Invesco Exch Trd Slf Idx Fd (BSJU): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

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

As of today, BSJU has moved -0.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of -1.6%. Since the quarter end (March 31, 2026), BSJU gained +0.6% vs +14.9% 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.

Invesco Exch Trd Slf Idx Fd (BSJU)

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

Smart Money Signals — BSJU

Based on 76 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 10 quarters in a row

last 6Q

For 10 consecutive quarters, more hedge funds added BSJU 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

76 hedge funds hold BSJU 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 — +77% more funds vs a year ago

fund count last 6Q

+33 new funds entered over the past year (+77% 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

57 buying21 selling

Last quarter: 57 funds were net buyers (13 opened a brand new position + 44 added to an existing one). Only 21 were sellers (11 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

⚠️

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

new funds entering per quarter

Funds opening this position for the first time: 7 → 9 → 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.

🔄

Mostly new holders — 47% entered in last year

■ 21% conviction (2yr+) ■ 32% medium ■ 47% new

Only 16 funds (21%) 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.

📈

Growing discovery — still being found

10 → 7 → 9 → 25 → 13 new funds/Q

New funds entering each quarter: 7 → 9 → 25 → 13. A growing number of institutions are discovering BSJU each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🌱

Early stage — 63% of holders entered in last year

■ 14% veterans ■ 22% 1-2yr ■ 63% new

Of 76 current holders: 48 (63%) entered in the past year, only 11 (14%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

✅

Strong quality — 23% AUM from major funds

23% from top-100 AUM funds

11 of 76 holders rank in the top 100 by AUM, accounting for 23% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

5.4

out of 10

Moderate Exit Risk

Exit risk score 5.4/10 — 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 Q1)	Prior (2025 Q4)	Change
Funds Holding	74	73	1.37%
13F Shares	6M	5M	14.08%
Total Value	$148M	$133M	11.27%
New Positions	12	25	-13
Increased Positions	43	33	+10
Closed Positions	11	3	+8
Reduced Positions	11	10	+1
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

1.37%

13F Shares

14.08%

Total Value

$148M

$133M

11.27%

New Positions

-13

Increased Positions

+10

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

74 + investors

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

QUARTER:

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

Top 25 BSJU holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	GPM Growth Investors, Inc.	2.35%	217,988	$5.6M
2	Milestones Private Investment Advisors LLC	2.07%	91,865	$2.4M
3	Trinity Legacy Partners, LLC	2.04%	362,263	$9.4M
4	Legacy Financial Group LLC	1.81%	560,883	$14.4M
5	RPg Family Wealth Advisory, LLC	1.61%	301,018	$7.7M
6	Howard Wealth Management, LLC	1.55%	143,898	$3.7M
7	SFE Investment Counsel	1.01%	250,489	$6.4M
8	Turning Point Benefit Group, Inc.	0.94%	57,341	$1.5M
9	Axim Planning & Wealth	0.84%	27,114	$694K
10	Ark Wealth Advisors LLC	0.62%	24,291	$622K
11	Altrius Capital Management Inc	0.30%	59,726	$1.5M
12	4Thought Financial Group Inc.	0.21%	16,217	$415K
13	Lbmc Investment Advisors, LLC	0.14%	91,089	$2.3M
14	Meriwether Wealth & Planning, LLC	0.14%	9,975	$255K
15	Advisory Alpha, LLC	0.10%	146,571	$3.8M
16	Wealth Quarterback LLC	0.08%	8,045	$206K
17	Valtinson Bruner Financial Planning LLC	0.07%	10,225	$262K
18	Net Worth Advisory Group	0.07%	13,534	$346K
19	Equitable Holdings, Inc.	0.06%	334,660	$8.7M
20	Topsail Wealth Management, LLC	0.05%	14,147	$362K
21	Alaska Wealth Advisors, LLC	0.05%	14,813	$379K
22	Keel Point, LLC	0.04%	25,352	$649K
23	Gilpin Wealth Management, LLC	0.04%	2,044	$52K
24	Leo Wealth, LLC	0.04%	21,043	$542K
25	Private Advisory Group LLC	0.04%	23,201	$594K

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 (BSJU)

What does the Smart Money Trend signal show for BSJU?

Buying streak — 10 quarters in a row: For 10 consecutive quarters, more hedge funds added BSJU 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 BSJU?

More buyers than sellers — 73% buying: Last quarter: 57 funds were net buyers (13 opened a brand new position + 44 added to an existing one). Only 21 were sellers (11 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BSJU holders?

Strong quality — 23% AUM from major funds: 11 of 76 holders rank in the top 100 by AUM, accounting for 23% 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 BSJU?

Mostly new holders — 47% entered in last year: Only 16 funds (21%) 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 (BSJU) following the 2026 Q1 hedge fund 13F filings?

As of today, BSJU has moved -0.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of -1.6%. Since the quarter end (March 31, 2026), BSJU has gained +0.6% vs +14.9% 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.

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Invesco Exch Trd Slf Idx Fd (BSJU)

Smart Money Signals — BSJU

Buying streak — 10 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +77% more funds vs a year ago

More buyers than sellers — 73% buying

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

Mostly new holders — 47% entered in last year

Growing discovery — still being found

Early stage — 63% of holders entered in last year

Strong quality — 23% AUM from major funds

Institutional Sentiment Summary — BSJU

Hedge Fund Ownership: BSJU

Market Analysis: BSJU

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: BSJU

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

Hedge Fund Positioning: BSJU

Statistics: BSJU

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

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

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