Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

AIM ETF PRODUCTS TRUST (JANW)

61 + Investors. Track Smart Money conviction in JANW. 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
↑ +1
Streak
1Q ▲
Buyers last Q
45%

Smart Money Signals — JANW

Based on 61 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 JANW 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.
📊

High ownership — 86% of 3.0Y peak

86% of all-time peak
61 funds currently hold this stock — 86% of the 3.0-year high of 71 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding JANW is almost the same as a year ago (-1 funds, -2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 45% buying

28 buying34 selling
Last quarter: 34 funds reduced or exited vs 28 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 11 → 6 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

44% of holders stayed for 2+ years

44% conviction (2yr+) 33% medium 23% new
27 out of 61 hedge funds have held JANW for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~11 new funds/quarter

19 → 8 → 11 → 6 → 11 new funds/Q
New funds entering each quarter: 8 → 11 → 6 → 11. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 36% veterans, 34% new entrants

36% veterans 30% 1-2yr 34% new
Of 61 current holders: 22 (36%) held 2+ years, 18 held 1–2 years, 21 (34%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 5% AUM from top-100

5% from top-100 AUM funds
3 of 61 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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: JANW

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

Market Analysis: JANW

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JANW

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

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 1 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
2.0
/ 10
conviction
Hedge Fund Positioning: JANW
2026 Q1 Stats Unlock in 21 days 61 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 61 60 1.67%
13F Shares 6M 6M 7.69%
Total Value $221M $201M 10.35%
New Positions 11 6 +5
Increased Positions 17 7 +10
Closed Positions 10 17 -7
Reduced Positions 24 36 -12
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JANW

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

61 + investors

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

Top 25 institutional holders of JANW — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Wellment Financial 6.74% 149,405 $5.5M
2 Aegis Wealth Management, Inc. 2.52% 87,982 $3.2M
3 Integrated Wealth Management 2.21% 52,854 $1.9M
4 Long Island Wealth Management, Inc. 1.61% 94,923 $3.5M
5 Networth Advisors, LLC 1.60% 62,030 $2.3M
6 Compass Advisory Group LLC 1.13% 115,608 $4.2M
7 Outlook Wealth Advisors, LLC 1.04% 117,551 $4.3M
8 Blackston Financial Advisory Group, LLC 0.54% 23,492 $857K
9 Castle Rock Wealth Management, LLC 0.26% 32,514 $1.2M
10 SMART Wealth LLC 0.26% 24,027 $877K
11 LifeWealth Investments, LLC 0.09% 8,563 $312K
12 Spire Wealth Management 0.09% 70,244 $2.6M
13 EVOLUTION WEALTH MANAGEMENT INC. 0.07% 2,644 $96K
14 DHJJ Financial Advisors, Ltd. 0.05% 4,115 $150K
15 RIA Advisory Group LLC 0.05% 5,640 $206K
16 World Investment Advisors 0.05% 80,982 $3.0M
17 IFP Advisors, Inc 0.05% 60,112 $2.2M
18 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.04% 23,809 $869K
19 Triad Wealth Partners, LLC 0.03% 11,238 $410K
20 Signal Advisors Wealth, LLC 0.03% 12,705 $463K
21 COMMONWEALTH EQUITY SERVICES, LLC 0.03% 588,062 $21.5M
22 Koshinski Asset Management, Inc. 0.02% 10,765 $393K
23 Farther Finance Advisors, LLC 0.02% 63,136 $2.3M
24 BIP Wealth, LLC 0.02% 13,894 $507K
25 FOUNDERS FINANCIAL SECURITIES LLC 0.02% 8,605 $320K
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 (JANW)

What does the Smart Money Trend signal show for JANW?

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

More sellers than buyers — 45% buying: Last quarter: 34 funds reduced or exited vs 28 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for JANW holders?

Smaller funds dominant — 5% AUM from top-100: 3 of 61 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held JANW?

44% of holders stayed for 2+ years: 27 out of 61 hedge funds have held JANW for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

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.