Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

NEW YORK LIFE INVTS ACTIVE E (MMIT)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +25
Streak
7Q ▲
Buyers last Q
76%

Smart Money Signals — MMIT

Based on 143 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q
For 7 consecutive quarters, more hedge funds added MMIT 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
143 hedge funds hold MMIT 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 — +40% more funds vs a year ago

fund count last 6Q
+41 new funds entered over the past year (+40% 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 — 76% buying

107 buying33 selling
Last quarter: 107 funds were net buyers (33 opened a brand new position + 74 added to an existing one). Only 33 were sellers (25 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+14 vs last Q)

new funds entering per quarter
Funds opening a new MMIT position: 17 → 15 → 19 → 33. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

46% of holders stayed for 2+ years

■ 46% conviction (2yr+) ■ 23% medium ■ 31% new
66 out of 143 hedge funds have held MMIT 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.
🚀

Acceleration phase — new buyers rushing in

18 → 17 → 15 → 19 → 33 new funds/Q
New funds entering each quarter: 17 → 15 → 19 → 33. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 43% of holders stayed 2+ years

■ 43% veterans ■ 14% 1-2yr ■ 43% new
Of 143 current holders: 62 (43%) 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.
✅

Strong quality — 31% AUM from major funds

31% from top-100 AUM funds
11 of 143 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — 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.

Hedge Fund Ownership: MMIT

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

Market Analysis: MMIT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MMIT

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 4 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
3.0
/ 10
conviction
Hedge Fund Positioning: MMIT
2026 Q1 Stats Unlock in 21 days 143 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 143 118 21.19%
13F Shares 46M 41M 12.92%
Total Value $1.13B $1000M 13.06%
New Positions 33 19 +14
Increased Positions 74 60 +14
Closed Positions 8 12 -4
Reduced Positions 25 32 -7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MMIT

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Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

143 + investors

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

Top 25 institutional holders of MMIT — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 IAG Wealth Partners, LLC 5.13% 1,905,068 $45.9M
2 INVENIO WEALTH PARTNERS LLC 3.92% 410,043 $9.9M
3 Orgel Wealth Management, LLC 3.41% 6,575,324 $158.5M
4 Smallwood Wealth Investment Management, LLC 2.09% 164,809 $4.0M
5 Hapanowicz & Associates Financial Services, Inc 0.93% 96,580 $2.3M
6 Clear Trail Advisors, LLC 0.80% 198,526 $4.8M
7 Evergreen Private Wealth LLC 0.76% 77,680 $1.9M
8 Bernardo Wealth Planning LLC 0.75% 158,460 $3.8M
9 Brady Martz Wealth Solutions, LLC 0.72% 174,972 $4.2M
10 VICUS CAPITAL 0.67% 379,865 $9.2M
11 TruWealth Advisors, LLC 0.62% 534,964 $12.9M
12 Landmark Wealth Management, LLC 0.58% 89,649 $2.2M
13 Pallas Capital Advisors LLC 0.53% 582,715 $14.0M
14 MassMutual Private Wealth & Trust, FSB 0.29% 445,536 $10.7M
15 Dynamic Advisor Solutions LLC 0.27% 353,375 $8.5M
16 Narus Financial Partners, LLC 0.25% 40,038 $965K
17 Cypress Point Wealth Management, LLC 0.24% 46,947 $1.1M
18 Golden State Wealth Management, LLC 0.21% 79,857 $1.9M
19 SWMG, LLC 0.19% 27,995 $675K
20 AdvisorNet Financial, Inc 0.18% 141,443 $3.4M
21 Curran Financial Partners, LLC 0.17% 39,077 $942K
22 Opes Wealth Management LLC 0.17% 42,535 $1.0M
23 Avior Wealth Management, LLC 0.17% 242,530 $5.8M
24 Sunpointe, LLC 0.16% 20,799 $501K
25 SAXON INTERESTS, INC. 0.15% 18,407 $444K
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 (MMIT)

What does the Smart Money Trend signal show for MMIT?

Buying streak — 7 quarters in a row: For 7 consecutive quarters, more hedge funds added MMIT 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 MMIT?

More buyers than sellers — 76% buying: Last quarter: 107 funds were net buyers (33 opened a brand new position + 74 added to an existing one). Only 33 were sellers (25 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for MMIT holders?

Strong quality — 31% AUM from major funds: 11 of 143 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held MMIT?

46% of holders stayed for 2+ years: 66 out of 143 hedge funds have held MMIT 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.