Stock Analysis

LEGG MASON ETF INVT (LVHI)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +30
Streak
1Q ▲
Buyers last Q
75%

Smart Money Signals — LVHI

Based on 230 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈 Buying streak — 1 quarter in a row
For 1 consecutive quarter, more hedge funds added this stock 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 trade.
🏔️ At the ownership peak (100% of max)
230 hedge funds hold this stock 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 'crowded trade' — high ownership doesn't mean safe.
🚀 Fast accumulation — +60% more funds vs a year ago
+86 new funds entered over the past year (+60% 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 — 75% buying
Last quarter: 171 funds were net buyers (43 opened a brand new position + 128 added to an existing one). Only 57 were sellers (44 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.
📈 More new buyers each quarter (+23 vs last Q)
Funds opening this position for the first time: 50 → 41 → 20 → 43. A growing number of new institutional buyers means the stock is still being discovered — the opportunity hasn't been fully priced in.
📌 Mixed — 33% long-term, 31% new
Of the 230 current holders: 75 (33%) held >2 years, 84 held 1–2 years, and 71 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Hedge Fund Ownership: LVHI

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

Market Analysis: LVHI

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Analyst Price Targets

-- Low
-- High
-- Average
-- Current

Analyst Recommendations

Stock Performance

Real-time

Company Profile: LVHI

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Hedge Fund Positioning: LVHI
230 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 230 200 15.0%
13F Shares 56M 54M 2.68%
Total Value $2.05B $1.89B 8.83%
New Positions 43 20 +23
Increased Positions 128 110 +18
Closed Positions 13 26 -13
Reduced Positions 44 54 -10
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: LVHI

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Financial Highlights

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Institutional Holders (2025 Q4)
230 + investors

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

Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy
Price
13F Score™ 3Y / 7Y Shares Mkt Value Change Change % Source Quarter Filed