Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ab Active Etfs Inc (SYFI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
8Q ▲
Buyers last Q
56%

Smart Money Signals — SYFI

Based on 87 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q
For 8 consecutive quarters, more hedge funds added SYFI 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
87 hedge funds hold SYFI right now — the highest count in 3.0 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 — +45% more funds vs a year ago

fund count last 6Q
+27 new funds entered over the past year (+45% 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 — 56% buying

43 buying34 selling
Last quarter: 43 funds bought or added vs 34 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.
➡️

Steady new buyers — ~13 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 13 → 10 → 13 → 13. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 32% entered in last year

■ 1% conviction (2yr+) ■ 67% medium ■ 32% new
Only 1 funds (1%) 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.
📈

Growing discovery — still being found

11 → 13 → 10 → 13 → 13 new funds/Q
New funds entering each quarter: 13 → 10 → 13 → 13. A growing number of institutions are discovering SYFI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 1% veterans, 52% new entrants

■ 1% veterans ■ 47% 1-2yr ■ 52% new
Of 87 current holders: 1 (1%) held 2+ years, 41 held 1–2 years, 45 (52%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 61% AUM from top-100 funds

61% from top-100 AUM funds
16 of 87 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in SYFI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — 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.

Institutional Sentiment Summary — SYFI

In 2026 Q1, 43 hedge funds were net buyers of SYFI (13 opened a new position, 30 added to an existing one), while 34 reduced or exited (29 trimmed, 5 sold completely) — a 56% buyer ratio, indicating a slight buying edge. This marks 8 consecutive quarters of net institutional buying — a persistent conviction signal. 61% of total institutional value in SYFI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 87.

Hedge Fund Ownership: SYFI

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

Market Analysis: SYFI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SYFI

-- --

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

Is It Too Late to Buy Ab Active Etfs Inc (SYFI) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SYFI has moved relative to its sector benchmark (SPY) since the 2026 Q2 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 June 30, 2026 · 45d ago
SYFI
-0.2%
SPY
+3.4%

SYFI outperformed SPY by -3.6% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 0d ago
SYFI
+0.0%
SPY
+0.0%

Since the filing became public, SYFI outperformed SPY by +0.0% .

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.

3 top-rated funds 4 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
3.1
/ 10
conviction
Hedge Fund Positioning: SYFI
2026 Q2 Stats Unlock in 5 days 87 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 87 78 11.54%
13F Shares 21M 20M 7.12%
Total Value $758M $702M 7.96%
New Positions 13 13 -
Increased Positions 30 34 -4
Closed Positions 4 5 -1
Reduced Positions 29 20 +9
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SYFI

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Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

87 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SYFI. 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.
Top 25 SYFI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Wagner Wealth Management, LLC 8.22% 1,243,510 $44.4M
2 Solano Wealth Investment Advisors LLC 5.88% 361,666 $12.9M
3 RMR Capital Management, LLC 3.04% 123,615 $4.4M
4 Focused Alpha, LLC 2.66% 290,618 $10.4M
5 Stonebridge Financial Group, LLC / MO 2.41% 101,721 $3.6M
6 Huntleigh Advisors, Inc. 1.86% 372,347 $13.3M
7 Next Level Private LLC 1.78% 254,563 $9.1M
8 SageGuard Financial Group, LLC 0.61% 121,014 $4.3M
9 Tme Financial, INC. 0.53% 24,256 $866K
10 Advisory Resource Group 0.42% 78,415 $2.8M
11 KPP Advisory Services LLC 0.39% 85,891 $3.1M
12 PMG Wealth Management, Inc. 0.32% 14,700 $523K
13 Panoramic Investment Advisors, LLC 0.27% 15,956 $570K
14 Tortuga Wealth Management, Inc 0.23% 6,878 $244K
15 Kennedy Investment Group, INC. 0.22% 18,392 $657K
16 Quantum Private Wealth, LLC 0.17% 18,366 $656K
17 Centerpoint Advisory Group 0.15% 6,520 $233K
18 Great Valley Advisor Group, INC. 0.15% 259,476 $9.3M
19 WPG Advisers, LLC 0.11% 5,211 $186K
20 Capital Investment Advisory Services, LLC 0.11% 48,426 $1.7M
21 NewEdge Advisors, LLC 0.10% 957,335 $34.2M
22 Mgo One Seven LLC 0.08% 137,527 $4.9M
23 Encompass More Asset Management 0.08% 15,133 $540K
24 EverSource Wealth Advisors, LLC 0.07% 57,057 $2.0M
25 Arkadios Wealth Advisors 0.04% 73,641 $2.6M
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 (SYFI)

What does the Smart Money Trend signal show for SYFI?

Buying streak — 8 quarters in a row: For 8 consecutive quarters, more hedge funds added SYFI 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 SYFI?

Slight buying edge — 56% buying: Last quarter: 43 funds bought or added vs 34 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 SYFI holders?

Elite ownership — 61% AUM from top-100 funds: 16 of 87 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in SYFI. 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 SYFI?

Mostly new holders — 32% entered in last year: Only 1 funds (1%) 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.

Is it too late to buy Ab Active Etfs Inc (SYFI) following the 2026 Q2 hedge fund 13F filings?

As of today, SYFI has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), SYFI has gained -0.2% vs +3.4% 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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