Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Aim ETF Products Trust (SEPU)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
1Q ▲
Buyers last Q
59%

Smart Money Signals — SEPU

Based on 32 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added SEPU 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
32 hedge funds hold SEPU right now — the highest count in 1.8 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 — +113% more funds vs a year ago

fund count last 6Q
+17 new funds entered over the past year (+113% 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 — 59% buying

19 buying13 selling
Last quarter: 19 funds bought or added vs 13 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.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new SEPU position: 2 → 12 → 6 → 12. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 66% entered in last year

■ 0% conviction (2yr+) ■ 34% medium ■ 66% 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.
📈

Growing discovery — still being found

8 → 2 → 12 → 6 → 12 new funds/Q
New funds entering each quarter: 2 → 12 → 6 → 12. A growing number of institutions are discovering SEPU each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 81% of holders entered in last year

■ 0% veterans ■ 19% 1-2yr ■ 81% new
Of 32 current holders: 26 (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 — 0% AUM from top-100

0% from top-100 AUM funds
1 of 32 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.5
out of 10
Moderate Exit Risk
Exit risk score 5.5/10 — 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 — SEPU

In 2026 Q1, 19 hedge funds were net buyers of SEPU (12 opened a new position, 7 added to an existing one), while 13 reduced or exited (9 trimmed, 4 sold completely) — a 59% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 32.

Hedge Fund Ownership: SEPU

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

Market Analysis: SEPU

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SEPU

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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.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: SEPU
30 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 30 32 -6.25%
13F Shares 5M 5M 3.92%
Total Value $154M $133M 15.31%
New Positions 10 12 -2
Increased Positions 5 7 -2
Closed Positions 11 4 +7
Reduced Positions 13 9 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SEPU

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Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

30 + investors

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

QUARTER:
Top 25 SEPU holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Gradient Investments LLC 1.65% 3,858,271 $119.9M
2 Paladin Wealth, LLC 1.38% 76,110 $2.4M
3 Regatta Research & Money Management 1.28% 43,638 $1.4M
4 Mattson Financial Services, LLC 0.38% 57,773 $1.8M
5 ARS Wealth Advisors Group, LLC 0.28% 117,098 $3.6M
6 Copley Financial Group, Inc. 0.16% 8,435 $262K
7 Allianz Se 0.15% 448,284 $13.9M
8 A4 Wealth Advisors LLC 0.14% 6,780 $211K
9 Stephens Inc /Ar/ 0.04% 128,896 $4.0M
10 Cypress Wealth Services, LLC 0.03% 7,726 $240K
11 NBZ Investment Advisors LLC 0.02% 1,810 $56K
12 Centaurus Financial, INC. 0.02% 13,989 $435K
13 Stratos Wealth Advisors, LLC 0.01% 8,475 $263K
14 Arax Advisory Partners 0.01% 38,102 $1.2M
15 Old Mission Capital LLC 0.00% 8,084 $251K
16 POM Investment Strategies, LLC 0.00% 56 $2K
17 Osaic Holdings, INC. 0.00% 33,704 $1.0M
18 Luminist Capital LLC 0.00% — $1K
19 Commonwealth Equity Services, LLC 0.00% 23,192 $720K
20 Mosley Wealth Management 0.00% 91 $3K
21 Kestra Advisory Services, LLC 0.00% 8,060 $250K
22 IFP Advisors, Inc 0.00% 842 $26K
23 Cetera Investment Advisers 0.00% 8,767 $272K
24 Integrated Wealth Concepts LLC 0.00% 1,346 $42K
25 Farther Finance Advisors, LLC 0.00% 496 $15K
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 (SEPU)

What does the Smart Money Trend signal show for SEPU?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added SEPU 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 SEPU?

Slight buying edge — 59% buying: Last quarter: 19 funds bought or added vs 13 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 SEPU holders?

Smaller funds dominant — 0% AUM from top-100: 1 of 32 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SEPU?

Mostly new holders — 66% 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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