Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INVESCO EXCH TRD SLF IDX FD (BSCS)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +43
Streak
11Q ▲
Buyers last Q
76%

Smart Money Signals — BSCS

Based on 353 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added BSCS 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
353 hedge funds hold BSCS 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 — +28% more funds vs a year ago

fund count last 6Q
+78 new funds entered over the past year (+28% 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

249 buying78 selling
Last quarter: 249 funds were net buyers (57 opened a brand new position + 192 added to an existing one). Only 78 were sellers (64 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+24 vs last Q)

new funds entering per quarter
Funds opening a new BSCS position: 34 → 32 → 33 → 57. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 39% long-term, 25% new

■ 39% conviction (2yr+) ■ 36% medium ■ 25% new
Of the 353 current holders: 139 (39%) held >2 years, 126 held 1–2 years, and 88 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.
📈

Growing discovery — still being found

51 → 34 → 32 → 33 → 57 new funds/Q
New funds entering each quarter: 34 → 32 → 33 → 57. A growing number of institutions are discovering BSCS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 34% veterans, 40% new entrants

■ 34% veterans ■ 25% 1-2yr ■ 40% new
Of 353 current holders: 121 (34%) held 2+ years, 90 held 1–2 years, 142 (40%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds
16 of 353 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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.

Hedge Fund Ownership: BSCS

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

Market Analysis: BSCS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BSCS

-- --

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.

16 top-rated funds 8 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
4.3
/ 10
conviction
Hedge Fund Positioning: BSCS
2026 Q1 Stats Unlock in 9 days 353 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 353 310 13.87%
13F Shares 115M 98M 17.4%
Total Value $2.38B $2.02B 17.89%
New Positions 57 33 +24
Increased Positions 192 177 +15
Closed Positions 14 23 -9
Reduced Positions 64 54 +10
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BSCS

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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)

353 + investors

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

Top 25 institutional holders of BSCS — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 TLWM 5.95% 1,617,351 $33.0M
2 GPM Growth Investors, Inc. 5.70% 663,921 $13.6M
3 Ledgewood Wealth Advisors, LLC 5.00% 435,104 $8.9M
4 TruWealth Advisors, LLC 4.46% 4,542,994 $92.8M
5 Farnam Financial LLC 4.37% 259,867 $5.3M
6 MANCHESTER FINANCIAL INC 4.03% 1,028,271 $21.0M
7 Sound Stewardship, LLC 3.96% 422,927 $8.6M
8 Wilkins Miller Wealth Management, LLC 3.79% 306,717 $6.3M
9 Red Spruce Capital, LLC 3.67% 437,215 $8.9M
10 NorthAvenue LLC 3.61% 211,958 $4.4M
11 Fusion Family Wealth, LLC 3.43% 2,247,101 $45.9M
12 Infinity Wealth Counsel, LLC 3.34% 178,008 $3.6M
13 CENTRAL VALLEY ADVISORS, LLC 3.02% 541,660 $11.1M
14 SNS Financial Group, LLC 2.99% 1,701,524 $34.8M
15 Straight Path Wealth Management 2.94% 539,166 $11.0M
16 Horizons Wealth Management 2.71% 202,139 $4.1M
17 Hills Bank & Trust Co 2.45% 2,480,768 $50.7M
18 KIRR MARBACH & CO LLC /IN/ 2.40% 644,876 $13.2M
19 Carmel Capital Partners, LLC 2.34% 317,898 $6.5M
20 Milestones Private Investment Advisors LLC 2.28% 126,572 $2.6M
21 Legacy Financial Group LLC 2.24% 872,980 $17.8M
22 Carroll Advisory Group, LLC 2.19% 276,157 $5.6M
23 AMJ Financial Wealth Management 2.16% 449,382 $9.2M
24 Clark Asset Management, LLC 2.13% 1,110,412 $22.7M
25 Financially in Tune, LLC 2.09% 118,781 $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 — INVESCO EXCH TRD SLF IDX FD (BSCS)

What does the Smart Money Trend signal show for BSCS?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added BSCS 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 BSCS?

More buyers than sellers — 76% buying: Last quarter: 249 funds were net buyers (57 opened a brand new position + 192 added to an existing one). Only 78 were sellers (64 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BSCS holders?

Strong quality — 33% AUM from major funds: 16 of 353 holders rank in the top 100 by AUM, accounting for 33% 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 BSCS?

Mixed — 39% long-term, 25% new: Of the 353 current holders: 139 (39%) held >2 years, 126 held 1–2 years, and 88 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.