Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exch Trd Slf Idx Fd (BSJT)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
11Q ▲
Buyers last Q
73%

Smart Money Signals — BSJT

Based on 109 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 BSJT 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
109 hedge funds hold BSJT 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 — +58% more funds vs a year ago

fund count last 6Q
+40 new funds entered over the past year (+58% 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 — 73% buying

78 buying29 selling
Last quarter: 78 funds were net buyers (15 opened a brand new position + 63 added to an existing one). Only 29 were sellers (22 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~15 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 17 → 15 → 19 → 15. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 34% entered in last year

■ 17% conviction (2yr+) ■ 49% medium ■ 34% new
Only 19 funds (17%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
➡️

Steady discovery — ~15 new funds/quarter

16 → 17 → 15 → 19 → 15 new funds/Q
New funds entering each quarter: 17 → 15 → 19 → 15. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 16% veterans, 50% new entrants

■ 16% veterans ■ 35% 1-2yr ■ 50% new
Of 109 current holders: 17 (16%) held 2+ years, 38 held 1–2 years, 54 (50%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 38% AUM from major funds

38% from top-100 AUM funds
12 of 109 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.5
out of 10
Moderate Exit Risk
Exit risk score 4.5/10 — 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 — BSJT

In 2026 Q1, 78 hedge funds were net buyers of BSJT (15 opened a new position, 63 added to an existing one), while 29 reduced or exited (22 trimmed, 7 sold completely) — a 73% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 38% of total institutional value in BSJT is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 109.

Hedge Fund Ownership: BSJT

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

Market Analysis: BSJT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BSJT

-- --

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

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

Signal Freshness measures how much BSJT 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
BSJT
+1.0%
SPY
+14.1%

BSJT outperformed SPY by -13.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
BSJT
-0.1%
SPY
+0.3%

Since the filing became public, BSJT outperformed SPY by -0.4% .

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.

3 top-rated funds 1 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: BSJT
108 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 108 101 6.93%
13F Shares 14M 12M 16.55%
Total Value $300M $264M 13.69%
New Positions 15 19 -4
Increased Positions 62 59 +3
Closed Positions 8 4 +4
Reduced Positions 22 17 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BSJT

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

108 + investors

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

QUARTER:
Top 25 BSJT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Banta Asset Management LP 6.74% 318,620 $6.7M
2 Oder Investment Management, LLC 2.35% 145,376 $3.1M
3 Legacy Financial Group LLC 2.22% 840,770 $17.7M
4 Howard Wealth Management, LLC 1.64% 185,057 $3.9M
5 SFE Investment Counsel 1.21% 366,124 $7.7M
6 Pacific Wealth Strategies Group, Inc. 1.00% 76,287 $1.6M
7 Stablepoint Partners, LLC 1.00% 319,190 $6.7M
8 Ark Wealth Advisors LLC 0.92% 44,231 $930K
9 Turning Point Benefit Group, Inc. 0.91% 67,706 $1.4M
10 Axim Planning & Wealth 0.86% 33,795 $711K
11 Private Client Services, LLC 0.75% 119,647 $2.5M
12 IMA Advisory Services, Inc. 0.68% 330,313 $6.9M
13 Wagner Wealth Management, Corp 0.67% 35,426 $745K
14 Leo Wealth, LLC 0.64% 418,693 $8.8M
15 Vermillion & White Wealth Management Group, LLC 0.63% 38,204 $805K
16 Sound Stewardship, LLC 0.52% 54,088 $1.1M
17 S.E.E.D. Planning Group LLC 0.47% 76,770 $1.6M
18 Seaview Investment Managers LLC 0.37% 48,799 $1.0M
19 Vantage Point Financial LLC 0.23% 30,951 $651K
20 4Thought Financial Group Inc. 0.20% 19,663 $414K
21 Astoria Portfolio Advisors LLC. 0.20% 44,892 $954K
22 Tassel Capital Management, Inc. 0.19% 16,803 $353K
23 IHT Wealth Management, LLC 0.19% 391,229 $8.2M
24 Ashton Thomas Securities, LLC 0.18% 69,587 $1.5M
25 Cambridge Financial Group, LLC 0.17% 23,856 $502K
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 (BSJT)

What does the Smart Money Trend signal show for BSJT?

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

More buyers than sellers — 73% buying: Last quarter: 78 funds were net buyers (15 opened a brand new position + 63 added to an existing one). Only 29 were sellers (22 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BSJT holders?

Strong quality — 38% AUM from major funds: 12 of 109 holders rank in the top 100 by AUM, accounting for 38% 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 BSJT?

Mostly new holders — 34% entered in last year: Only 19 funds (17%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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

As of today, BSJT has moved -0.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of -0.4%. Since the quarter end (March 31, 2026), BSJT has gained +1.0% 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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