Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Aim ETF Products Trust (SEPW)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -13
Streak
1Q ▼
Buyers last Q
21%

Smart Money Signals — SEPW

Based on 52 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 SEPW 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 — 80% of 3.0Y peak

80% of all-time peak
52 funds currently hold this stock — 80% of the 3.0-year high of 65 funds (reached 2026 Q1). 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
+10 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.
🔴

Heavy selling pressure — only 21% buying

13 buying48 selling
Last quarter: 48 funds sold vs only 13 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: 28 → 11 → 8 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 25% long-term, 23% new

■ 25% conviction (2yr+) ■ 52% medium ■ 23% new
Of the 52 current holders: 13 (25%) held >2 years, 27 held 1–2 years, and 12 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

8 → 28 → 11 → 8 → 9 new funds/Q
New funds entering each quarter: 28 → 11 → 8 → 9. 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 — 29% veterans, 37% new entrants

■ 29% veterans ■ 35% 1-2yr ■ 37% new
Of 52 current holders: 15 (29%) held 2+ years, 18 held 1–2 years, 19 (37%) 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
4 of 52 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.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — 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 — SEPW

In 2026 Q2, 13 hedge funds were net buyers of SEPW (9 opened a new position, 4 added to an existing one), while 48 reduced or exited (26 trimmed, 22 sold completely) — a 21% buyer ratio, indicating net institutional distribution. Net fund flow last quarter: -13 funds (more exits than new entries). Total institutional holders: 52.

Hedge Fund Ownership: SEPW

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

Market Analysis: SEPW

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SEPW

-- --

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
0.7
/ 10
conviction
Hedge Fund Positioning: SEPW
52 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 52 65 -20.0%
13F Shares 2M 6M -59.64%
Total Value $78M $185M -57.78%
New Positions 9 8 +1
Increased Positions 4 16 -12
Closed Positions 22 6 +16
Reduced Positions 26 28 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SEPW

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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 Q2)

52 + investors

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

QUARTER:
Top 25 SEPW holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Authentikos Wealth Advisory, LLC 4.71% 221,098 $7.4M
2 American Asset Management INC. 3.64% 133,512 $4.5M
3 Westshore Wealth, LLC 1.33% 128,649 $4.3M
4 Elevated Capital Advisors, LLC 0.64% 69,936 $2.3M
5 Joseph P. Lucia & Associates, LLC 0.19% 19,412 $648K
6 BCGM Wealth Management, LLC 0.18% 25,022 $836K
7 Advisory Solutions Group, LLC 0.14% 11,958 $399K
8 Grantvest Financial Group LLC 0.13% 6,917 $231K
9 TAGStone Capital, Inc. 0.08% 7,351 $245K
10 Spire Wealth Management 0.08% 74,772 $2.5M
11 Allianz Se 0.07% 203,946 $6.8M
12 Castle Rock Wealth Management, LLC 0.06% 8,666 $290K
13 Lloyd Advisory Services, LLC. 0.06% 4,307 $144K
14 Mosley Wealth Management 0.04% 3,802 $127K
15 Focus Financial Network, Inc. 0.03% 28,173 $941K
16 Centaurus Financial, INC. 0.02% 19,278 $644K
17 IFG Advisory, LLC 0.02% 20,426 $682K
18 First Heartland Consultants, Inc. 0.02% 10,944 $365K
19 POM Investment Strategies, LLC 0.02% 572 $19K
20 Commonwealth Equity Services, LLC 0.02% 497,144 $16.6M
21 Avidian Wealth Enterprises, LLC 0.02% 18,293 $611K
22 World Investment Advisors 0.02% 29,504 $985K
23 PFG Advisors 0.01% 7,604 $254K
24 Kintra Wealth, LLC 0.01% 5,920 $200K
25 Tounjian Advisory Partners, LLC 0.01% 703 $23K
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 (SEPW)

What does the Smart Money Trend signal show for SEPW?

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

Heavy selling pressure — only 21% buying: Last quarter: 48 funds sold vs only 13 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 SEPW holders?

Smaller funds dominant — 7% AUM from top-100: 4 of 52 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 SEPW?

Mixed — 25% long-term, 23% new: Of the 52 current holders: 13 (25%) held >2 years, 27 held 1–2 years, and 12 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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