Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INVESCO EXCH TRD SLF IDX FD (BSSX)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
2Q ▲
Buyers last Q
76%

Smart Money Signals — BSSX

Based on 59 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added BSSX 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
59 hedge funds hold BSSX right now — the highest count in 2.5 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 — +40% more funds vs a year ago

fund count last 6Q
+17 new funds entered over the past year (+40% 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 — 76% buying

37 buying12 selling
Last quarter: 37 funds were net buyers (6 opened a brand new position + 31 added to an existing one). Only 12 were sellers (9 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-9 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 10 → 4 → 15 → 6. 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 — 32% entered in last year

■ 14% conviction (2yr+) ■ 54% medium ■ 32% new
Only 8 funds (14%) 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 — ~6 new funds/quarter

12 → 10 → 4 → 15 → 6 new funds/Q
New funds entering each quarter: 10 → 4 → 15 → 6. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 2% veterans, 54% new entrants

■ 2% veterans ■ 44% 1-2yr ■ 54% new
Of 59 current holders: 1 (2%) held 2+ years, 26 held 1–2 years, 32 (54%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 28% AUM from major funds

28% from top-100 AUM funds
10 of 59 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.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — 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: BSSX

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

Market Analysis: BSSX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BSSX

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 0 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: BSSX
2026 Q1 Stats Unlock in 13 days 59 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 59 56 5.36%
13F Shares 3M 2M 15.41%
Total Value $66M $56M 16.87%
New Positions 6 15 -9
Increased Positions 31 28 +3
Closed Positions 3 3 -
Reduced Positions 9 7 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BSSX

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Valuation Measures Data as of: --

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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) --
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Institutional Holders (2026 Q1)

59 + investors

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

Top 25 institutional holders of BSSX — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 PRECEDENT WEALTH PARTNERS, LLC 0.74% 144,742 $3.7M
2 Intentional Wealth Strategies, LLC 0.22% 9,372 $238K
3 Tassel Capital Management, Inc. 0.21% 15,244 $387K
4 Key FInancial Inc 0.19% 41,385 $1.1M
5 Opulen Financial Group LLC 0.17% 9,655 $245K
6 Hills Bank & Trust Co 0.13% 105,261 $2.7M
7 Legacy Private Trust Co. 0.10% 63,849 $1.6M
8 CONFLUENCE INVESTMENT MANAGEMENT LLC 0.09% 237,863 $6.0M
9 Clark Asset Management, LLC 0.09% 36,865 $937K
10 Bill Few Associates, Inc. 0.07% 11,919 $303K
11 Cambridge Financial Group, LLC 0.07% 8,107 $206K
12 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.04% 25,138 $640K
13 Avior Wealth Management, LLC 0.03% 44,085 $1.1M
14 NorthAvenue LLC 0.03% 1,482 $38K
15 Sequoia Financial Advisors, LLC 0.02% 110,328 $2.8M
16 Kestra Advisory Services, LLC 0.01% 155,917 $4.0M
17 ARMSTRONG ADVISORY GROUP, INC 0.01% 7,700 $196K
18 Ascentis Independent Advisors 0.01% 5,500 $140K
19 IFP Advisors, Inc 0.00% 8,000 $203K
20 HighTower Advisors, LLC 0.00% 115,983 $2.9M
21 D.A. DAVIDSON & CO. 0.00% 15,250 $388K
22 LPL Financial LLC 0.00% 263,451 $6.7M
23 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 21,818 $555K
24 MML INVESTORS SERVICES, LLC 0.00% 9,328 $237K
25 ENVESTNET ASSET MANAGEMENT INC 0.00% 42,563 $1.1M
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 (BSSX)

What does the Smart Money Trend signal show for BSSX?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added BSSX 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 BSSX?

More buyers than sellers — 76% buying: Last quarter: 37 funds were net buyers (6 opened a brand new position + 31 added to an existing one). Only 12 were sellers (9 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BSSX holders?

Strong quality — 28% AUM from major funds: 10 of 59 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 BSSX?

Mostly new holders — 32% entered in last year: Only 8 funds (14%) 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.