Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

REX AI EQUITY PREMIUM INCOME ETF (AIPI)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +11
Streak
1Q ▲
Buyers last Q
69%

Smart Money Signals — AIPI

Based on 28 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added AIPI 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
28 hedge funds hold AIPI 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 — +155% more funds vs a year ago

fund count last 6Q
+17 new funds entered over the past year (+155% 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.
🟢

More buyers than sellers — 69% buying

20 buying9 selling
Last quarter: 20 funds were net buyers (14 opened a brand new position + 6 added to an existing one). Only 9 were sellers (6 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter
Funds opening a new AIPI position: 4 → 6 → 5 → 14. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 68% entered in last year

4% conviction (2yr+) 29% medium 68% new
Only 1 funds (4%) 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

9 → 4 → 6 → 5 → 14 new funds/Q
New funds entering each quarter: 4 → 6 → 5 → 14. A growing number of institutions are discovering AIPI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 93% of holders entered in last year

0% veterans 7% 1-2yr 93% new
Of 28 current holders: 26 (93%) 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
4 of 28 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.
6.1
out of 10
Moderate Exit Risk
Exit risk score 6.1/10 — 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.

Hedge Fund Ownership: AIPI

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

Market Analysis: AIPI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AIPI

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: AIPI
2026 Q1 Stats Unlock in 20 days 28 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 28 18 55.56%
13F Shares 256K 181K 42.03%
Total Value $10M $8M 35.33%
New Positions 14 5 +9
Increased Positions 7 9 -2
Closed Positions 3 5 -2
Reduced Positions 6 6 -
Total Calls 0 0 -
Total Puts 1 1 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AIPI

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Institutional Holders (2026 Q1)

28 + investors

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

Top 10 institutional holders of AIPI — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Independence Wealth Advisors, LLC 0.28% 15,869 $534K
2 DECISION INVESTMENTS, INC 0.28% 7,390 $249K
3 OneAscent Family Office, LLC 0.14% 6,080 $205K
4 SBI Securities Co., Ltd. 0.02% 26,249 $883K
5 Brookstone Capital Management 0.01% 21,732 $731K
6 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 43,693 $1.5M
7 Janney Montgomery Scott LLC 0.00% 8,367
8 Sound Income Strategies, LLC 0.00% 280 $10K
9 NBC SECURITIES, INC. 0.00% 100 $3K
10 Farther Finance Advisors, LLC 0.00% 33 $1K
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 — REX AI EQUITY PREMIUM INCOME ETF (AIPI)

What does the Smart Money Trend signal show for AIPI?

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

More buyers than sellers — 69% buying: Last quarter: 20 funds were net buyers (14 opened a brand new position + 6 added to an existing one). Only 9 were sellers (6 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for AIPI holders?

Smaller funds dominant — 1% AUM from top-100: 4 of 28 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 AIPI?

Mostly new holders — 68% entered in last year: Only 1 funds (4%) 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.