Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ab Active Etfs Inc (LOWV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
48%

Smart Money Signals — LOWV

Based on 20 hedge funds · latest filing: 2026 Q2 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
📊

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 — +67% more funds vs a year ago

fund count last 6Q
+8 new funds entered over the past year (+67% 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 sellers than buyers — 48% buying

11 buying12 selling
Last quarter: 12 funds reduced or exited vs 11 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 — ~6 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 10 → 4 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 45% entered in last year

■ 15% conviction (2yr+) ■ 40% medium ■ 45% new
Only 3 funds (15%) 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.
📊

Peak discovery — momentum slowing

2 → 3 → 10 → 4 → 6 new funds/Q
New funds entering each quarter: 3 → 10 → 4 → 6. LOWV is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🌱

Early stage — 55% of holders entered in last year

■ 10% veterans ■ 35% 1-2yr ■ 55% new
Of 20 current holders: 11 (55%) 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 — 84% AUM from top-100 funds

84% from top-100 AUM funds
4 of 20 holders are among the 100 largest funds by AUM, controlling 84% 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.
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 — LOWV

In 2026 Q2, 11 hedge funds were net buyers of LOWV (6 opened a new position, 5 added to an existing one), while 12 reduced or exited (6 trimmed, 6 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. 84% of total institutional value in LOWV is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 20.

Hedge Fund Ownership: LOWV

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

Market Analysis: LOWV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: LOWV

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: LOWV
20 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 20 20 -
13F Shares 2M 3M -0.78%
Total Value $188M $193M -2.34%
New Positions 6 4 +2
Increased Positions 5 8 -3
Closed Positions 6 6 -
Reduced Positions 6 3 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: LOWV

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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:
Top 20 LOWV holders by conviction (% of portfolio weight) — 2026 Q2 · 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?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for LOWV?

More sellers than buyers — 48% buying: Last quarter: 12 funds reduced or exited vs 11 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 LOWV holders?

Elite ownership — 84% AUM from top-100 funds: 4 of 20 holders are among the 100 largest funds by AUM, controlling 84% 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 — 45% entered in last year: Only 3 funds (15%) 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.

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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