Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INVESCO EXCH TRD SLF IDX FD (BSJR)

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

Fetching live quote...
Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +19
Streak
11Q ▲
Buyers last Q
75%

Smart Money Signals — BSJR

Based on 146 hedge funds · latest filing: 2025 Q4 · 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
146 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 — +34% more funds vs a year ago

fund count last 6Q
+37 new funds entered over the past year (+34% 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 — 75% buying

103 buying34 selling
Last quarter: 103 funds were net buyers (27 opened a brand new position + 76 added to an existing one). Only 34 were sellers (26 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+11 vs last Q)

new funds entering per quarter
Funds opening a new BSJR position: 11 → 18 → 16 → 27. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 34% long-term, 26% new

34% conviction (2yr+) 40% medium 26% new
Of the 146 current holders: 50 (34%) held >2 years, 58 held 1–2 years, and 38 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

26 → 11 → 18 → 16 → 27 new funds/Q
New funds entering each quarter: 11 → 18 → 16 → 27. A growing number of institutions are discovering BSJR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 34% veterans, 39% new entrants

34% veterans 27% 1-2yr 39% new
Of 146 current holders: 50 (34%) held 2+ years, 39 held 1–2 years, 57 (39%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

Strong quality — 27% AUM from major funds

27% from top-100 AUM funds
12 of 146 holders rank in the top 100 by AUM, accounting for 27% 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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

14 top-rated funds 3 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
3.4
/ 10
conviction
Hedge Fund Positioning: BSJR
2026 Q1 Stats Unlock in 18 days 146 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 146 127 14.96%
13F Shares 21M 16M 27.85%
Total Value $464M $365M 27.03%
New Positions 27 16 +11
Increased Positions 76 69 +7
Closed Positions 8 13 -5
Reduced Positions 26 18 +8
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BSJR

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

146 + investors

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

Top 25 institutional holders of BSJR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Mirador Capital Partners LP 7.13% 2,252,608 $50.4M
2 Verity Asset Management, Inc. 2.98% 317,782 $7.1M
3 Horizons Wealth Management 1.81% 123,176 $2.8M
4 Bright Futures Wealth Management, LLC. 1.65% 107,738 $2.4M
5 COLLECTIVE FAMILY OFFICE LLC 1.48% 294,172 $6.6M
6 Ironwood Financial, llc 1.43% 366,045 $8.2M
7 Parkway Wealth Management Group, LLC 1.29% 453,544 $10.2M
8 SFE Investment Counsel 1.27% 360,230 $8.1M
9 OLD SECOND NATIONAL BANK OF AURORA 1.20% 260,609 $5.8M
10 River Street Advisors LLC 1.07% 141,945 $3.2M
11 Glass Jacobson Investment Advisors llc 1.01% 131,052 $2.9M
12 Matthew Goff Investment Advisor, LLC 0.99% 303,170 $5.9M
13 CHATHAM CAPITAL GROUP, INC. 0.82% 252,878 $5.7M
14 Intrua Financial, LLC 0.81% 350,571 $7.8M
15 Accurate Wealth Management, LLC 0.73% 271,003 $6.1M
16 Sound Stewardship, LLC 0.61% 59,645 $1.3M
17 BXM Wealth LLC 0.54% 31,166 $697K
18 S.E.E.D. Planning Group LLC 0.49% 75,321 $1.7M
19 SBE LLC DBA CEDAR COVE WEALTH PARTNERS 0.43% 36,409 $814K
20 Ballew Advisors, Inc 0.40% 31,396 $707K
21 Meriwether Wealth & Planning, LLC 0.36% 29,385 $657K
22 4Thought Financial Group Inc. 0.21% 19,144 $428K
23 Quad-Cities Investment Group, LLC 0.20% 22,570 $505K
24 Tassel Capital Management, Inc. 0.18% 14,661 $328K
25 Key FInancial Inc 0.16% 40,695 $910K
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 — 75% buying: Last quarter: 103 funds were net buyers (27 opened a brand new position + 76 added to an existing one). Only 34 were sellers (26 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BSJR holders?

Strong quality — 27% AUM from major funds: 12 of 146 holders rank in the top 100 by AUM, accounting for 27% 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 — 34% long-term, 26% new: Of the 146 current holders: 50 (34%) held >2 years, 58 held 1–2 years, and 38 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.

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.