Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Aim ETF Products Trust (NVBT)

26 + 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
↑ +5
Streak
2Q ▲
Buyers last Q
50%

Smart Money Signals — NVBT

Based on 27 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
27 hedge funds hold NVBT 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 — +12% more funds vs a year ago

fund count last 6Q
+3 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 50% buying

10 buying10 selling
Last quarter: 10 funds bought or added vs 10 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~5 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 2 → 1 → 8 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 33% entered in last year

■ 22% conviction (2yr+) ■ 44% medium ■ 33% new
Only 6 funds (22%) 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 — ~5 new funds/quarter

4 → 2 → 1 → 8 → 5 new funds/Q
New funds entering each quarter: 2 → 1 → 8 → 5. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 33% veterans, 33% new entrants

■ 33% veterans ■ 33% 1-2yr ■ 33% new
Of 27 current holders: 9 (33%) held 2+ years, 9 held 1–2 years, 9 (33%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 23% AUM from major funds

23% from top-100 AUM funds
5 of 27 holders rank in the top 100 by AUM, accounting for 23% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — 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 — NVBT

In 2026 Q1, 10 hedge funds were net buyers of NVBT (5 opened a new position, 5 added to an existing one), while 10 reduced or exited (10 trimmed their position) — a 50% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 23% of total institutional value in NVBT is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 27.

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.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: NVBT
26 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 26 27 -3.7%
13F Shares 530K 583K -9.11%
Total Value $21M $21M 0.5%
New Positions 3 5 -2
Increased Positions 3 5 -2
Closed Positions 4 0 +4
Reduced Positions 11 10 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: NVBT

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

26 + 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 NVBT holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Grantvest Financial Group LLC 0.45% 19,418 $769K
2 Innovative Asset Advisors Group, LLC 0.19% 10,959 $434K
3 Nvest Financial, LLC 0.10% 7,912 $313K
4 Accurate Wealth Management, LLC 0.03% 7,795 $311K
5 Blue Bell Private Wealth Management, LLC 0.02% 4,806 $190K
6 Centaurus Financial, INC. 0.01% 9,541 $378K
7 Old Mission Capital LLC 0.01% 14,879 $589K
8 Kestra Private Wealth Services, LLC 0.01% 19,379 $767K
9 Harbour Investments, INC. 0.01% 9,812 $389K
10 Commonwealth Equity Services, LLC 0.00% 60,072 $2.4M
11 Osaic Holdings, INC. 0.00% 63,949 $2.5M
12 Allianz Se 0.00% 5,000 $198K
13 Sanctuary Advisors, LLC 0.00% 10,370 $411K
14 Kestra Advisory Services, LLC 0.00% 12,739 $504K
15 Spire Wealth Management 0.00% 1,163 $46K
16 Cetera Investment Advisers 0.00% 34,078 $1.3M
17 Lido Advisors, LLC 0.00% 11,345 $449K
18 Raymond James Financial Inc 0.00% 112,774 $4.5M
19 LPL Financial LLC 0.00% 68,750 $2.7M
20 Creative Financial Designs Inc /Adv 0.00% 223 $9K
21 Envestnet Asset Management Inc 0.00% 11,163 $442K
22 Citadel Advisors LLC 0.00% 20,005 $792K
23 IFP Advisors, Inc 0.00% 100 $4K
24 Susquehanna International Group, LLP 0.00% 13,171 $522K
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 — 2 quarters in a row: For 2 consecutive quarters, 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?

Slight buying edge — 50% buying: Last quarter: 10 funds bought or added vs 10 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for NVBT holders?

Strong quality — 23% AUM from major funds: 5 of 27 holders rank in the top 100 by AUM, accounting for 23% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held NVBT?

Mostly new holders — 33% entered in last year: Only 6 funds (22%) 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.

Full history →