Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

AIM ETF PRODUCTS TRUST (JULT)

40 + Investors. Track Smart Money conviction in JULT. 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
↑ +6
Streak
1Q ▲
Buyers last Q
38%

Smart Money Signals — JULT

Based on 40 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 JULT 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 (98% of max)

98% of all-time peak
40 hedge funds hold JULT right now — the highest count in 3.0 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.
〰️

Stable — ownership unchanged year-over-year

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

Heavy selling pressure — only 38% buying

15 buying24 selling
Last quarter: 24 funds sold vs only 15 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new JULT position: 6 → 7 → 3 → 10. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

40% of holders stayed for 2+ years

40% conviction (2yr+) 30% medium 30% new
16 out of 40 hedge funds have held JULT 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 — ~10 new funds/quarter

7 → 6 → 7 → 3 → 10 new funds/Q
New funds entering each quarter: 6 → 7 → 3 → 10. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 48% of holders stayed 2+ years

48% veterans 18% 1-2yr 35% new
Of 40 current holders: 19 (48%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 6% AUM from top-100

6% from top-100 AUM funds
4 of 40 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — 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: JULT

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

Market Analysis: JULT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JULT

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

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 1 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: JULT
2026 Q1 Stats Unlock in 19 days 40 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 40 34 17.65%
13F Shares 2M 1M 5.32%
Total Value $70M $65M 7.92%
New Positions 10 3 +7
Increased Positions 5 15 -10
Closed Positions 4 8 -4
Reduced Positions 20 11 +9
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JULT

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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 Q1)

40 + investors

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

Top 15 institutional holders of JULT — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 JIM SAULNIER & ASSOCIATES, LLC 0.57% 26,872 $1.2M
2 Gradient Investments LLC 0.40% 589,481 $25.9M
3 Nvest Financial, LLC 0.20% 12,281 $540K
4 Cassady Wealth & Retirement Planning, LLC 0.14% 4,954 $222K
5 Paladin Wealth, LLC 0.14% 4,558 $200K
6 MONEY CONCEPTS CAPITAL CORP 0.03% 13,829 $608K
7 FOUNDERS FINANCIAL SECURITIES LLC 0.03% 12,000 $545K
8 Focus Financial Network, Inc. 0.01% 8,647 $380K
9 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.01% 5,312 $234K
10 COMMONWEALTH EQUITY SERVICES, LLC 0.01% 127,994 $5.6M
11 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% 1,639 $72K
12 AdvisorNet Financial, Inc 0.00% 1,000 $44K
13 Kestra Advisory Services, LLC 0.00% 9,919 $436K
14 Cambridge Investment Research Advisors, Inc. 0.00% 11,004
15 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% 5,778 $256K
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 (JULT)

What does the Smart Money Trend signal show for JULT?

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

Heavy selling pressure — only 38% buying: Last quarter: 24 funds sold vs only 15 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 JULT holders?

Smaller funds dominant — 6% AUM from top-100: 4 of 40 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held JULT?

40% of holders stayed for 2+ years: 16 out of 40 hedge funds have held JULT 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.