AB US Low Volatility Equity ETF
LOWV
11 hedge funds and large institutions have $92.8M invested in AB US Low Volatility Equity ETF in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
200% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 2
28% more capital invested
Capital invested by funds: $72.4M → $92.8M (+$20.5M)
10% more funds holding
Funds holding: 10 → 11 (+1)
1.82% more ownership
Funds ownership: 92.58% → 94.39% (+1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$10.8M |
| 2 |
IFPG
Intrepid Financial Planning Group
Carmel,
Indiana
|
+$7.28M |
| 3 |
GC
GFG Capital
Miami,
Florida
|
+$2.75M |
| 4 |
WWMSC
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
+$605K |
| 5 |
LPL Financial
San Diego,
California
|
+$489K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
-$478K |
| 2 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$203K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$20.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
AllianceBernstein
Nashville,
Tennessee
| $64.3M | +$10.8M | +150,710 | +20% |
|
|
WWMSC
2
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| $9.2M | +$605K | +8,475 | +7% |
|
|
3
LPL Financial
San Diego,
California
| $8.24M | +$489K | +6,856 | +6% |
|
|
IFPG
4
Intrepid Financial Planning Group
Carmel,
Indiana
| $7.12M | +$7.28M | +102,075 | New |
|
|
GC
5
GFG Capital
Miami,
Florida
| $2.69M | +$2.75M | +38,603 | New |
|
6
Envestnet Asset Management
Chicago,
Illinois
| $592K | +$212K | +2,972 | +54% |
|
|
7
TIAA Trust, National Association
Charlotte,
North Carolina
| $298K | -$478K | -6,706 | -61% |
|
|
GWM
8
Geneos Wealth Management
Englewood,
Colorado
| $216K | +$157K | +2,200 | +244% |
|
9
Bank of America
Charlotte,
North Carolina
| $84.8K | +$86.8K | +1,216 | New |
|
10
Osaic Holdings
Scottsdale,
Arizona
| $45.2K | +$27.8K | +390 | +151% |
|
|
11
UBS Group
Zurich,
Switzerland
| $18.6K | -$20.6K | -289 | -52% |
|
|
12
Envestnet Portfolio Solutions
Chicago,
Illinois
| – | -$203K | -2,887 | Closed |
|
LOWV Hedge Fund Activity: Q1 2025 in Review
11 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in AB US Low Volatility Equity ETF (LOWV) for Q1 2025, worth a combined $92.8M — up 28% from $72.4M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new LOWV positions and 1 closed out — a net gain of 2 holders — while 6 added to existing stakes and 2 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $10.8M. The largest seller was TIAA Trust, National Association, cutting an estimated $478K.
- 11 institutional investors held AB US Low Volatility Equity ETF (LOWV) as of Q1 2025, up from 10 in Q4 2024.
- Funds reported $92.8M of AB US Low Volatility Equity ETF stock for Q1 2025, up 28% quarter-over-quarter.
- 3 funds opened new AB US Low Volatility Equity ETF positions in Q1 2025 and 1 closed out, a net change of +2 holders.
- The largest AB US Low Volatility Equity ETF buyer in Q1 2025 was AllianceBernstein, an estimated $10.8M added.
- The largest AB US Low Volatility Equity ETF seller in Q1 2025 was TIAA Trust, National Association, an estimated $478K sold.
Based on aggregated 13F filings for Q1 2025.