New York Life Invts Active E (IWLG): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

New York Life Invts Active E (IWLG)

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

Smart Money Signals — IWLG

Based on 24 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q

For 4 consecutive quarters, more hedge funds added IWLG 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

24 hedge funds hold IWLG 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 — +300% more funds vs a year ago

fund count last 6Q

+18 new funds entered over the past year (+300% 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 — 64% buying

18 buying10 selling

Last quarter: 18 funds were net buyers (6 opened a brand new position + 12 added to an existing one). Only 10 were sellers (5 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 1 → 4 → 13 → 6. 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 — 75% entered in last year

■ 8% conviction (2yr+) ■ 17% medium ■ 75% new

Only 2 funds (8%) 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 — ~6 new funds/quarter

1 → 1 → 4 → 13 → 6 new funds/Q

New funds entering each quarter: 1 → 4 → 13 → 6. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🌱

Early stage — 71% of holders entered in last year

■ 8% veterans ■ 21% 1-2yr ■ 71% new

Of 24 current holders: 17 (71%) entered in the past year, only 2 (8%) 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 — 68% AUM from top-100 funds

68% from top-100 AUM funds

9 of 24 holders are among the 100 largest funds by AUM, controlling 68% of total institutional value in IWLG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

6.9

out of 10

Moderate Exit Risk

Exit risk score 6.9/10 — 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	24	23	4.35%
13F Shares	14M	13M	5.19%
Total Value	$659M	$713M	-7.5%
New Positions	6	13	-7
Increased Positions	12	7	+5
Closed Positions	5	0	+5
Reduced Positions	5	3	+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

4.35%

13F Shares

14M

13M

5.19%

Total Value

$659M

$713M

-7.5%

New Positions

-7

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

24 + investors

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

QUARTER:

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

Top 22 IWLG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Cullen/Frost Bankers, INC.	1.17%	2,150,058	$102.6M
2	Kesler, Norman & Wride, LLC	0.85%	103,667	$4.9M
3	New York Life Investment Management LLC	0.84%	2,090,380	$99.8M
4	Empirical Asset Management, LLC	0.14%	11,055	$528K
5	Envestnet Asset Management Inc	0.12%	9,238,385	$440.9M
6	Kingswood Wealth Advisors, LLC	0.05%	23,658	$1.1M
7	Kestra Private Wealth Services, LLC	0.01%	8,792	$420K
8	Winch Advisory Services, LLC	0.00%	334	$16K
9	Rockefeller Capital Management L.P.	0.00%	35,680	$1.7M
10	HighTower Advisors, LLC	0.00%	31,277	$1.5M
11	International Assets Investment Management, LLC	0.00%	382	$18K
12	Kestra Advisory Services, LLC	0.00%	5,445	$260K
13	LPL Financial LLC	0.00%	22,763	$1.1M
14	Citadel Advisors LLC	0.00%	33,834	$1.6M
15	Blue Trust, Inc.	0.00%	384	$18K
16	Raymond James Financial Inc	0.00%	11,956	$571K
17	Goldman Sachs Group Inc	0.00%	23,995	$1.1M
18	Jones Financial Companies Lllp	0.00%	4,651	$216K
19	Jane Street Group, LLC	0.00%	9,591	$458K
20	Susquehanna International Group, LLP	0.00%	10,275	$490K
21	Royal Bank of Canada	0.00%	236	$11K
22	Wells Fargo & Company/Mn	0.00%	1	—

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 Invts Active E (IWLG)

What does the Smart Money Trend signal show for IWLG?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added IWLG 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 IWLG?

More buyers than sellers — 64% buying: Last quarter: 18 funds were net buyers (6 opened a brand new position + 12 added to an existing one). Only 10 were sellers (5 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IWLG holders?

Elite ownership — 68% AUM from top-100 funds: 9 of 24 holders are among the 100 largest funds by AUM, controlling 68% of total institutional value in IWLG. 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 IWLG?

Mostly new holders — 75% entered in last year: Only 2 funds (8%) 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 New York Life Invts Active E (IWLG) following the 2026 Q2 hedge fund 13F filings?

Since the quarter end (June 30, 2026), IWLG has gained -0.8% vs -0.2% 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.

Market Cap	--
Enterprise Value	--
Trailing P/E	--
Forward P/E	--
PEG Ratio (5yr expected)	--
Price/Sales (ttm)	--
Price/Book (mrq)	--
Enterprise Value/Revenue	--
Enterprise Value/EBITDA	--
Beta (5Y Monthly)	--
Short Ratio (Days to Cover)	--
Short % of Float	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

New York Life Invts Active E (IWLG)

Smart Money Signals — IWLG

Buying streak — 4 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +300% more funds vs a year ago

More buyers than sellers — 64% buying

Fewer new buyers each quarter (-7 vs last Q)

Mostly new holders — 75% entered in last year

Steady discovery — ~6 new funds/quarter

Early stage — 71% of holders entered in last year

Elite ownership — 68% AUM from top-100 funds

Institutional Sentiment Summary — IWLG

Hedge Fund Ownership: IWLG

Market Analysis: IWLG

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IWLG

Is It Too Late to Buy New York Life Invts Active E (IWLG) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: IWLG

Statistics: IWLG

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — New York Life Invts Active E (IWLG)

Welcome to 13Foresight!