Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Aim ETF Products Trust (JULW)

68 + Investors. Track Smart Money conviction in JULW. 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
↓ -2
Streak
2Q ▼
Buyers last Q
47%

Smart Money Signals — JULW

Based on 68 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their JULW 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 — 92% of 3.0Y peak

92% of all-time peak
68 funds currently hold this stock — 92% of the 3.0-year high of 74 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +24% more funds vs a year ago

fund count last 6Q
+13 new funds entered over the past year (+24% 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 sellers than buyers — 47% buying

32 buying36 selling
Last quarter: 36 funds reduced or exited vs 32 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 — ~12 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 19 → 18 → 7 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 37% long-term, 37% new

37% conviction (2yr+) 26% medium 37% new
Of the 68 current holders: 25 (37%) held >2 years, 18 held 1–2 years, and 25 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.
⚠️

Saturation — most institutions already know this story

7 → 19 → 18 → 7 → 12 new funds/Q
New funds entering each quarter: 19 → 18 → 7 → 12. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
📊

Mixed cohorts — 38% veterans, 43% new entrants

38% veterans 19% 1-2yr 43% new
Of 68 current holders: 26 (38%) held 2+ years, 13 held 1–2 years, 29 (43%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 7% AUM from top-100

7% from top-100 AUM funds
5 of 68 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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.

Institutional Sentiment Summary — JULW

In 2026 Q2, 32 hedge funds were net buyers of JULW (12 opened a new position, 20 added to an existing one), while 36 reduced or exited (22 trimmed, 14 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. Net selling has persisted for two consecutive quarters. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 68.

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

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 2 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
2.3
/ 10
conviction
Hedge Fund Positioning: JULW
68 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 68 70 -2.86%
13F Shares 5M 5M -8.12%
Total Value $200M $208M -4.12%
New Positions 12 7 +5
Increased Positions 20 13 +7
Closed Positions 14 11 +3
Reduced Positions 22 35 -13
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JULW

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Institutional Holders (2026 Q2)

68 + investors

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

QUARTER:
Top 25 JULW holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Gts Financial, LLC 9.64% 355,833 $13.2M
2 American Asset Management INC. 4.97% 149,192 $6.1M
3 Guardian Capital, LLC 4.57% 136,855 $5.6M
4 Long Island Wealth Management, Inc. 2.06% 122,469 $5.0M
5 Aegis Wealth Management, Inc. 0.91% 34,584 $1.4M
6 Wealthgarden F.S. LLC 0.83% 35,791 $1.5M
7 Forty-three Eighteen Advisors, LLC 0.76% 27,827 $1.1M
8 Advyzon Investment Management, LLC 0.62% 208,320 $8.5M
9 Midwest Financial Network, LLC 0.61% 21,732 $887K
10 Elevated Capital Advisors, LLC 0.55% 48,661 $2.0M
11 Compass Advisory Group LLC 0.44% 45,781 $1.9M
12 Grantvest Financial Group LLC 0.36% 15,282 $624K
13 Stirlingshire Investments, Inc. 0.31% 10,208 $417K
14 Elevation Wealth Management LLC 0.29% 9,585 $391K
15 Joseph P. Lucia & Associates, LLC 0.24% 19,895 $812K
16 Castle Rock Wealth Management, LLC 0.20% 24,619 $1.0M
17 Advisory Solutions Group, LLC 0.18% 12,771 $521K
18 Centaurus Financial, INC. 0.14% 91,028 $3.7M
19 Ausdal Financial Partners, Inc. 0.14% 84,938 $3.5M
20 Cypress Wealth Services, LLC 0.13% 26,852 $1.1M
21 Stonebridge Financial Group, LLC / MO 0.13% 4,900 $200K
22 Innovative Asset Advisors Group, LLC 0.09% 5,195 $212K
23 World Investment Advisors 0.09% 130,451 $5.3M
24 Greenbush Financial Group, LLC 0.08% 6,825 $279K
25 Allianz Se 0.07% 168,041 $6.9M
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?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their JULW 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 JULW?

More sellers than buyers — 47% buying: Last quarter: 36 funds reduced or exited vs 32 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 — 7% AUM from top-100: 5 of 68 holders rank in the top 100 by AUM, but together hold only 7% 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, 37% new: Of the 68 current holders: 25 (37%) held >2 years, 18 held 1–2 years, and 25 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.

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