

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

Hedge Fund Positioning: BSJR

Statistics: BSJR

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

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

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