Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

AIM ETF PRODUCTS TRUST (JULW)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
3Q ▲
Buyers last Q
42%

Smart Money Signals — JULW

Based on 65 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added JULW 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
65 hedge funds hold JULW 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.
📶

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

fund count last 6Q
+10 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.
🟠

More sellers than buyers — 42% buying

25 buying34 selling
Last quarter: 34 funds reduced or exited vs 25 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 — ~14 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 4 → 6 → 15 → 14. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 37% long-term, 32% new

■ 37% conviction (2yr+) ■ 31% medium ■ 32% new
Of the 65 current holders: 24 (37%) held >2 years, 20 held 1–2 years, and 21 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
📈

Growing discovery — still being found

8 → 4 → 6 → 15 → 14 new funds/Q
New funds entering each quarter: 4 → 6 → 15 → 14. A growing number of institutions are discovering JULW each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 43% of holders stayed 2+ years

■ 43% veterans ■ 26% 1-2yr ■ 31% new
Of 65 current holders: 28 (43%) 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
6 of 65 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.
4.6
out of 10
Moderate Exit Risk
Exit risk score 4.6/10 — 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: JULW

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

Market Analysis: JULW

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JULW

-- --
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
1.8
/ 10
conviction
Hedge Fund Positioning: JULW
2026 Q1 Stats Unlock in 17 days 65 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 65 61 6.56%
13F Shares 5M 5M 3.25%
Total Value $211M $201M 5.24%
New Positions 14 15 -1
Increased Positions 11 15 -4
Closed Positions 10 5 +5
Reduced Positions 24 21 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JULW

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

65 + investors

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

Top 25 institutional holders of JULW — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Long Island Wealth Management, Inc. 2.21% 122,547 $4.8M
2 Centennial Advisors, LLC 1.44% 29,127 $1.1M
3 Integrated Wealth Management 1.43% 32,181 $1.2M
4 HOWARD BAILEY SECURITIES, LLC 1.24% 77,440 $3.0M
5 Aegis Wealth Management, Inc. 1.06% 34,797 $1.4M
6 B.O.S.S. Retirement Advisors, LLC 0.96% 81,235 $3.2M
7 Elevated Capital Advisors, LLC 0.94% 95,852 $3.7M
8 Compass Advisory Group LLC 0.48% 45,781 $1.8M
9 Clear Point Advisors Inc. 0.46% 15,416 $598K
10 LifeWealth Investments, LLC 0.36% 31,350 $1.2M
11 SMART Wealth LLC 0.22% 19,717 $765K
12 Castle Rock Wealth Management, LLC 0.21% 24,619 $960K
13 Cypress Wealth Services, LLC 0.15% 26,852 $1.0M
14 BIP Wealth, LLC 0.10% 65,719 $2.6M
15 Networth Advisors, LLC 0.08% 3,049 $118K
16 World Investment Advisors 0.07% 116,771 $4.5M
17 COMMONWEALTH EQUITY SERVICES, LLC 0.07% 1,271,928 $49.4M
18 DHJJ Financial Advisors, Ltd. 0.06% 4,458 $173K
19 RFG Advisory, LLC 0.05% 70,976 $2.8M
20 Focus Financial Network, Inc. 0.04% 27,231 $1.1M
21 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.03% 16,580 $643K
22 IFP Advisors, Inc 0.03% 31,503 $1.2M
23 DIVERSIFY WEALTH MANAGEMENT, LLC 0.03% 35,101 $1.4M
24 Spire Wealth Management 0.02% 18,659 $724K
25 Kestra Advisory Services, LLC 0.02% 146,890 $5.7M
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 (JULW)

What does the Smart Money Trend signal show for JULW?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added JULW 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 JULW?

More sellers than buyers — 42% buying: Last quarter: 34 funds reduced or exited vs 25 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 JULW holders?

Smaller funds dominant — 6% AUM from top-100: 6 of 65 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 JULW?

Mixed — 37% long-term, 32% new: Of the 65 current holders: 24 (37%) held >2 years, 20 held 1–2 years, and 21 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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.