Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exch Trd Slf Idx Fd (BSJS)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +11
Streak
11Q ▲
Buyers last Q
74%

Smart Money Signals — BSJS

Based on 145 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 BSJS 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
145 hedge funds hold BSJS 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 — +44% more funds vs a year ago

fund count last 6Q
+44 new funds entered over the past year (+44% 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 — 74% buying

105 buying37 selling
Last quarter: 105 funds were net buyers (21 opened a brand new position + 84 added to an existing one). Only 37 were sellers (27 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 18 → 17 → 27 → 21. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
📌

Mixed — 26% long-term, 28% new

■ 26% conviction (2yr+) ■ 46% medium ■ 28% new
Of the 145 current holders: 37 (26%) held >2 years, 67 held 1–2 years, and 41 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 → 18 → 17 → 27 → 21 new funds/Q
New funds entering each quarter: 18 → 17 → 27 → 21. A growing number of institutions are discovering BSJS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 28% veterans, 38% new entrants

■ 28% veterans ■ 34% 1-2yr ■ 38% new
Of 145 current holders: 41 (28%) held 2+ years, 49 held 1–2 years, 55 (38%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds
15 of 145 holders rank in the top 100 by AUM, accounting for 36% 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.

Institutional Sentiment Summary — BSJS

In 2026 Q1, 105 hedge funds were net buyers of BSJS (21 opened a new position, 84 added to an existing one), while 37 reduced or exited (27 trimmed, 10 sold completely) — a 74% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 36% of total institutional value in BSJS is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +11 funds (more new holders than closures). Total institutional holders: 145.

Hedge Fund Ownership: BSJS

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

Market Analysis: BSJS

Analyst Price Targets

Avg. Price Target
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Analyst Recommendations

Stock Performance

Real-time

Company Profile: BSJS

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 1 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
2.0
/ 10
conviction
Hedge Fund Positioning: BSJS
2026 Q2 Stats Unlock in 3 days 142 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 142 134 5.97%
13F Shares 19M 17M 13.63%
Total Value $408M $366M 11.4%
New Positions 19 27 -8
Increased Positions 83 81 +2
Closed Positions 11 12 -1
Reduced Positions 27 18 +9
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BSJS

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Institutional Holders (2026 Q2)

142 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BSJS. 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.
Top 25 BSJS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Banta Asset Management LP 6.47% 333,370 $7.2M
2 Verity Asset Management, Inc. 2.58% 313,387 $6.8M
3 GPM Growth Investors, Inc. 2.17% 239,447 $5.2M
4 Oder Investment Management, LLC 1.99% 135,898 $3.0M
5 Pacific Wealth Strategies Group, Inc. 1.97% 157,603 $3.4M
6 Altium Investment Strategies LLC 1.72% 54,672 $1.2M
7 Howard Wealth Management, LLC 1.68% 208,429 $4.5M
8 Mirador Capital Partners LP 1.49% 560,921 $12.2M
9 Independent Wealth Advisors LLC 1.40% 71,279 $1.5M
10 Ark Wealth Advisors LLC 1.33% 68,975 $1.5M
11 Parkway Wealth Management Group, LLC 1.17% 467,842 $10.2M
12 SFE Investment Counsel 1.15% 390,757 $8.5M
13 Turning Point Benefit Group, Inc. 1.02% 108,839 $2.4M
14 Axim Planning & Wealth 0.95% 31,220 $679K
15 Sidoxia Capital Management, LLC 0.77% 48,255 $1.0M
16 Wagner Wealth Management, Corp 0.73% 41,693 $907K
17 Sound Stewardship, LLC 0.59% 65,395 $1.4M
18 Glass Jacobson Investment Advisors llc 0.58% 85,992 $1.9M
19 Farnam Financial LLC 0.55% 34,724 $755K
20 S.E.E.D. Planning Group LLC 0.54% 93,606 $2.0M
21 Fca Corp /Tx 0.37% 69,274 $1.5M
22 Intrua Financial, LLC 0.37% 184,340 $4.0M
23 Ironwood Financial, llc 0.35% 103,581 $2.3M
24 Ballew Advisors, Inc 0.28% 25,316 $552K
25 Vantage Point Financial LLC 0.28% 42,362 $921K
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 (BSJS)

What does the Smart Money Trend signal show for BSJS?

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

More buyers than sellers — 74% buying: Last quarter: 105 funds were net buyers (21 opened a brand new position + 84 added to an existing one). Only 37 were sellers (27 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BSJS holders?

Strong quality — 36% AUM from major funds: 15 of 145 holders rank in the top 100 by AUM, accounting for 36% 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 BSJS?

Mixed — 26% long-term, 28% new: Of the 145 current holders: 37 (26%) held >2 years, 67 held 1–2 years, and 41 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.

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