Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INVESCO EXCH TRD SLF IDX FD (BSJQ)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +19
Streak
1Q ▲
Buyers last Q
60%

Smart Money Signals — BSJQ

Based on 181 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 BSJQ 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
181 hedge funds hold BSJQ 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 — +27% more funds vs a year ago

fund count last 6Q
+39 new funds entered over the past year (+27% 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 — 60% buying

108 buying73 selling
Last quarter: 108 funds were net buyers (33 opened a brand new position + 75 added to an existing one). Only 73 were sellers (59 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+17 vs last Q)

new funds entering per quarter
Funds opening a new BSJQ position: 14 → 23 → 16 → 33. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

44% of holders stayed for 2+ years

■ 44% conviction (2yr+) ■ 32% medium ■ 24% new
80 out of 181 hedge funds have held BSJQ 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

20 → 14 → 23 → 16 → 33 new funds/Q
New funds entering each quarter: 14 → 23 → 16 → 33. A growing number of institutions are discovering BSJQ each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 44% of holders stayed 2+ years

■ 44% veterans ■ 23% 1-2yr ■ 33% new
Of 181 current holders: 80 (44%) 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 — 26% AUM from major funds

26% from top-100 AUM funds
13 of 181 holders rank in the top 100 by AUM, accounting for 26% 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: BSJQ

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

Market Analysis: BSJQ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BSJQ

-- --

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 5 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
3.7
/ 10
conviction
Hedge Fund Positioning: BSJQ
2026 Q1 Stats Unlock in 11 days 181 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 181 162 11.73%
13F Shares 33M 31M 6.27%
Total Value $768M $726M 5.9%
New Positions 33 16 +17
Increased Positions 75 80 -5
Closed Positions 14 18 -4
Reduced Positions 59 41 +18
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BSJQ

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

181 + investors

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

Top 25 institutional holders of BSJQ — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Mirador Capital Partners LP 10.58% 3,225,071 $74.7M
2 Altium Investment Strategies LLC 9.39% 137,419 $3.2M
3 BANTA ASSET MANAGEMENT LP 5.18% 222,218 $5.1M
4 COLLECTIVE FAMILY OFFICE LLC 3.96% 759,334 $17.6M
5 Oder Investment Management, LLC 3.60% 202,241 $4.7M
6 Verity Asset Management, Inc. 3.24% 332,780 $7.7M
7 Pacific Wealth Strategies Group, Inc. 1.93% 133,383 $3.1M
8 Horizons Wealth Management 1.81% 119,356 $2.8M
9 Ironwood Financial, llc 1.62% 399,427 $9.3M
10 Matthew Goff Investment Advisor, LLC 1.58% 486,104 $9.5M
11 Camelot Portfolios, LLC 1.56% 90,955 $2.1M
12 Parkway Wealth Management Group, LLC 1.29% 438,485 $10.2M
13 Glass Jacobson Investment Advisors llc 1.14% 143,152 $3.3M
14 SBE LLC DBA CEDAR COVE WEALTH PARTNERS 1.14% 93,723 $2.2M
15 SFE Investment Counsel 0.98% 267,933 $6.2M
16 Ledgewood Wealth Advisors, LLC 0.90% 68,760 $1.6M
17 MILESTONE ASSET MANAGEMENT, LLC 0.88% 206,116 $4.8M
18 Wagner Wealth Management, Corp 0.81% 38,912 $902K
19 Legacy Financial Group LLC 0.78% 266,906 $6.2M
20 TFR Capital, LLC. 0.76% 107,071 $2.5M
21 SEMITAM BONAM LLC 0.69% 36,432 $844K
22 Leo Wealth, LLC 0.62% 369,699 $8.6M
23 Sound Stewardship, LLC 0.62% 58,022 $1.3M
24 BXM Wealth LLC 0.60% 33,881 $785K
25 Ballew Advisors, Inc 0.55% 42,049 $977K
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 (BSJQ)

What does the Smart Money Trend signal show for BSJQ?

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

More buyers than sellers — 60% buying: Last quarter: 108 funds were net buyers (33 opened a brand new position + 75 added to an existing one). Only 73 were sellers (59 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BSJQ holders?

Strong quality — 26% AUM from major funds: 13 of 181 holders rank in the top 100 by AUM, accounting for 26% 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 BSJQ?

44% of holders stayed for 2+ years: 80 out of 181 hedge funds have held BSJQ 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.