Ab Active Etfs Inc (LOWV) Hedge Fund Ownership (Q1 2026)

Ab Active Etfs Inc (LOWV)

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

Smart Money Signals — LOWV

Based on 20 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 LOWV 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 — 91% of 3.0Y peak

91% of all-time peak

20 funds currently hold this stock — 91% of the 3.0-year high of 22 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

🚀

Fast accumulation — +82% more funds vs a year ago

fund count last 6Q

+9 new funds entered over the past year (+82% 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.

🟡

Slight buying edge — 57% buying

12 buying9 selling

Last quarter: 12 funds bought or added vs 9 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.

⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 2 → 3 → 10 → 4. 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.

🔄

Mostly new holders — 50% entered in last year

■ 10% conviction (2yr+) ■ 40% medium ■ 50% new

Only 2 funds (10%) 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 — ~4 new funds/quarter

3 → 2 → 3 → 10 → 4 new funds/Q

New funds entering each quarter: 2 → 3 → 10 → 4. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🌱

Early stage — 60% of holders entered in last year

■ 10% veterans ■ 30% 1-2yr ■ 60% new

Of 20 current holders: 12 (60%) entered in the past year, only 2 (10%) 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.

🏆

Elite ownership — 80% AUM from top-100 funds

80% from top-100 AUM funds

6 of 20 holders are among the 100 largest funds by AUM, controlling 80% of total institutional value in LOWV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

5.3

out of 10

Moderate Exit Risk

Exit risk score 5.3/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	20	21	-4.76%
13F Shares	3M	2M	15.84%
Total Value	$193M	$170M	13.48%
New Positions	4	10	-6
Increased Positions	8	7	+1
Closed Positions	5	1	+4
Reduced Positions	3	1	+2
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

-4.76%

13F Shares

15.84%

Total Value

$193M

$170M

13.48%

New Positions

-6

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

20 + investors

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

QUARTER:

2026 Q2 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.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 20 LOWV holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Intrepid Financial Planning Group LLC	3.06%	113,193	$9.0M
2	Wagner Wealth Management, LLC	2.48%	168,419	$13.4M
3	Rubicon Advisors, GP	1.15%	19,775	$1.6M
4	GFG Capital, LLC	0.84%	38,198	$3.0M
5	Laraway Financial Advisors Inc	0.13%	2,588	$206K
6	Alliancebernstein L.P.	0.04%	1,764,788	$130.4M
7	Signature Estate & Investment Advisors LLC	0.04%	25,001	$2.0M
8	Western Wealth Management, LLC	0.01%	3,020	$240K
9	LPL Financial LLC	0.01%	300,567	$23.9M
10	Geneos Wealth Management Inc.	0.00%	1,800	$143K
11	Private Trust Co NA	0.00%	185	$15K
12	Envestnet Asset Management Inc	0.00%	46,886	$3.7M
13	Cresset Asset Management, LLC	0.00%	2,845	$226K
14	AE Wealth Management LLC	0.00%	1,699	$135K
15	Global Retirement Partners, LLC	0.00%	377	$30K
16	Creative Financial Designs Inc /Adv	0.00%	39	$3K
17	Osaic Holdings, INC.	0.00%	1,171	$93K
18	Integrated Wealth Concepts LLC	0.00%	34	$3K
19	Jpmorgan Chase & Co	0.00%	2,014	$159K
20	NewEdge Advisors, LLC	0.00%	36	$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 — Ab Active Etfs Inc (LOWV)

What does the Smart Money Trend signal show for LOWV?

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

Slight buying edge — 57% buying: Last quarter: 12 funds bought or added vs 9 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 LOWV holders?

Elite ownership — 80% AUM from top-100 funds: 6 of 20 holders are among the 100 largest funds by AUM, controlling 80% of total institutional value in LOWV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held LOWV?

Mostly new holders — 50% entered in last year: Only 2 funds (10%) 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.

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Ab Active Etfs Inc (LOWV)

Smart Money Signals — LOWV

Selling streak — 1 quarter in a row

High ownership — 91% of 3.0Y peak

Fast accumulation — +82% more funds vs a year ago

Slight buying edge — 57% buying

Fewer new buyers each quarter (-6 vs last Q)

Mostly new holders — 50% entered in last year

Steady discovery — ~4 new funds/quarter

Early stage — 60% of holders entered in last year

Elite ownership — 80% AUM from top-100 funds

Institutional Sentiment Summary — LOWV

Hedge Fund Ownership: LOWV

Market Analysis: LOWV

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: LOWV

Hedge Fund Positioning: LOWV

Statistics: LOWV

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ab Active Etfs Inc (LOWV)

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