Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ab Active Etfs Inc (SYFI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
8Q ▲
Buyers last Q
57%

Smart Money Signals — SYFI

Based on 87 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 SYFI 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
87 hedge funds hold SYFI 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 — +45% more funds vs a year ago

fund count last 6Q
+27 new funds entered over the past year (+45% 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.
🟡

Slight buying edge — 57% buying

43 buying33 selling
Last quarter: 43 funds bought or added vs 33 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~13 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 12 → 10 → 13 → 13. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 32% entered in last year

■ 1% conviction (2yr+) ■ 67% medium ■ 32% new
Only 1 funds (1%) 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.
📈

Growing discovery — still being found

11 → 12 → 10 → 13 → 13 new funds/Q
New funds entering each quarter: 12 → 10 → 13 → 13. A growing number of institutions are discovering SYFI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 1% veterans, 52% new entrants

■ 1% veterans ■ 47% 1-2yr ■ 52% new
Of 87 current holders: 1 (1%) held 2+ years, 41 held 1–2 years, 45 (52%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 61% AUM from top-100 funds

61% from top-100 AUM funds
15 of 87 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in SYFI. 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 — SYFI

In 2026 Q1, 43 hedge funds were net buyers of SYFI (13 opened a new position, 30 added to an existing one), while 33 reduced or exited (29 trimmed, 4 sold completely) — a 57% buyer ratio, indicating a slight buying edge. This marks 8 consecutive quarters of net institutional buying — a persistent conviction signal. 61% of total institutional value in SYFI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +9 funds (more new holders than closures). Total institutional holders: 87.

Hedge Fund Ownership: SYFI

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

Market Analysis: SYFI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SYFI

-- --

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

Is It Too Late to Buy Ab Active Etfs Inc (SYFI) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SYFI has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 81d ago
SYFI
nan%
SPY
+15.1%

SYFI outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
SYFI
nan%
SPY
+1.3%

Since the filing became public, SYFI outperformed SPY by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 4 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
3.1
/ 10
conviction
Hedge Fund Positioning: SYFI
87 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 87 78 11.54%
13F Shares 21M 20M 7.12%
Total Value $758M $702M 7.96%
New Positions 13 13 -
Increased Positions 30 34 -4
Closed Positions 4 5 -1
Reduced Positions 29 20 +9
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SYFI

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Financial Highlights

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Institutional Holders (2026 Q1)

87 + investors

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

QUARTER:
Top 25 SYFI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Wagner Wealth Management, LLC 8.88% 1,238,146 $44.0M
2 Solano Wealth Investment Advisors LLC 7.42% 419,317 $14.9M
3 Stonebridge Financial Group, LLC / MO 3.00% 100,341 $3.6M
4 RMR Capital Management, LLC 2.90% 113,177 $4.0M
5 Huntleigh Advisors, Inc. 2.26% 372,623 $13.2M
6 Next Level Private LLC 1.92% 238,836 $8.5M
7 Focused Alpha, LLC 1.74% 158,612 $5.6M
8 NewEdge Advisors, LLC 1.12% 264,402 $24.1M
9 Arkadios Wealth Advisors 0.75% 1,299,942 $46.2M
10 Tme Financial, INC. 0.54% 22,134 $786K
11 KPP Advisory Services LLC 0.47% 91,078 $3.2M
12 PMG Wealth Management, Inc. 0.40% 15,500 $548K
13 Alterna Wealth Management, Inc 0.38% 14,149 $503K
14 Magnolia Capital Advisors LLC 0.27% 39,066 $1.4M
15 Tortuga Wealth Management, Inc 0.27% 7,027 $253K
16 Kennedy Investment Group, INC. 0.21% 15,338 $545K
17 Great Valley Advisor Group, INC. 0.21% 320,820 $11.4M
18 Quantum Private Wealth, LLC 0.20% 18,366 $652K
19 Centerpoint Advisory Group 0.18% 6,570 $233K
20 WPG Advisers, LLC 0.14% 5,211 $185K
21 Capital Investment Advisory Services, LLC 0.13% 49,352 $1.8M
22 Oppenheimer Asset Management INC. 0.12% 290,692 $10.3M
23 Mgo One Seven LLC 0.10% 142,337 $5.1M
24 Alliancebernstein L.P. 0.05% 4,566,670 $164.1M
25 Encompass More Asset Management 0.05% 8,036 $285K
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 (SYFI)

What does the Smart Money Trend signal show for SYFI?

Buying streak — 8 quarters in a row: For 8 consecutive quarters, more hedge funds added SYFI 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 SYFI?

Slight buying edge — 57% buying: Last quarter: 43 funds bought or added vs 33 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SYFI holders?

Elite ownership — 61% AUM from top-100 funds: 15 of 87 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in SYFI. 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 SYFI?

Mostly new holders — 32% entered in last year: Only 1 funds (1%) 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.

Is it too late to buy Ab Active Etfs Inc (SYFI) following the 2026 Q1 hedge fund 13F filings?

As of today, SYFI has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), SYFI has gained nan% vs +15.1% 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.

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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