Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Aim ETF Products Trust (NVBU)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -7
Streak
2Q ▼
Buyers last Q
29%

Smart Money Signals — NVBU

Based on 24 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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 — 73% of 1.8Y peak

73% of all-time peak
24 funds currently hold this stock — 73% of the 1.8-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.
📉

Outflows — 17% fewer funds vs a year ago

fund count last 6Q
5 fewer hedge funds hold NVBU compared to a year ago (-17% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🔴

Heavy selling pressure — only 29% buying

10 buying24 selling
Last quarter: 24 funds sold vs only 10 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~6 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 4 → 15 → 3 → 6. 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

■ 0% conviction (2yr+) ■ 58% medium ■ 42% 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.
⚠️

Saturation — most institutions already know this story

16 → 4 → 15 → 3 → 6 new funds/Q
New funds entering each quarter: 4 → 15 → 3 → 6. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
📊

Mixed cohorts — 0% veterans, 50% new entrants

■ 0% veterans ■ 50% 1-2yr ■ 50% new
Of 24 current holders: 0 (0%) held 2+ years, 12 held 1–2 years, 12 (50%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 2% AUM from top-100

2% from top-100 AUM funds
3 of 24 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.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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.

Institutional Sentiment Summary — NVBU

In 2026 Q2, 10 hedge funds were net buyers of NVBU (6 opened a new position, 4 added to an existing one), while 24 reduced or exited (11 trimmed, 13 sold completely) — a 29% buyer ratio, indicating net institutional distribution. Net selling has persisted for two consecutive quarters. Net fund flow last quarter: -7 funds (more exits than new entries). Total institutional holders: 24.

Hedge Fund Ownership: NVBU

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

Market Analysis: NVBU

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NVBU

-- --

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: NVBU
24 + Investors

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

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

Statistics: NVBU

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

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:
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 — 2 quarters in a row: For 2 consecutive quarters, 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?

Heavy selling pressure — only 29% buying: Last quarter: 24 funds sold vs only 10 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for NVBU holders?

Smaller funds dominant — 2% AUM from top-100: 3 of 24 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 — 42% 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.

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.

Full history →