Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Aim ETF Products Trust (SPBX)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
5Q ▲
Buyers last Q
78%

Smart Money Signals — SPBX

Based on 27 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 5Q
For 5 consecutive quarters, more hedge funds added SPBX 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 SPBX right now — the highest count in 1.5 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.
🚀

Fast accumulation — +125% more funds vs a year ago

fund count last 6Q
+15 new funds entered over the past year (+125% 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.
🟢

More buyers than sellers — 78% buying

21 buying6 selling
Last quarter: 21 funds were net buyers (8 opened a brand new position + 13 added to an existing one). Only 6 were sellers (4 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 6 → 6 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 59% entered in last year

■ 0% conviction (2yr+) ■ 41% medium ■ 59% 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.
➡️

Steady discovery — ~8 new funds/quarter

5 → 6 → 6 → 6 → 8 new funds/Q
New funds entering each quarter: 6 → 6 → 6 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 89% of holders entered in last year

■ 0% veterans ■ 11% 1-2yr ■ 89% new
Of 27 current holders: 24 (89%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 11% AUM from top-100

11% from top-100 AUM funds
3 of 27 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.
5.7
out of 10
Moderate Exit Risk
Exit risk score 5.7/10 — 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 — SPBX

In 2026 Q2, 21 hedge funds were net buyers of SPBX (8 opened a new position, 13 added to an existing one), while 6 reduced or exited (4 trimmed, 2 sold completely) — a 78% buyer ratio, indicating clear institutional accumulation. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 27.

Hedge Fund Ownership: SPBX

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

Market Analysis: SPBX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SPBX

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

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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
0.1
/ 10
conviction
Hedge Fund Positioning: SPBX
2026 Q3 Stats Unlock in 35 days 27 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 27 21 28.57%
13F Shares 1M 1M 13.09%
Total Value $29M $24M 24.17%
New Positions 8 6 +2
Increased Positions 13 8 +5
Closed Positions 2 2 -
Reduced Positions 4 5 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SPBX

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Institutional Holders (2026 Q2)

27 + investors

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

QUARTER:
Top 25 SPBX holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Mosley Wealth Management 0.24% 25,713 $750K
2 Allianz Se 0.11% 345,540 $10.1M
3 BridgePort Financial Solutions, LLC 0.09% 12,269 $358K
4 Lloyd Advisory Services, LLC. 0.08% 6,970 $203K
5 Comprehensive Financial Consultants Institutional, Inc. 0.08% 9,905 $289K
6 Strategic Financial Concepts, LLC 0.06% 7,301 $213K
7 AE Wealth Management LLC 0.03% 184,436 $5.4M
8 Key Capital Management, INC 0.01% 776 $23K
9 Centaurus Financial, INC. 0.01% 8,519 $248K
10 Huntington National Bank 0.01% 65,491 $1.9M
11 Old Mission Capital LLC 0.01% 15,224 $444K
12 Diversify Wealth Management, LLC 0.00% 9,330 $273K
13 Diversify Advisory Services, LLC 0.00% 9,330 $273K
14 Independent Financial Group, LLC 0.00% 7,607 $222K
15 Stephens Inc /Ar/ 0.00% 10,221 $298K
16 Commonwealth Equity Services, LLC 0.00% 90,516 $2.6M
17 Osaic Holdings, INC. 0.00% 41,577 $1.2M
18 IFP Advisors, Inc 0.00% 1,841 $54K
19 Mml Investors Services, LLC 0.00% 11,210 $327K
20 Envestnet Asset Management Inc 0.00% 89,417 $2.6M
21 Steward Partners Investment Advisory, LLC 0.00% 3,275 $96K
22 Cetera Investment Advisers 0.00% 12,971 $378K
23 LPL Financial LLC 0.00% 23,858 $696K
24 Raymond James Financial Inc 0.00% 8,931 $260K
25 Harbour Investments, INC. 0.00% 91 $3K
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 (SPBX)

What does the Smart Money Trend signal show for SPBX?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added SPBX 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 SPBX?

More buyers than sellers — 78% buying: Last quarter: 21 funds were net buyers (8 opened a brand new position + 13 added to an existing one). Only 6 were sellers (4 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SPBX holders?

Smaller funds dominant — 11% AUM from top-100: 3 of 27 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 SPBX?

Mostly new holders — 59% 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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