Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

NEW YORK LIFE INVTS ACTIVE E (MMIN)

60 + Investors. Track Smart Money conviction in MMIN. 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
↑ +6
Streak
3Q ▲
Buyers last Q
63%

Smart Money Signals — MMIN

Based on 60 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added MMIN 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
60 hedge funds hold MMIN 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.
📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q
+6 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 63% buying

34 buying20 selling
Last quarter: 34 funds were net buyers (10 opened a brand new position + 24 added to an existing one). Only 20 were sellers (16 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~10 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 9 → 7 → 10. 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+) 30% medium 20% new
30 out of 60 hedge funds have held MMIN 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 — ~10 new funds/quarter

9 → 3 → 9 → 7 → 10 new funds/Q
New funds entering each quarter: 3 → 9 → 7 → 10. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 62% of holders stayed 2+ years

62% veterans 8% 1-2yr 30% new
Of 60 current holders: 37 (62%) 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.
🏆

Elite ownership — 58% AUM from top-100 funds

58% from top-100 AUM funds
8 of 60 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in MMIN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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.

Hedge Fund Ownership: MMIN

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

Market Analysis: MMIN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MMIN

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 1 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: MMIN
2026 Q1 Stats Unlock in 11 days 60 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 60 54 11.11%
13F Shares 10M 10M 7.93%
Total Value $247M $228M 8.52%
New Positions 10 7 +3
Increased Positions 24 19 +5
Closed Positions 4 5 -1
Reduced Positions 16 23 -7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MMIN

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Institutional Holders (2026 Q1)

60 + investors

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

Top 25 institutional holders of MMIN — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 ACT Advisors, LLC. 5.60% 555,403 $13.2M
2 CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 2.56% 700,318 $16.6M
3 Fluent Financial, LLC 2.32% 263,627 $6.3M
4 RTD Financial Advisors, Inc. 1.46% 501,916 $11.9M
5 Hilton Head Capital Partners, LLC 0.89% 66,344 $1.6M
6 Econ Financial Services Corp 0.76% 68,857 $1.6M
7 Purus Wealth Management, LLC 0.51% 67,562 $1.6M
8 BCS Wealth Management 0.32% 65,735 $1.6M
9 Pallas Capital Advisors LLC 0.31% 352,415 $8.4M
10 Landmark Wealth Management, LLC 0.18% 28,830 $684K
11 Golden State Wealth Management, LLC 0.18% 67,620 $1.6M
12 Paulson Wealth Management Inc. 0.17% 30,788 $730K
13 Millstone Evans Group, LLC 0.08% 5,673 $135K
14 Syntegra Private Wealth Group, LLC 0.05% 21,594 $512K
15 SHP Wealth Management 0.04% 21,249 $504K
16 Narwhal Capital Management 0.03% 19,660 $466K
17 Cooper Financial Group 0.03% 12,252 $290K
18 Claro Advisors Inc. 0.03% 9,000 $213K
19 Wealthcare Advisory Partners LLC 0.02% 36,900 $875K
20 Physician Wealth Advisors, Inc. 0.01% 3,277 $78K
21 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% 117,644 $2.8M
22 Stratos Wealth Partners, LTD. 0.00% 15,600 $370K
23 Private Advisor Group, LLC 0.00% 37,332 $885K
24 Sanctuary Advisors, LLC 0.00% 22,870 $542K
25 LPL Financial LLC 0.00% 459,055 $10.9M
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 (MMIN)

What does the Smart Money Trend signal show for MMIN?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added MMIN 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 MMIN?

More buyers than sellers — 63% buying: Last quarter: 34 funds were net buyers (10 opened a brand new position + 24 added to an existing one). Only 20 were sellers (16 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for MMIN holders?

Elite ownership — 58% AUM from top-100 funds: 8 of 60 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in MMIN. 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 MMIN?

50% of holders stayed for 2+ years: 30 out of 60 hedge funds have held MMIN 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.

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.