Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ABRDN ETFS (BCI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +20
Streak
2Q ▲
Buyers last Q
61%

Smart Money Signals — BCI

Based on 159 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 BCI 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
159 hedge funds hold BCI 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 — +29% more funds vs a year ago

fund count last 6Q
+36 new funds entered over the past year (+29% 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 — 61% buying

98 buying62 selling
Last quarter: 98 funds were net buyers (42 opened a brand new position + 56 added to an existing one). Only 62 were sellers (40 trimmed + 22 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+16 vs last Q)

new funds entering per quarter
Funds opening a new BCI position: 28 → 26 → 26 → 42. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

41% of holders stayed for 2+ years

■ 41% conviction (2yr+) ■ 23% medium ■ 36% new
65 out of 159 hedge funds have held BCI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

26 → 28 → 26 → 26 → 42 new funds/Q
New funds entering each quarter: 28 → 26 → 26 → 42. A growing number of institutions are discovering BCI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 45% of holders stayed 2+ years

■ 45% veterans ■ 13% 1-2yr ■ 42% new
Of 159 current holders: 71 (45%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 52% AUM from top-100 funds

52% from top-100 AUM funds
16 of 159 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in BCI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
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.

Hedge Fund Ownership: BCI

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

Market Analysis: BCI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BCI

-- --

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.

10 top-rated funds 4 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
4.5
/ 10
conviction
Hedge Fund Positioning: BCI
2026 Q1 Stats Unlock in 11 days 159 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 159 140 13.57%
13F Shares 73M 70M 3.68%
Total Value $1.56B $1.51B 3.15%
New Positions 42 26 +16
Increased Positions 56 50 +6
Closed Positions 23 17 +6
Reduced Positions 40 42 -2
Total Calls 0 1 -100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BCI

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Valuation Measures Data as of: --

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Enterprise Value --
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Forward P/E --
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) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

159 + investors

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

Top 25 institutional holders of BCI — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Metis Global Partners, LLC 7.33% 12,295,768 $298.7M
2 LTS Liquid Investments LLC 7.27% 320,000 $7.8M
3 Abundance Wealth Counselors 5.54% 1,591,626 $38.7M
4 Upper Left Wealth Management, LLC 5.30% 369,853 $9.0M
5 Financial & Tax Architects, LLC 5.10% 942,286 $22.9M
6 S. R. Schill & Associates 4.23% 257,512 $6.3M
7 Investment Research Partners LLC 3.28% 332,230 $8.1M
8 RETIREMENT FINANCIAL SOLUTIONS, LLC 3.12% 448,803 $10.9M
9 INVESTED ADVISORS 2.94% 120,010 $2.9M
10 Aldebaran Capital, LLC 2.66% 143,384 $3.5M
11 Independence Wealth Advisors, LLC 2.65% 204,596 $5.0M
12 Wall Street Financial Group, Inc. 2.31% 160,941 $3.9M
13 RS CRUM INC. 1.86% 395,122 $9.6M
14 K2 Financial Inc. 1.85% 104,664 $2.5M
15 Ramiah Investment Group 1.85% 75,754 $1.8M
16 AMERICAN FINANCIAL & TAX STRATEGIES INC 1.43% 121,434 $2.9M
17 TSG Advice Partners, LLC 1.22% 336,363 $8.2M
18 Disciplina Capital Management LLC 1.22% 472,092 $11.5M
19 Sollinda Capital Management LLC 1.18% 199,221 $4.8M
20 Compass Financial Group, Inc. 0.96% 87,311 $2.1M
21 Comprehensive Money Management Services LLC 0.88% 55,281 $1.3M
22 MASON STREET ADVISORS, LLC 0.85% 356,335 $8.7M
23 Bangor Savings Bank 0.84% 433,830 $10.5M
24 LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 0.83% 938,100 $22.8M
25 Manske Wealth Management 0.67% 98,758 $2.4M
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 — ABRDN ETFS (BCI)

What does the Smart Money Trend signal show for BCI?

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

More buyers than sellers — 61% buying: Last quarter: 98 funds were net buyers (42 opened a brand new position + 56 added to an existing one). Only 62 were sellers (40 trimmed + 22 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BCI holders?

Elite ownership — 52% AUM from top-100 funds: 16 of 159 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in BCI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held BCI?

41% of holders stayed for 2+ years: 65 out of 159 hedge funds have held BCI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

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.