Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Aim ETF Products Trust (OCTU)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
2Q ▲
Buyers last Q
54%

Smart Money Signals — OCTU

Based on 40 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 5Q
For 2 consecutive quarters, more hedge funds added OCTU 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
40 hedge funds hold OCTU right now — the highest count in 1.5 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 — +90% more funds vs a year ago

fund count last 6Q
+19 new funds entered over the past year (+90% 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.
🟡

Slight buying edge — 54% buying

20 buying17 selling
Last quarter: 20 funds bought or added vs 17 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 (-10 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 17 → 5 → 15 → 5. 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 — 52% entered in last year

■ 0% conviction (2yr+) ■ 48% medium ■ 52% 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 — ~5 new funds/quarter

10 → 17 → 5 → 15 → 5 new funds/Q
New funds entering each quarter: 17 → 5 → 15 → 5. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 75% of holders entered in last year

■ 0% veterans ■ 25% 1-2yr ■ 75% new
Of 40 current holders: 30 (75%) 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 — 1% AUM from top-100

1% from top-100 AUM funds
3 of 40 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.1
out of 10
Moderate Exit Risk
Exit risk score 5.1/10 — 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 — OCTU

In 2026 Q1, 20 hedge funds were net buyers of OCTU (5 opened a new position, 15 added to an existing one), while 17 reduced or exited (13 trimmed, 4 sold completely) — a 54% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 40.

Hedge Fund Ownership: OCTU

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

Market Analysis: OCTU

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: OCTU

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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.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: OCTU
36 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 36 40 -10.0%
13F Shares 2M 2M -16.89%
Total Value $52M $57M -8.42%
New Positions 9 5 +4
Increased Positions 8 15 -7
Closed Positions 13 4 +9
Reduced Positions 15 13 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: OCTU

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Valuation Measures Data as of: --

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

Financial Highlights

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Institutional Holders (2026 Q2)

36 + investors

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

QUARTER:
Top 25 OCTU holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Regatta Research & Money Management 0.63% 21,856 $665K
2 USA Financial Formulas 0.43% 77,505 $2.4M
3 NBZ Investment Advisors LLC 0.17% 13,922 $424K
4 Allianz Se 0.16% 512,093 $15.6M
5 RFG Advisory, LLC 0.10% 209,942 $6.4M
6 Cypress Wealth Services, LLC 0.10% 25,494 $776K
7 Stephens Inc /Ar/ 0.07% 206,007 $6.3M
8 BCGM Wealth Management, LLC 0.05% 7,901 $240K
9 Patriot Financial Group Insurance Agency, LLC 0.02% 7,923 $241K
10 DHJJ Financial Advisors, Ltd. 0.01% 1,695 $52K
11 OneDigital Investment Advisors LLC 0.01% 44,028 $1.3M
12 Old Mission Capital LLC 0.01% 16,940 $515K
13 Centaurus Financial, INC. 0.01% 6,241 $190K
14 AE Wealth Management LLC 0.01% 47,990 $1.5M
15 Commonwealth Equity Services, LLC 0.01% 171,860 $5.2M
16 Arax Advisory Partners 0.01% 26,214 $797K
17 IFP Advisors, Inc 0.00% 8,190 $249K
18 Savant Capital, LLC 0.00% 43,259 $1.3M
19 Harbour Investments, INC. 0.00% 5,223 $159K
20 Farther Finance Advisors, LLC 0.00% 8,728 $266K
21 Elevated Capital Advisors, LLC 0.00% 217 $7K
22 Osaic Holdings, INC. 0.00% 42,824 $1.3M
23 Kestra Advisory Services, LLC 0.00% 13,483 $410K
24 Mml Investors Services, LLC 0.00% 12,678 $386K
25 Cetera Investment Advisers 0.00% 23,316 $709K
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 (OCTU)

What does the Smart Money Trend signal show for OCTU?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added OCTU 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 OCTU?

Slight buying edge — 54% buying: Last quarter: 20 funds bought or added vs 17 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 OCTU holders?

Smaller funds dominant — 1% AUM from top-100: 3 of 40 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held OCTU?

Mostly new holders — 52% 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.

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