Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

NEW YORK LIFE INVESTMENTS ET (IQSU)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -3
Streak
1Q ▼
Buyers last Q
41%

Smart Money Signals — IQSU

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 IQSU 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 — 77% of 3.0Y peak

77% of all-time peak
20 funds currently hold this stock — 77% of the 3.0-year high of 26 funds (reached 2024 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 20% fewer funds vs a year ago

fund count last 6Q
5 fewer hedge funds hold IQSU compared to a year ago (-20% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 41% buying

9 buying13 selling
Last quarter: 13 funds reduced or exited vs 9 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~2 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 1 → 4 → 4 → 2. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 40% medium ■ 10% new
10 out of 20 hedge funds have held IQSU for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~2 new funds/quarter

2 → 1 → 4 → 4 → 2 new funds/Q
New funds entering each quarter: 1 → 4 → 4 → 2. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 60% of holders stayed 2+ years

■ 60% veterans ■ 30% 1-2yr ■ 10% new
Of 20 current holders: 12 (60%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 5% AUM from top-100

5% from top-100 AUM funds
7 of 20 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
2.5
out of 10
Low Exit Risk
Exit risk score 2.5/10 — 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 — IQSU

In 2026 Q1, 9 hedge funds were net buyers of IQSU (2 opened a new position, 7 added to an existing one), while 13 reduced or exited (8 trimmed, 5 sold completely) — a 41% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: -3 funds (more exits than new entries). Total institutional holders: 20.

Hedge Fund Ownership: IQSU

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

Market Analysis: IQSU

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IQSU

-- --

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

Is It Too Late to Buy NEW YORK LIFE INVESTMENTS ET (IQSU) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much IQSU 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 · 64d ago
IQSU
+21.2%
SPY
+16.8%

IQSU outperformed SPY by +4.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 19d ago
IQSU
+2.7%
SPY
+2.7%

Since the filing became public, IQSU 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.

2 top-rated funds 1 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: IQSU
20 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 20 23 -13.04%
13F Shares 5M 4M 27.66%
Total Value $271M $227M 19.22%
New Positions 2 4 -2
Increased Positions 7 8 -1
Closed Positions 5 4 +1
Reduced Positions 8 7 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IQSU

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Financial Highlights

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Institutional Holders (2026 Q1)

20 + investors

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

QUARTER:
Top 20 institutional holders of IQSU — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 NEW YORK LIFE INVESTMENT MANAGEMENT LLC 2.13% 4,916,364 $251.8M
2 Paul R. Ried Financial Group, LLC 0.45% 18,893 $967K
3 Palisades Hudson Asset Management, L.P. 0.10% 5,180 —
4 Waterloo Capital, L.P. 0.06% 17,718 $907K
5 Financial Gravity Asset Management, Inc. 0.04% 4,464 $229K
6 Rossby Financial, LCC 0.03% 3,243 $168K
7 CAPTRUST FINANCIAL ADVISORS 0.00% 50,150 $2.6M
8 ENVESTNET ASSET MANAGEMENT INC 0.00% 132,210 $6.8M
9 Private Advisor Group, LLC 0.00% 6,831 $350K
10 TWO SIGMA INVESTMENTS, LP 0.00% 24,300 $1.2M
11 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% 2,004 $103K
12 GOLDMAN SACHS GROUP INC 0.00% 50,398 $2.6M
13 LPL Financial LLC 0.00% 18,706 $958K
14 IFP Advisors, Inc 0.00% 220 $11K
15 RAYMOND JAMES FINANCIAL INC 0.00% 10,521 $539K
16 BANK OF AMERICA CORP /DE/ 0.00% 35,629 $1.8M
17 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% 1,891 $97K
18 OSAIC HOLDINGS, INC. 0.00% 634 $33K
19 MORGAN STANLEY 0.00% 1,788 $92K
20 FMR LLC 0.00% 94 $5K
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 — NEW YORK LIFE INVESTMENTS ET (IQSU)

What does the Smart Money Trend signal show for IQSU?

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

More sellers than buyers — 41% buying: Last quarter: 13 funds reduced or exited vs 9 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for IQSU holders?

Smaller funds dominant — 5% AUM from top-100: 7 of 20 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held IQSU?

50% of holders stayed for 2+ years: 10 out of 20 hedge funds have held IQSU for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy NEW YORK LIFE INVESTMENTS ET (IQSU) following the 2026 Q1 hedge fund 13F filings?

As of today, IQSU has moved +2.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.7% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (March 31, 2026), IQSU has gained +21.2% vs +16.8% 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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