BSJR Hedge Fund Ownership (Q1 2026)

Q: Is it too late to buy Invesco Exch Trd Slf Idx Fd (BSJR) following the 2026 Q2 hedge fund 13F filings?

As of today, BSJR has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), BSJR gained +0.3% vs +4.0% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Invesco Exch Trd Slf Idx Fd (BSJR)

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

Smart Money Signals — BSJR

Based on 168 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q

For 11 consecutive quarters, more hedge funds added BSJR 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

168 hedge funds hold BSJR 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 — +41% more funds vs a year ago

fund count last 6Q

+49 new funds entered over the past year (+41% 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 — 65% buying

102 buying56 selling

Last quarter: 102 funds were net buyers (25 opened a brand new position + 77 added to an existing one). Only 56 were sellers (46 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~25 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 19 → 16 → 27 → 25. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

📌

Mixed — 33% long-term, 28% new

■ 33% conviction (2yr+) ■ 39% medium ■ 28% new

Of the 168 current holders: 55 (33%) held >2 years, 66 held 1–2 years, and 47 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

14 → 19 → 16 → 27 → 25 new funds/Q

New funds entering each quarter: 19 → 16 → 27 → 25. A growing number of institutions are discovering BSJR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

📊

Mixed cohorts — 32% veterans, 37% new entrants

■ 32% veterans ■ 31% 1-2yr ■ 37% new

Of 168 current holders: 54 (32%) held 2+ years, 52 held 1–2 years, 62 (37%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

✅

Strong quality — 25% AUM from major funds

25% from top-100 AUM funds

17 of 168 holders rank in the top 100 by AUM, accounting for 25% 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	166	153	8.5%
13F Shares	25M	21M	18.03%
Total Value	$552M	$474M	16.36%
New Positions	24	27	-3
Increased Positions	76	80	-4
Closed Positions	11	9	+2
Reduced Positions	46	28	+18
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

166

153

8.5%

13F Shares

25M

21M

18.03%

Total Value

$552M

$474M

16.36%

New Positions

-3

Increased Positions

-4

Closed Positions

Reduced Positions

+18

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

166 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BSJR. 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.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 BSJR holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Altium Investment Strategies LLC	15.33%	475,561	$10.6M
2	Banta Asset Management LP	6.59%	330,285	$7.4M
3	Mirador Capital Partners LP	6.55%	2,395,160	$53.5M
4	Ark Wealth Advisors LLC	4.07%	205,460	$4.6M
5	Verity Asset Management, Inc.	3.07%	362,888	$8.1M
6	Oder Investment Management, LLC	2.99%	198,942	$4.4M
7	Sidoxia Capital Management, LLC	2.37%	144,834	$3.2M
8	Pacific Wealth Strategies Group, Inc.	2.09%	162,746	$3.6M
9	Independent Wealth Advisors LLC	1.78%	88,041	$2.0M
10	Howard Wealth Management, LLC	1.73%	209,291	$4.7M
11	Collective Family Office LLC	1.67%	366,184	$8.2M
12	Ironwood Financial, llc	1.26%	358,454	$8.0M
13	Parkway Wealth Management Group, LLC	1.18%	456,265	$10.2M
14	Delta Investment Management, LLC	1.16%	316,214	$7.1M
15	River Street Advisors LLC	1.10%	167,642	$3.7M
16	SFE Investment Counsel	1.08%	358,973	$8.0M
17	Accurate Wealth Management, LLC	1.02%	475,561	$10.6M
18	Old Second National Bank of Aurora	1.00%	236,667	$5.3M
19	Glass Jacobson Investment Advisors llc	0.98%	141,191	$3.2M
20	Axim Planning & Wealth	0.98%	31,328	$700K
21	Collaborative Fund Advisors, LLC	0.94%	72,178	$1.6M
22	Chatham Capital Group, INC.	0.85%	298,406	$6.7M
23	Wagner Wealth Management, Corp	0.78%	43,081	$963K
24	Intrua Financial, LLC	0.63%	309,958	$6.9M
25	Sound Stewardship, LLC	0.57%	61,829	$1.4M

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 (BSJR)

What does the Smart Money Trend signal show for BSJR?

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

More buyers than sellers — 65% buying: Last quarter: 102 funds were net buyers (25 opened a brand new position + 77 added to an existing one). Only 56 were sellers (46 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BSJR holders?

Strong quality — 25% AUM from major funds: 17 of 168 holders rank in the top 100 by AUM, accounting for 25% 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 BSJR?

Mixed — 33% long-term, 28% new: Of the 168 current holders: 55 (33%) held >2 years, 66 held 1–2 years, and 47 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.

Is it too late to buy Invesco Exch Trd Slf Idx Fd (BSJR) following the 2026 Q2 hedge fund 13F filings?

As of today, BSJR has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), BSJR has gained +0.3% vs +4.0% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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Invesco Exch Trd Slf Idx Fd (BSJR)

Smart Money Signals — BSJR

Buying streak — 11 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +41% more funds vs a year ago

More buyers than sellers — 65% buying

Steady new buyers — ~25 new funds per quarter

Mixed — 33% long-term, 28% new

Growing discovery — still being found

Mixed cohorts — 32% veterans, 37% new entrants

Strong quality — 25% AUM from major funds

Institutional Sentiment Summary — BSJR

Hedge Fund Ownership: BSJR

Market Analysis: BSJR

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: BSJR

Is It Too Late to Buy Invesco Exch Trd Slf Idx Fd (BSJR) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: BSJR

Statistics: BSJR

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Invesco Exch Trd Slf Idx Fd (BSJR)

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