Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exch Trd Slf Idx Fd (BSJU)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -3
Streak
1Q ▼
Buyers last Q
73%

Smart Money Signals — BSJU

Based on 73 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 BSJU 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 (96% of max)

96% of all-time peak
73 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 — +59% more funds vs a year ago

fund count last 6Q
+27 new funds entered over the past year (+59% 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

51 buying19 selling
Last quarter: 51 funds were net buyers (7 opened a brand new position + 44 added to an existing one). Only 19 were sellers (9 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 9 → 25 → 13 → 7. 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 — 44% entered in last year

■ 23% conviction (2yr+) ■ 33% medium ■ 44% new
Only 17 funds (23%) 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.
⚠️

Saturation — most institutions already know this story

7 → 9 → 25 → 13 → 7 new funds/Q
New funds entering each quarter: 9 → 25 → 13 → 7. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🌱

Early stage — 55% of holders entered in last year

■ 21% veterans ■ 25% 1-2yr ■ 55% new
Of 73 current holders: 40 (55%) entered in the past year, only 15 (21%) 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 — 28% AUM from major funds

28% from top-100 AUM funds
10 of 73 holders rank in the top 100 by AUM, accounting for 28% 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 — BSJU

In 2026 Q2, 51 hedge funds were net buyers of BSJU (7 opened a new position, 44 added to an existing one), while 19 reduced or exited (9 trimmed, 10 sold completely) — a 73% buyer ratio, indicating clear institutional accumulation. 28% of total institutional value in BSJU is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -3 funds (more exits than new entries). Total institutional holders: 73.

Hedge Fund Ownership: BSJU

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

Market Analysis: BSJU

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BSJU

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: BSJU
2026 Q3 Stats Unlock in 47 days 72 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 72 76 -5.26%
13F Shares 7M 6M 14.93%
Total Value $173M $149M 16.7%
New Positions 6 13 -7
Increased Positions 44 44 -
Closed Positions 10 10 -
Reduced Positions 9 11 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BSJU

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Institutional Holders (2026 Q2)

72 + 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:
Top 25 BSJU holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 GPM Growth Investors, Inc. 2.72% 251,932 $6.5M
2 Trinity Legacy Partners, LLC 2.00% 387,313 $10.0M
3 Legacy Financial Group LLC 1.87% 645,037 $16.6M
4 Milestones Private Investment Advisors LLC 1.87% 91,115 $2.4M
5 Howard Wealth Management, LLC 1.54% 160,988 $4.2M
6 Kinetic Wealth Investment Advisors LLC 1.47% 120,413 $3.1M
7 Turning Point Benefit Group, Inc. 1.04% 93,853 $2.4M
8 Axim Planning & Wealth 0.96% 26,541 $685K
9 SFE Investment Counsel 0.96% 274,568 $7.1M
10 RPg Family Wealth Advisory, LLC 0.81% 150,630 $3.9M
11 Ark Wealth Advisors LLC 0.54% 23,497 $606K
12 Altrius Capital Management Inc 0.29% 60,133 $1.6M
13 4Thought Financial Group Inc. 0.21% 17,011 $439K
14 Tassel Capital Management, Inc. 0.15% 12,704 $328K
15 Meriwether Wealth & Planning, LLC 0.13% 9,975 $257K
16 Lbmc Investment Advisors, LLC 0.13% 91,126 $2.4M
17 Advisory Alpha, LLC 0.09% 148,157 $3.8M
18 Valtinson Bruner Financial Planning LLC 0.08% 11,795 $304K
19 Wealth Quarterback LLC 0.08% 9,486 $245K
20 Net Worth Advisory Group 0.06% 9,179 $237K
21 Equitable Holdings, Inc. 0.06% 377,986 $9.8M
22 Topsail Wealth Management, LLC 0.05% 14,762 $381K
23 Alaska Wealth Advisors, LLC 0.04% 15,072 $389K
24 Keel Point, LLC 0.04% 25,352 $654K
25 Private Advisory Group LLC 0.04% 26,647 $688K
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?

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

More buyers than sellers — 73% buying: Last quarter: 51 funds were net buyers (7 opened a brand new position + 44 added to an existing one). Only 19 were sellers (9 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BSJU holders?

Strong quality — 28% AUM from major funds: 10 of 73 holders rank in the top 100 by AUM, accounting for 28% 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 — 44% entered in last year: Only 17 funds (23%) 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.

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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