Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Aim ETF Products Trust (NVBU)

31 + 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
↓ -2
Streak
1Q ▼
Buyers last Q
56%

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.

Institutional Sentiment Summary — NVBU

In 2026 Q1, 18 hedge funds were net buyers of NVBU (3 opened a new position, 15 added to an existing one), while 14 reduced or exited (9 trimmed, 5 sold completely) — a 56% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 31.

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.

Is It Too Late to Buy Aim ETF Products Trust (NVBU) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much NVBU has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 89d ago
NVBU
+7.9%
SPY
+12.4%

NVBU outperformed SPY by -4.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 44d ago
NVBU
-0.9%
SPY
-1.1%

Since the filing became public, NVBU outperformed SPY by +0.2% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

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
0.3
/ 10
conviction
Hedge Fund Positioning: NVBU
31 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 31 33 -6.06%
13F Shares 1M 1M 8.1%
Total Value $33M $31M 5.15%
New Positions 3 15 -12
Increased Positions 15 7 +8
Closed Positions 5 2 +3
Reduced Positions 9 9 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: NVBU

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

Financial Highlights

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Profit Margin --
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Institutional Holders (2026 Q1)

31 + 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 25 NVBU holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Cypress Wealth Services, LLC 0.38% 95,679 $2.7M
2 Wellment Financial 0.36% 10,310 $290K
3 Secured Retirement Advisors, LLC 0.34% 21,497 $605K
4 FWG Investments, LLC. 0.18% 10,041 $283K
5 Grantvest Financial Group LLC 0.17% 9,420 $265K
6 Allianz Se 0.15% 494,139 $13.9M
7 SMART Wealth LLC 0.08% 10,134 $285K
8 Quest 10 Wealth Builders, Inc. 0.07% 2,873 $81K
9 Stephens Inc /Ar/ 0.06% 156,146 $4.4M
10 AE Wealth Management LLC 0.02% 145,708 $4.1M
11 Money Concepts Capital Corp 0.02% 11,268 $317K
12 Arax Advisory Partners 0.01% 17,125 $482K
13 PFG Investments, LLC 0.01% 9,210 $259K
14 Savant Capital, LLC 0.01% 57,038 $1.6M
15 Networth Advisors, LLC 0.00% 205 $6K
16 Foundations Investment Advisors, LLC 0.00% 10,063 $283K
17 Harbour Investments, INC. 0.00% 5,700 $161K
18 Key Capital Management, INC 0.00% 114 $3K
19 Elevated Capital Advisors, LLC 0.00% 296 $8K
20 Commonwealth Equity Services, LLC 0.00% 51,096 $1.4M
21 Kingdom Financial Group LLC. 0.00% 219 $6K
22 Lloyd Advisory Services, LLC. 0.00% 219 $6K
23 IFP Advisors, Inc 0.00% 1,770 $50K
24 Kestra Advisory Services, LLC 0.00% 9,515 $268K
25 Decker Retirement Planning Inc. 0.00% 63 $2K
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.

Is it too late to buy Aim ETF Products Trust (NVBU) following the 2026 Q1 hedge fund 13F filings?

As of today, NVBU has moved -0.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.1% for the SPY sector ETF — an outperformance of +0.2%. Since the quarter end (March 31, 2026), NVBU has gained +7.9% vs +12.4% 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.

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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