Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INVESCO EXCH TRD SLF IDX FD (BSJT)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +15
Streak
10Q ▲
Buyers last Q
79%

Smart Money Signals — BSJT

Based on 98 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 10 quarters in a row

last 6Q
For 10 consecutive quarters, more hedge funds added BSJT 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
98 hedge funds hold BSJT 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 — +75% more funds vs a year ago

fund count last 6Q
+42 new funds entered over the past year (+75% 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 — 79% buying

76 buying20 selling
Last quarter: 76 funds were net buyers (19 opened a brand new position + 57 added to an existing one). Only 20 were sellers (16 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~19 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 16 → 17 → 15 → 19. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 42% entered in last year

■ 16% conviction (2yr+) ■ 42% medium ■ 42% new
Only 16 funds (16%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
➡️

Steady discovery — ~19 new funds/quarter

19 → 16 → 17 → 15 → 19 new funds/Q
New funds entering each quarter: 16 → 17 → 15 → 19. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 62% of holders entered in last year

■ 13% veterans ■ 24% 1-2yr ■ 62% new
Of 98 current holders: 61 (62%) entered in the past year, only 13 (13%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
✅

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
10 of 98 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.7
out of 10
Moderate Exit Risk
Exit risk score 4.7/10 — 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.

Hedge Fund Ownership: BSJT

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

Market Analysis: BSJT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BSJT

-- --

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.

8 top-rated funds 1 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: BSJT
2026 Q1 Stats Unlock in 10 days 98 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 98 83 18.07%
13F Shares 12M 9M 37.26%
Total Value $262M $191M 37.03%
New Positions 19 15 +4
Increased Positions 57 49 +8
Closed Positions 4 11 -7
Reduced Positions 16 12 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BSJT

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Valuation Measures Data as of: --

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

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

98 + investors

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

Top 25 institutional holders of BSJT — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 BANTA ASSET MANAGEMENT LP 6.74% 318,620 $6.7M
2 Oder Investment Management, LLC 2.35% 145,376 $3.1M
3 Legacy Financial Group LLC 2.22% 840,770 $17.7M
4 SFE Investment Counsel 1.21% 366,124 $7.7M
5 Pacific Wealth Strategies Group, Inc. 1.00% 76,287 $1.6M
6 Stablepoint Partners, LLC 1.00% 319,190 $6.7M
7 PRIVATE CLIENT SERVICES, LLC 0.75% 119,647 $2.5M
8 IMA Advisory Services, Inc. 0.68% 330,313 $6.9M
9 Wagner Wealth Management, Corp 0.67% 35,426 $745K
10 Leo Wealth, LLC 0.64% 418,693 $8.8M
11 Sound Stewardship, LLC 0.52% 54,088 $1.1M
12 S.E.E.D. Planning Group LLC 0.47% 76,770 $1.6M
13 Vantage Point Financial LLC 0.23% 30,951 $651K
14 4Thought Financial Group Inc. 0.20% 19,663 $414K
15 Astoria Portfolio Advisors LLC. 0.20% 44,892 $954K
16 Tassel Capital Management, Inc. 0.19% 16,803 $353K
17 Cambridge Financial Group, LLC 0.17% 23,856 $502K
18 MONECO ADVISORS, LLC 0.15% 94,924 $2.0M
19 Meriwether Wealth & Planning, LLC 0.15% 12,675 $267K
20 Net Worth Advisory Group 0.12% 27,683 $582K
21 Altrius Capital Management Inc 0.12% 28,609 $602K
22 Intrua Financial, LLC 0.09% 41,337 $870K
23 Topsail Wealth Management, LLC 0.09% 27,854 $586K
24 Valtinson Bruner Financial Planning LLC 0.09% 14,760 $310K
25 Wealth Quarterback LLC 0.08% 10,026 $211K
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 (BSJT)

What does the Smart Money Trend signal show for BSJT?

Buying streak — 10 quarters in a row: For 10 consecutive quarters, more hedge funds added BSJT 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 BSJT?

More buyers than sellers — 79% buying: Last quarter: 76 funds were net buyers (19 opened a brand new position + 57 added to an existing one). Only 20 were sellers (16 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BSJT holders?

Strong quality — 35% AUM from major funds: 10 of 98 holders rank in the top 100 by AUM, accounting for 35% 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 BSJT?

Mostly new holders — 42% entered in last year: Only 16 funds (16%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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.