Aim ETF Products Trust (NVBU) Hedge Fund Ownership (Q2 2026)

Aim ETF Products Trust (NVBU)

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

Smart Money Signals — NVBU

Based on 31 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 5Q

For 1 consecutive quarter, more hedge funds reduced or closed their NVBU positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

📊

High ownership — 94% of 1.5Y peak

94% of all-time peak

31 funds currently hold this stock — 94% of the 1.5-year high of 33 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

🚀

Fast accumulation — +94% more funds vs a year ago

fund count last 6Q

+15 new funds entered over the past year (+94% 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. The peak was reached in just 4 quarters from the low — a sharp move.

🟡

Slight buying edge — 56% buying

18 buying14 selling

Last quarter: 18 funds bought or added vs 14 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

⚠️

Fewer new buyers each quarter (-12 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 16 → 4 → 15 → 3. 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.

🔄

Mostly new holders — 55% entered in last year

■ 0% conviction (2yr+) ■ 45% medium ■ 55% new

Only 0 funds (0%) 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 — ~3 new funds/quarter

6 → 16 → 4 → 15 → 3 new funds/Q

New funds entering each quarter: 16 → 4 → 15 → 3. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🌱

Early stage — 81% of holders entered in last year

■ 0% veterans ■ 19% 1-2yr ■ 81% new

Of 31 current holders: 25 (81%) entered in the past year, only 0 (0%) 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.

📋

Smaller funds dominant — 2% AUM from top-100

2% from top-100 AUM funds

3 of 31 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

5.0

out of 10

Moderate Exit Risk

Exit risk score 5.0/10 — 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 Q2)	Prior (2026 Q1)	Change
Funds Holding	24	31	-22.58%
13F Shares	1M	1M	-8.18%
Total Value	$33M	$33M	0.59%
New Positions	6	3	+3
Increased Positions	4	15	-11
Closed Positions	13	5	+8
Reduced Positions	11	9	+2
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

-22.58%

13F Shares

-8.18%

Total Value

$33M

0.59%

New Positions

Increased Positions

-11

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

24 + investors

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

QUARTER:

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

Top 24 NVBU holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Secured Retirement Advisors, LLC	0.35%	22,308	$688K
2	Cypress Wealth Services, LLC	0.33%	86,684	$2.7M
3	Allianz Se	0.17%	507,188	$15.6M
4	Grantvest Financial Group LLC	0.15%	8,509	$263K
5	Stephens Inc /Ar/	0.05%	155,014	$4.8M
6	Money Concepts Capital Corp	0.02%	11,268	$348K
7	PFG Investments, LLC	0.01%	8,360	$258K
8	Savant Capital, LLC	0.00%	48,853	$1.5M
9	Arax Advisory Partners	0.00%	19,108	$589K
10	Farther Finance Advisors, LLC	0.00%	8,602	$265K
11	Commonwealth Equity Services, LLC	0.00%	49,692	$1.5M
12	Elevated Capital Advisors, LLC	0.00%	214	$7K
13	Harbour Investments, INC.	0.00%	2,461	$76K
14	IFP Advisors, Inc	0.00%	1,770	$55K
15	Kestra Advisory Services, LLC	0.00%	7,620	$235K
16	Cetera Investment Advisers	0.00%	9,885	$305K
17	Susquehanna International Group, LLP	0.00%	90,812	$2.8M
18	AE Wealth Management LLC	0.00%	1,430	$44K
19	Creative Planning	0.00%	11,131	$343K
20	IFG Advisory, LLC	0.00%	184	$6K
21	Country Trust Bank	0.00%	122	$4K
22	Osaic Holdings, INC.	0.00%	1,270	$39K
23	Barclays plc	0.00%	3,504	$108K
24	Jpmorgan Chase & Co	0.00%	8,333	$255K

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 — Aim ETF Products Trust (NVBU)

What does the Smart Money Trend signal show for NVBU?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their NVBU positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for NVBU?

Slight buying edge — 56% buying: Last quarter: 18 funds bought or added vs 14 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for NVBU holders?

Smaller funds dominant — 2% AUM from top-100: 3 of 31 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held NVBU?

Mostly new holders — 55% entered in last year: Only 0 funds (0%) 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.

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Aim ETF Products Trust (NVBU)

Smart Money Signals — NVBU

Selling streak — 1 quarter in a row

High ownership — 94% of 1.5Y peak

Fast accumulation — +94% more funds vs a year ago

Slight buying edge — 56% buying

Fewer new buyers each quarter (-12 vs last Q)

Mostly new holders — 55% entered in last year

Steady discovery — ~3 new funds/quarter

Early stage — 81% of holders entered in last year

Smaller funds dominant — 2% AUM from top-100

Institutional Sentiment Summary — NVBU

Hedge Fund Ownership: NVBU

Market Analysis: NVBU

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: NVBU

Hedge Fund Positioning: NVBU

Statistics: NVBU

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Aim ETF Products Trust (NVBU)

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