Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Aim ETF Products Trust (OCTT)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -4
Streak
1Q ▼
Buyers last Q
42%

Smart Money Signals — OCTT

Based on 30 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

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

Below peak — only 67% of 3.0Y high

67% of all-time peak
Only 30 funds hold OCTT today versus a peak of 45 funds at 2024 Q4 — just 67% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
📉

Outflows — 30% fewer funds vs a year ago

fund count last 6Q
13 fewer hedge funds hold OCTT compared to a year ago (-30% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 42% buying

11 buying15 selling
Last quarter: 15 funds reduced or exited vs 11 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.
⚠️

Fewer new buyers each quarter (-9 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 7 → 2 → 9 → 0. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 20% medium ■ 20% new
18 out of 30 hedge funds have held OCTT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~0 new funds/quarter

4 → 7 → 2 → 9 → 0 new funds/Q
New funds entering each quarter: 7 → 2 → 9 → 0. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 63% veterans vs 23% newcomers

■ 63% veterans ■ 13% 1-2yr ■ 23% new
Entry-cohort mix of 30 holders: 19 (63%) are 2+ year veterans, 4 entered 1–2 years ago, and 7 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 11% AUM from top-100

11% from top-100 AUM funds
4 of 30 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
2.2
out of 10
Low Exit Risk
Exit risk score 2.2/10 — 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 — OCTT

In 2026 Q1, 11 hedge funds were net buyers of OCTT (11 added to existing positions), while 15 reduced or exited (11 trimmed, 4 sold completely) — a 42% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: -4 funds (more exits than new entries). Total institutional holders: 30.

Hedge Fund Ownership: OCTT

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

Market Analysis: OCTT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: OCTT

-- --

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

Is It Too Late to Buy Aim ETF Products Trust (OCTT) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much OCTT has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 82d ago
OCTT
+10.0%
SPY
+15.1%

OCTT outperformed SPY by -5.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
OCTT
+2.4%
SPY
+1.3%

Since the filing became public, OCTT outperformed SPY by +1.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

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: OCTT
30 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 30 34 -11.76%
13F Shares 945K 987K -4.24%
Total Value $36M $43M -15.97%
New Positions 0 9 -9
Increased Positions 11 11 -
Closed Positions 4 5 -1
Reduced Positions 11 5 +6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: OCTT

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

30 + investors

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

QUARTER:
Top 25 OCTT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Rothschild Wealth LLC 0.43% 112,520 $4.8M
2 Navis Wealth Advisors, LLC 0.25% 11,381 $482K
3 Blue Bell Private Wealth Management, LLC 0.22% 36,175 $1.5M
4 Modern Wealth Management, LLC 0.06% 89,147 $3.8M
5 Mayflower Financial Advisors, LLC 0.03% 5,941 $251K
6 Patriot Financial Group Insurance Agency, LLC 0.03% 12,772 $541K
7 Strategic Blueprint, LLC 0.02% 8,465 $358K
8 Old Mission Capital LLC 0.01% 20,366 $862K
9 Nations Financial Group Inc, /Ia/ /Adv 0.01% 5,439 $230K
10 Focus Financial Network, Inc. 0.01% 7,715 $327K
11 Spire Wealth Management 0.01% 5,705 $241K
12 Bleakley Financial Group, LLC 0.01% 12,310 $521K
13 Osaic Holdings, INC. 0.01% 107,725 $4.6M
14 Harbour Investments, INC. 0.01% 10,046 $425K
15 Commonwealth Equity Services, LLC 0.01% 95,956 $4.1M
16 AdvisorNet Financial, Inc 0.00% 1,995 $84K
17 Cetera Investment Advisers 0.00% 83,681 $3.5M
18 Sanctuary Advisors, LLC 0.00% 15,023 $636K
19 Mml Investors Services, LLC 0.00% 20,359 $862K
20 Allianz Se 0.00% 5,000 $212K
21 Creative Financial Designs Inc /Adv 0.00% 900 $38K
22 Nbc Securities, INC. 0.00% 633 $27K
23 Raymond James Financial Inc 0.00% 83,334 $3.5M
24 AE Wealth Management LLC 0.00% 4,252 $180K
25 LPL Financial LLC 0.00% 72,285 $3.1M
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 (OCTT)

What does the Smart Money Trend signal show for OCTT?

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

More sellers than buyers — 42% buying: Last quarter: 15 funds reduced or exited vs 11 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 OCTT holders?

Smaller funds dominant — 11% AUM from top-100: 4 of 30 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held OCTT?

60% of holders stayed for 2+ years: 18 out of 30 hedge funds have held OCTT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Aim ETF Products Trust (OCTT) following the 2026 Q1 hedge fund 13F filings?

As of today, OCTT has moved +2.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of +1.1%. Since the quarter end (March 31, 2026), OCTT has gained +10.0% vs +15.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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