Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Aim ETF Products Trust (OCTU)

36 + Investors. Track Smart Money conviction in OCTU. 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
38%

Smart Money Signals — OCTU

Based on 36 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their OCTU 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 — 90% of 1.8Y peak

90% of all-time peak
36 funds currently hold this stock — 90% of the 1.8-year high of 40 funds (reached 2026 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding OCTU is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🔴

Heavy selling pressure — only 38% buying

17 buying28 selling
Last quarter: 28 funds sold vs only 17 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~9 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 15 → 5 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 44% entered in last year

■ 0% conviction (2yr+) ■ 56% medium ■ 44% new
Only 0 funds (0%) 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.
📊

Peak discovery — momentum slowing

17 → 5 → 15 → 5 → 9 new funds/Q
New funds entering each quarter: 5 → 15 → 5 → 9. OCTU is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
📊

Mixed cohorts — 0% veterans, 53% new entrants

■ 0% veterans ■ 47% 1-2yr ■ 53% new
Of 36 current holders: 0 (0%) held 2+ years, 17 held 1–2 years, 19 (53%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 3% AUM from top-100

3% from top-100 AUM funds
6 of 36 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — 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 — OCTU

In 2026 Q2, 17 hedge funds were net buyers of OCTU (9 opened a new position, 8 added to an existing one), while 28 reduced or exited (15 trimmed, 13 sold completely) — a 38% buyer ratio, indicating net institutional distribution. Net fund flow last quarter: -4 funds (more exits than new entries). Total institutional holders: 36.

Hedge Fund Ownership: OCTU

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

Market Analysis: OCTU

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: OCTU

-- --

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
0.3
/ 10
conviction
Hedge Fund Positioning: OCTU
2026 Q3 Stats Unlock in 4 days 36 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 36 40 -10.0%
13F Shares 2M 2M -16.89%
Total Value $52M $57M -8.42%
New Positions 9 5 +4
Increased Positions 8 15 -7
Closed Positions 13 4 +9
Reduced Positions 15 13 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: OCTU

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q3)

36 + investors

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

QUARTER:
2026 Q3 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 OCTU holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sterling Manor Financial, LLC 0.60% 33,576 $1.0M
2 USA Financial Formulas 0.50% 83,114 $2.6M
3 Allianz Se 0.18% 571,490 $17.6M
4 NBZ Investment Advisors LLC 0.16% 13,315 $411K
5 RFG Advisory, LLC 0.09% 214,937 $6.6M
6 Cypress Wealth Services, LLC 0.09% 23,610 $739K
7 Stephens Inc /Ar/ 0.07% 203,581 $6.3M
8 BCGM Wealth Management, LLC 0.05% 7,901 $244K
9 Patriot Financial Group Insurance Agency, LLC 0.02% 7,923 $244K
10 DHJJ Financial Advisors, Ltd. 0.01% 1,695 $52K
11 OneDigital Investment Advisors LLC 0.01% 36,278 $1.1M
12 Centaurus Financial, INC. 0.01% 6,241 $192K
13 Commonwealth Equity Services, LLC 0.01% 155,934 $4.8M
14 Arax Advisory Partners 0.00% 26,214 $809K
15 IFP Advisors, Inc 0.00% 8,664 $267K
16 Farther Finance Advisors, LLC 0.00% 19,846 $612K
17 Savant Capital, LLC 0.00% 36,011 $1.1M
18 Elevated Capital Advisors, LLC 0.00% 217 $7K
19 Osaic Holdings, INC. 0.00% 38,999 $1.2M
20 Kestra Advisory Services, LLC 0.00% 12,883 $397K
21 Cetera Investment Advisers 0.00% 22,529 $695K
22 Harbour Investments, INC. 0.00% 1,211 $37K
23 AE Wealth Management LLC 0.00% 1,192 $37K
24 Country Trust Bank 0.00% 134 $4K
25 Lloyd Advisory Services, LLC. 0.00% 6 —
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 (OCTU)

What does the Smart Money Trend signal show for OCTU?

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

Heavy selling pressure — only 38% buying: Last quarter: 28 funds sold vs only 17 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for OCTU holders?

Smaller funds dominant — 3% AUM from top-100: 6 of 36 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held OCTU?

Mostly new holders — 44% entered in last year: Only 0 funds (0%) 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.

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