Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exch Trd Slf Idx Fd (BSSX)

62 + 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
↑ +1
Streak
3Q ▲
Buyers last Q
62%

Smart Money Signals — BSSX

Based on 63 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
63 hedge funds hold BSSX right now — the highest count in 2.8 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 — +21% more funds vs a year ago

fund count last 6Q
+11 new funds entered over the past year (+21% 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 — 62% buying

37 buying23 selling
Last quarter: 37 funds were net buyers (9 opened a brand new position + 28 added to an existing one). Only 23 were sellers (15 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~9 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 4 → 16 → 6 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 25% long-term, 32% new

■ 25% conviction (2yr+) ■ 43% medium ■ 32% new
Of the 63 current holders: 16 (25%) held >2 years, 27 held 1–2 years, and 20 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.
📊

Peak discovery — momentum slowing

10 → 4 → 16 → 6 → 9 new funds/Q
New funds entering each quarter: 4 → 16 → 6 → 9. BSSX is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
📊

Mixed cohorts — 14% veterans, 44% new entrants

■ 14% veterans ■ 41% 1-2yr ■ 44% new
Of 63 current holders: 9 (14%) held 2+ years, 26 held 1–2 years, 28 (44%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 30% AUM from major funds

30% from top-100 AUM funds
13 of 63 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — 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 — BSSX

In 2026 Q1, 37 hedge funds were net buyers of BSSX (9 opened a new position, 28 added to an existing one), while 23 reduced or exited (15 trimmed, 8 sold completely) — a 62% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 30% of total institutional value in BSSX is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 63.

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

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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.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: BSSX
2026 Q2 Stats Unlock in 2 days 62 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 62 62 -
13F Shares 3M 3M 1.74%
Total Value $71M $73M -2.2%
New Positions 9 6 +3
Increased Positions 28 33 -5
Closed Positions 9 3 +6
Reduced Positions 14 9 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BSSX

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Institutional Holders (2026 Q2)

62 + investors

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

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 BSSX holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Envision Financial Planning, LLC 0.91% 108,391 $2.8M
2 Precedent Wealth Partners, LLC 0.67% 156,010 $4.0M
3 Virtue Asset Management LLC 0.27% 14,784 $382K
4 Intentional Wealth Strategies, LLC 0.22% 9,238 $238K
5 Key FInancial Inc 0.19% 45,809 $1.2M
6 DWM Financial Group, Inc. 0.19% 8,268 $214K
7 Tassel Capital Management, Inc. 0.19% 15,372 $397K
8 Legacy Private Trust Co. 0.16% 112,436 $2.9M
9 Opulen Financial Group LLC 0.16% 9,736 $251K
10 Hills Bank & Trust Co 0.15% 133,998 $3.5M
11 Addison Advisors LLC 0.14% 11,565 $298K
12 Clark Asset Management, LLC 0.10% 51,238 $1.3M
13 Atlantic Union Bankshares Corp 0.10% 233,605 $6.0M
14 Confluence Investment Management LLC 0.09% 220,399 $5.7M
15 Bill Few Associates, Inc. 0.07% 11,919 $308K
16 Jacobi Capital Management LLC 0.05% 38,173 $985K
17 IMA Advisory Services, Inc. 0.04% 24,672 $637K
18 Crews Bank & Trust 0.04% 10,775 $278K
19 International Assets Investment Management, LLC 0.03% 20,701 $534K
20 NorthAvenue LLC 0.03% 1,482 $38K
21 Sax Wealth Advisors, LLC 0.03% 25,250 $642K
22 Moneco Advisors, LLC 0.02% 15,738 $406K
23 VestGen Advisors, LLC 0.02% 27,155 $701K
24 Asset Dedication, LLC 0.02% 12,284 $317K
25 Wedmont Private Capital 0.02% 22,950 $591K
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 — 3 quarters in a row: For 3 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 — 62% buying: Last quarter: 37 funds were net buyers (9 opened a brand new position + 28 added to an existing one). Only 23 were sellers (15 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BSSX holders?

Strong quality — 30% AUM from major funds: 13 of 63 holders rank in the top 100 by AUM, accounting for 30% 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?

Mixed — 25% long-term, 32% new: Of the 63 current holders: 16 (25%) held >2 years, 27 held 1–2 years, and 20 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.

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