Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

AIM ETF PRODUCTS TRUST (NVBT)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
1Q ▲
Buyers last Q
70%

Smart Money Signals — NVBT

Based on 21 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 NVBT 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 — 91% of 3.0Y peak

91% of all-time peak
21 funds currently hold this stock — 91% of the 3.0-year high of 23 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +5% more funds vs a year ago

fund count last 6Q
+1 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 70% buying

16 buying7 selling
Last quarter: 16 funds were net buyers (8 opened a brand new position + 8 added to an existing one). Only 7 were sellers (2 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.
📈

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

new funds entering per quarter
Funds opening a new NVBT position: 4 → 2 → 1 → 8. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 33% entered in last year

■ 19% conviction (2yr+) ■ 48% medium ■ 33% new
Only 4 funds (19%) 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.
➡️

Steady discovery — ~8 new funds/quarter

9 → 4 → 2 → 1 → 8 new funds/Q
New funds entering each quarter: 4 → 2 → 1 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 24% veterans, 52% new entrants

■ 24% veterans ■ 24% 1-2yr ■ 52% new
Of 21 current holders: 5 (24%) held 2+ years, 5 held 1–2 years, 11 (52%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 18% AUM from top-100

18% from top-100 AUM funds
2 of 21 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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 — NVBT

In 2025 Q4, 16 hedge funds were net buyers of NVBT (8 opened a new position, 8 added to an existing one), while 7 reduced or exited (2 trimmed, 5 sold completely) — a 70% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 21.

Hedge Fund Ownership: NVBT

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

Market Analysis: NVBT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NVBT

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: NVBT
2026 Q1 Stats Unlock in 4 days 21 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 21 18 16.67%
13F Shares 537K 376K 42.71%
Total Value $20M $14M 45.94%
New Positions 8 1 +7
Increased Positions 8 5 +3
Closed Positions 5 5 -
Reduced Positions 2 8 -6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: NVBT

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Valuation Measures Data as of: --

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

Financial Highlights

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Profit Margin --
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Institutional Holders (2026 Q1)

21 + investors

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

QUARTER:
Top 25 institutional holders of NVBT — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Grantvest Financial Group LLC 0.46% 19,720 $706K
2 JIM SAULNIER & ASSOCIATES, LLC 0.11% 6,231 $223K
3 Nvest Financial, LLC 0.11% 7,912 $283K
4 Accurate Wealth Management, LLC 0.04% 9,290 $343K
5 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.02% 4,806 $172K
6 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% 19,379 $694K
7 HARBOUR INVESTMENTS, INC. 0.01% 11,767 $421K
8 Concurrent Investment Advisors, LLC 0.01% 14,752 $528K
9 OSAIC HOLDINGS, INC. 0.00% 69,148 $2.5M
10 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 61,161 $2.2M
11 Lido Advisors, LLC 0.00% 26,915 $964K
12 Kestra Advisory Services, LLC 0.00% 18,508 $663K
13 Sanctuary Advisors, LLC 0.00% 10,370 $371K
14 ALLIANZ SE 0.00% 5,000 $179K
15 Cetera Investment Advisers 0.00% 38,541 $1.4M
16 Spire Wealth Management 0.00% 1,163 $42K
17 RAYMOND JAMES FINANCIAL INC 0.00% 112,635 $4.0M
18 LPL Financial LLC 0.00% 83,047 $3.0M
19 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% 268 $10K
20 SIGNATUREFD, LLC 0.00% 900 $32K
21 CITADEL ADVISORS LLC 0.00% 19,710 $706K
22 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% 24,223 $867K
23 IFP Advisors, Inc 0.00% 100 $4K
24 ENVESTNET ASSET MANAGEMENT INC 0.00% 7,332 $262K
25 AE Wealth Management LLC 0.00% 47 $2K
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 (NVBT)

What does the Smart Money Trend signal show for NVBT?

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

More buyers than sellers — 70% buying: Last quarter: 16 funds were net buyers (8 opened a brand new position + 8 added to an existing one). Only 7 were sellers (2 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for NVBT holders?

Smaller funds dominant — 18% AUM from top-100: 2 of 21 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held NVBT?

Mostly new holders — 33% entered in last year: Only 4 funds (19%) 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.