Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Aim ETF Products Trust (JULU)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -15
Streak
1Q ▼
Buyers last Q
27%

Smart Money Signals — JULU

Based on 39 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

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

High ownership — 72% of 2.0Y peak

72% of all-time peak
39 funds currently hold this stock — 72% of the 2.0-year high of 54 funds (reached 2026 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +18% more funds vs a year ago

fund count last 6Q
+6 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🔴

Heavy selling pressure — only 27% buying

16 buying43 selling
Last quarter: 43 funds sold vs only 16 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 16 → 14 → 7 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 41% entered in last year

■ 0% conviction (2yr+) ■ 59% medium ■ 41% 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.
📊

Peak discovery — momentum slowing

3 → 16 → 14 → 7 → 11 new funds/Q
New funds entering each quarter: 16 → 14 → 7 → 11. JULU is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
📊

Mixed cohorts — 0% veterans, 54% new entrants

■ 0% veterans ■ 46% 1-2yr ■ 54% new
Of 39 current holders: 0 (0%) held 2+ years, 18 held 1–2 years, 21 (54%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 1% AUM from top-100

1% from top-100 AUM funds
2 of 39 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.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — 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 — JULU

In 2026 Q2, 16 hedge funds were net buyers of JULU (11 opened a new position, 5 added to an existing one), while 43 reduced or exited (17 trimmed, 26 sold completely) — a 27% buyer ratio, indicating net institutional distribution. Net fund flow last quarter: -15 funds (more exits than new entries). Total institutional holders: 39.

Hedge Fund Ownership: JULU

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

Market Analysis: JULU

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JULU

-- --

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.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: JULU
39 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 39 54 -27.78%
13F Shares 2M 4M -43.58%
Total Value $72M $114M -36.81%
New Positions 11 7 +4
Increased Positions 5 15 -10
Closed Positions 26 5 +21
Reduced Positions 17 22 -5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JULU

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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 Q2)

39 + investors

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

QUARTER:
Top 25 JULU holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 USA Financial Formulas 0.44% 74,638 $2.4M
2 Grantvest Financial Group LLC 0.26% 13,860 $445K
3 NBZ Investment Advisors LLC 0.25% 20,303 $651K
4 Foundations Investment Advisors, LLC 0.23% 692,163 $22.2M
5 Transcendent Capital Group LLC 0.17% 13,437 $431K
6 Allianz Se 0.15% 437,176 $14.0M
7 RFG Advisory, LLC 0.10% 200,658 $6.4M
8 Elevated Capital Advisors, LLC 0.09% 10,646 $342K
9 Range Financial Group LLC 0.08% 9,595 $308K
10 Southland Equity Partners LLC 0.05% 8,697 $279K
11 Stephens Inc /Ar/ 0.04% 112,869 $3.6M
12 Sanctuary Advisors, LLC 0.04% 263,333 $8.4M
13 Mosley Wealth Management 0.02% 1,862 $60K
14 POM Investment Strategies, LLC 0.01% 281 $9K
15 World Investment Advisors 0.01% 16,074 $516K
16 Commonwealth Equity Services, LLC 0.01% 168,920 $5.4M
17 Centaurus Financial, INC. 0.01% 4,111 $132K
18 IFG Advisory, LLC 0.00% 3,488 $112K
19 Arax Advisory Partners 0.00% 17,311 $555K
20 IFP Advisors, Inc 0.00% 6,130 $197K
21 AE Wealth Management LLC 0.00% 18,956 $608K
22 Kestra Advisory Services, LLC 0.00% 19,068 $612K
23 Osaic Holdings, INC. 0.00% 52,303 $1.7M
24 Creative Financial Designs Inc /Adv 0.00% 1,000 $32K
25 Tounjian Advisory Partners, LLC 0.00% 107 $3K
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 (JULU)

What does the Smart Money Trend signal show for JULU?

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

Heavy selling pressure — only 27% buying: Last quarter: 43 funds sold vs only 16 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 JULU holders?

Smaller funds dominant — 1% AUM from top-100: 2 of 39 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 JULU?

Mostly new holders — 41% 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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