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

Q: Is it too late to buy New York Life Invts Active E (MMIT) following the 2026 Q1 hedge fund 13F filings?

As of today, MMIT has moved +1.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of +0.7%. Since the quarter end (March 31, 2026), MMIT gained +0.9% vs +14.1% 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.

New York Life Invts Active E (MMIT)

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

Smart Money Signals — MMIT

Based on 157 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q

For 8 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

157 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

+45 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 — 68% buying

106 buying51 selling

Last quarter: 106 funds were net buyers (24 opened a brand new position + 82 added to an existing one). Only 51 were sellers (35 trimmed + 16 sold completely). A clear majority buying is a strong confirmation signal.

⚠️

Fewer new buyers each quarter (-12 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 15 → 21 → 36 → 24. 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.

🔒

46% of holders stayed for 2+ years

■ 46% conviction (2yr+) ■ 22% medium ■ 32% new

72 out of 157 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 → 15 → 21 → 36 → 24 new funds/Q

New funds entering each quarter: 15 → 21 → 36 → 24. 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 — 46% of holders stayed 2+ years

■ 46% veterans ■ 15% 1-2yr ■ 38% new

Of 157 current holders: 73 (46%) 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 — 32% AUM from major funds

32% from top-100 AUM funds

14 of 157 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

4.4

out of 10

Moderate Exit Risk

Exit risk score 4.4/10 — 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	157	149	5.37%
13F Shares	52M	47M	12.52%
Total Value	$1.26B	$1.13B	10.86%
New Positions	24	36	-12
Increased Positions	82	76	+6
Closed Positions	16	10	+6
Reduced Positions	35	26	+9
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

157

149

5.37%

13F Shares

52M

47M

12.52%

Total Value

$1.26B

$1.13B

10.86%

New Positions

-12

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

157 + investors

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

QUARTER:

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

Top 25 MMIT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Schneider Downs Wealth Management Advisors, LP	6.86%	2,579,517	$62.2M
2	IAG Wealth Partners, LLC	5.13%	1,905,068	$45.9M
3	Invenio Wealth Partners LLC	3.92%	410,043	$9.9M
4	Orgel Wealth Management, LLC	3.41%	6,575,324	$158.5M
5	46 Peaks LLC	3.22%	183,500	$4.4M
6	Meeder Advisory Services, Inc.	2.97%	2,944,732	$71.0M
7	GGM Financial LLC	2.75%	248,098	$6.0M
8	Lebenthal Global Advisors, LLC	2.45%	699,548	$16.9M
9	Smallwood Wealth Investment Management, LLC	2.09%	164,809	$4.0M
10	Cornerstone Advisors Asset Management, LLC	2.07%	557,697	$13.4M
11	Darwin Wealth Management, LLC	2.03%	270,300	$6.5M
12	Elyxium Wealth, LLC	1.99%	256,868	$6.2M
13	CFO4Life Group, LLC	1.83%	498,899	$12.0M
14	Clark Wealth Partners	1.55%	95,304	$2.3M
15	Hudock, Inc.	1.46%	412,549	$9.9M
16	Prestige Wealth Management Group LLC	1.15%	241,710	$5.8M
17	Kuhn & Co Investment Counsel	1.02%	65,843	$1.6M
18	Condor Capital Management	1.02%	506,262	$12.2M
19	Hapanowicz & Associates Financial Services, Inc	0.93%	96,580	$2.3M
20	Stronghold Wealth Management L.L.C.	0.92%	25,201	$607K
21	Clear Trail Advisors, LLC	0.80%	198,526	$4.8M
22	Evergreen Private Wealth LLC	0.76%	77,680	$1.9M
23	Bernardo Wealth Planning LLC	0.75%	158,460	$3.8M
24	Brady Martz Wealth Solutions, LLC	0.72%	174,972	$4.2M
25	Vicus Capital	0.67%	379,865	$9.2M

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 — 8 quarters in a row: For 8 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 — 68% buying: Last quarter: 106 funds were net buyers (24 opened a brand new position + 82 added to an existing one). Only 51 were sellers (35 trimmed + 16 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for MMIT holders?

Strong quality — 32% AUM from major funds: 14 of 157 holders rank in the top 100 by AUM, accounting for 32% 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: 72 out of 157 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.

Is it too late to buy New York Life Invts Active E (MMIT) following the 2026 Q1 hedge fund 13F filings?

As of today, MMIT has moved +1.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of +0.7%. Since the quarter end (March 31, 2026), MMIT has gained +0.9% vs +14.1% 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.

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New York Life Invts Active E (MMIT)

Smart Money Signals — MMIT

Buying streak — 8 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +40% more funds vs a year ago

More buyers than sellers — 68% buying

Fewer new buyers each quarter (-12 vs last Q)

46% of holders stayed for 2+ years

Acceleration phase — new buyers rushing in

Deep conviction — 46% of holders stayed 2+ years

Strong quality — 32% AUM from major funds

Institutional Sentiment Summary — MMIT

Hedge Fund Ownership: MMIT

Market Analysis: MMIT

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: MMIT

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

Hedge Fund Positioning: MMIT

Statistics: MMIT

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

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

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