Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INVESCO EXCH TRD SLF IDX FD (BSCR)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +28
Streak
1Q ▲
Buyers last Q
71%

Smart Money Signals — BSCR

Based on 344 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added BSCR 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
344 hedge funds hold BSCR 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.
📶

Steady growth — +16% more funds vs a year ago

fund count last 6Q
+48 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 71% buying

228 buying95 selling
Last quarter: 228 funds were net buyers (48 opened a brand new position + 180 added to an existing one). Only 95 were sellers (75 trimmed + 20 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+26 vs last Q)

new funds entering per quarter
Funds opening a new BSCR position: 33 → 30 → 22 → 48. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 32% medium ■ 20% new
165 out of 344 hedge funds have held BSCR 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

52 → 33 → 30 → 22 → 48 new funds/Q
New funds entering each quarter: 33 → 30 → 22 → 48. A growing number of institutions are discovering BSCR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 45% of holders stayed 2+ years

■ 45% veterans ■ 22% 1-2yr ■ 32% new
Of 344 current holders: 156 (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.
✅

Strong quality — 24% AUM from major funds

24% from top-100 AUM funds
14 of 344 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 — BSCR

In 2025 Q4, 228 hedge funds were net buyers of BSCR (48 opened a new position, 180 added to an existing one), while 95 reduced or exited (75 trimmed, 20 sold completely) — a 71% buyer ratio, indicating clear institutional accumulation. 24% of total institutional value in BSCR is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +28 funds (more new holders than closures). Total institutional holders: 344.

Hedge Fund Ownership: BSCR

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

Market Analysis: BSCR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BSCR

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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.

18 top-rated funds 13 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
4.3
/ 10
conviction
Hedge Fund Positioning: BSCR
2026 Q1 Stats Unlock in 8 days 344 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 344 316 8.86%
13F Shares 177M 167M 5.86%
Total Value $3.50B $3.29B 6.45%
New Positions 48 22 +26
Increased Positions 180 179 +1
Closed Positions 20 24 -4
Reduced Positions 75 73 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BSCR

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Institutional Holders (2026 Q1)

344 + investors

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

Top 25 institutional holders of BSCR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Ledgewood Wealth Advisors, LLC 6.05% 547,416 $10.7M
2 Genesis Wealth Advisors, LLC 4.88% 372,338 $7.3M
3 TLWM 4.65% 1,315,656 $25.8M
4 Farnam Financial LLC 4.62% 286,165 $5.6M
5 Red Spruce Capital, LLC 4.21% 522,187 $10.2M
6 Meriwether Wealth & Planning, LLC 4.09% 380,685 $7.5M
7 NorthAvenue LLC 3.89% 238,168 $4.7M
8 Sound Stewardship, LLC 3.88% 431,939 $8.5M
9 Infinity Wealth Counsel, LLC 3.31% 183,443 $3.6M
10 SNS Financial Group, LLC 3.24% 1,914,503 $37.6M
11 OLD SECOND NATIONAL BANK OF AURORA 3.23% 796,038 $15.6M
12 CENTRAL VALLEY ADVISORS, LLC 2.95% 550,755 $10.8M
13 Straight Path Wealth Management 2.84% 541,776 $10.6M
14 KIRR MARBACH & CO LLC /IN/ 2.76% 772,551 $15.2M
15 Horizons Wealth Management 2.54% 197,215 $3.9M
16 Hills Bank & Trust Co 2.51% 2,649,128 $52.0M
17 HOWARD WEALTH MANAGEMENT, LLC 2.38% 288,096 $5.7M
18 Legacy Financial Group LLC 2.29% 926,547 $18.2M
19 Milestones Private Investment Advisors LLC 2.26% 131,000 $2.6M
20 Clark Asset Management, LLC 2.19% 1,188,847 $23.3M
21 Carroll Advisory Group, LLC 2.14% 281,205 $5.5M
22 KICKSTAND VENTURES, LLC. 2.12% 512,067 $10.0M
23 River Street Advisors LLC 2.10% 316,086 $6.2M
24 Livet Wealth, LLC 2.09% 167,578 $3.3M
25 MONECO ADVISORS, LLC 2.09% 1,370,872 $26.9M
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 (BSCR)

What does the Smart Money Trend signal show for BSCR?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added BSCR 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 BSCR?

More buyers than sellers — 71% buying: Last quarter: 228 funds were net buyers (48 opened a brand new position + 180 added to an existing one). Only 95 were sellers (75 trimmed + 20 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BSCR holders?

Strong quality — 24% AUM from major funds: 14 of 344 holders rank in the top 100 by AUM, accounting for 24% 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 BSCR?

48% of holders stayed for 2+ years: 165 out of 344 hedge funds have held BSCR 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.