Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

AIM ETF PRODUCTS TRUST (SEPW)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
1Q ▼
Buyers last Q
38%

Smart Money Signals — SEPW

Based on 53 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their SEPW positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
53 hedge funds hold SEPW right now — the highest count in 2.5 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 — +43% more funds vs a year ago

fund count last 6Q
+16 new funds entered over the past year (+43% 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.
🔴

Heavy selling pressure — only 38% buying

20 buying33 selling
Last quarter: 33 funds sold vs only 20 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
⚠️

Fewer new buyers each quarter (-17 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 3 → 7 → 24 → 7. 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 — 43% entered in last year

■ 19% conviction (2yr+) ■ 38% medium ■ 43% new
Only 10 funds (19%) 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 — ~7 new funds/quarter

7 → 3 → 7 → 24 → 7 new funds/Q
New funds entering each quarter: 3 → 7 → 24 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 19% veterans, 38% new entrants

■ 19% veterans ■ 43% 1-2yr ■ 38% new
Of 53 current holders: 10 (19%) held 2+ years, 23 held 1–2 years, 20 (38%) 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 53 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.
5.4
out of 10
Moderate Exit Risk
Exit risk score 5.4/10 — 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.

Hedge Fund Ownership: SEPW

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

Market Analysis: SEPW

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SEPW

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 3 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
2.9
/ 10
conviction
Hedge Fund Positioning: SEPW
2026 Q1 Stats Unlock in 11 days 53 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 53 54 -1.85%
13F Shares 6M 6M -3.77%
Total Value $188M $192M -2.17%
New Positions 7 24 -17
Increased Positions 13 18 -5
Closed Positions 8 10 -2
Reduced Positions 25 8 +17
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SEPW

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Valuation Measures Data as of: --

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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

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Institutional Holders (2026 Q1)

53 + investors

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

Top 25 institutional holders of SEPW — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Wellment Financial 6.12% 156,527 $4.9M
2 Authentikos Wealth Advisory, LLC 4.95% 232,044 $7.3M
3 AMERICAN ASSET MANAGEMENT INC. 3.68% 134,192 $4.2M
4 Integrated Wealth Management 3.62% 99,931 $3.2M
5 Centennial Advisors, LLC 1.73% 42,980 $1.4M
6 Networth Advisors, LLC 1.49% 66,853 $2.1M
7 HOWARD BAILEY SECURITIES, LLC 1.49% 114,520 $3.6M
8 B.O.S.S. Retirement Advisors, LLC 1.14% 118,350 $3.7M
9 Elevated Capital Advisors, LLC 1.09% 136,529 $4.3M
10 Aegis Wealth Management, Inc. 0.95% 38,360 $1.2M
11 FSA Advisors, Inc. 0.93% 44,470 $1.4M
12 Outlook Wealth Advisors, LLC 0.90% 117,474 $3.7M
13 LifeWealth Investments, LLC 0.51% 54,226 $1.7M
14 SMART Wealth LLC 0.50% 53,948 $1.7M
15 Blackston Financial Advisory Group, LLC 0.46% 23,450 $741K
16 Quest 10 Wealth Builders, Inc. 0.31% 11,288 $357K
17 Great Lakes Retirement, Inc. 0.22% 66,603 $2.1M
18 BCGM Wealth Management, LLC 0.20% 25,022 $790K
19 Spire Wealth Management 0.10% 96,835 $3.1M
20 Castle Rock Wealth Management, LLC 0.06% 8,666 $275K
21 Allegheny Financial Group 0.03% 8,208 $259K
22 Focus Financial Network, Inc. 0.03% 28,536 $901K
23 Csenge Advisory Group 0.03% 21,751 $687K
24 First Heartland Consultants, Inc. 0.03% 10,944 $346K
25 Key Capital Management, INC 0.02% 1,192 $38K
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 (SEPW)

What does the Smart Money Trend signal show for SEPW?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their SEPW 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 SEPW?

Heavy selling pressure — only 38% buying: Last quarter: 33 funds sold vs only 20 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 SEPW holders?

Smaller funds dominant — 2% AUM from top-100: 3 of 53 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 SEPW?

Mostly new holders — 43% entered in last year: Only 10 funds (19%) 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.