Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ab Active Etfs Inc (CPLS)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -6
Streak
1Q ▼
Buyers last Q
52%

Smart Money Signals — CPLS

Based on 21 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 CPLS 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 — 78% of 2.5Y peak

78% of all-time peak
21 funds currently hold this stock — 78% of the 2.5-year high of 27 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 22% fewer funds vs a year ago

fund count last 6Q
6 fewer hedge funds hold CPLS compared to a year ago (-22% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 52% buying

14 buying13 selling
Last quarter: 14 funds bought or added vs 13 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 — ~2 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 2 → 4 → 5 → 2. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 14% entered in last year

■ 5% conviction (2yr+) ■ 81% medium ■ 14% new
Only 1 funds (5%) 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 — ~2 new funds/quarter

22 → 2 → 4 → 5 → 2 new funds/Q
New funds entering each quarter: 2 → 4 → 5 → 2. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 76% of holders entered in last year

■ 10% veterans ■ 14% 1-2yr ■ 76% new
Of 21 current holders: 16 (76%) 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 — 94% AUM from top-100 funds

94% from top-100 AUM funds
11 of 21 holders are among the 100 largest funds by AUM, controlling 94% of total institutional value in CPLS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.3
out of 10
Low Exit Risk
Exit risk score 2.3/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 — CPLS

In 2026 Q1, 14 hedge funds were net buyers of CPLS (2 opened a new position, 12 added to an existing one), while 13 reduced or exited (5 trimmed, 8 sold completely) — a 52% buyer ratio, indicating a slight buying edge. 94% of total institutional value in CPLS is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -6 funds (more exits than new entries). Total institutional holders: 21.

Hedge Fund Ownership: CPLS

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

Market Analysis: CPLS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CPLS

-- --

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

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

Signal Freshness measures how much CPLS has moved relative to its sector benchmark (SPY) since the 2026 Q1 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 March 31, 2026 · 79d ago
CPLS
-0.6%
SPY
+13.9%

CPLS outperformed SPY by -14.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
CPLS
+1.0%
SPY
+0.2%

Since the filing became public, CPLS outperformed SPY by +0.8% .

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.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: CPLS
21 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 21 27 -22.22%
13F Shares 4M 3M 12.99%
Total Value $137M $122M 12.52%
New Positions 2 5 -3
Increased Positions 12 13 -1
Closed Positions 8 2 +6
Reduced Positions 5 6 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CPLS

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Financial Highlights

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Institutional Holders (2026 Q1)

21 + investors

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

QUARTER:
Top 21 CPLS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Valley Wealth Managers, INC. 0.14% 62,262 $2.2M
2 Medallion Wealth Advisors, LLC 0.05% 2,883 $102K
3 Alliancebernstein L.P. 0.02% 1,760,935 $62.6M
4 LGT Financial Advisors LLC 0.02% 89 $3K
5 LPL Financial LLC 0.01% 1,527,159 $53.9M
6 Kestra Advisory Services, LLC 0.01% 48,322 $1.7M
7 Private Trust Co NA 0.00% 768 $27K
8 Osaic Holdings, INC. 0.00% 29,111 $1.0M
9 Envestnet Asset Management Inc 0.00% 147,914 $5.2M
10 Raymond James Financial Inc 0.00% 92,818 $3.3M
11 Royal Bank of Canada 0.00% 119,771 $4.2M
12 Cetera Investment Advisers 0.00% 7,527 $266K
13 Focus Partners Wealth 0.00% 5,695 $201K
14 Citadel Advisors LLC 0.00% 29,620 $1.0M
15 Jane Street Group, LLC 0.00% 12,785 $451K
16 Goldman Sachs Group Inc 0.00% 12,939 $456K
17 Cwm, LLC 0.00% 463 $16K
18 Morgan Stanley 0.00% 7,841 $277K
19 Jones Financial Companies Lllp 0.00% 661 $23K
20 Wells Fargo & Company/Mn 0.00% 399 $14K
21 UBS Group AG 0.00% 265 $9K
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 (CPLS)

What does the Smart Money Trend signal show for CPLS?

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

Slight buying edge — 52% buying: Last quarter: 14 funds bought or added vs 13 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 CPLS holders?

Elite ownership — 94% AUM from top-100 funds: 11 of 21 holders are among the 100 largest funds by AUM, controlling 94% of total institutional value in CPLS. 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 CPLS?

Mostly new holders — 14% entered in last year: Only 1 funds (5%) 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 (CPLS) following the 2026 Q1 hedge fund 13F filings?

As of today, CPLS has moved +1.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +0.8%. Since the quarter end (March 31, 2026), CPLS has gained -0.6% vs +13.9% 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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