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AB US Low Volatility Equity ETF

23 hedge funds and large institutions have $170M invested in AB US Low Volatility Equity ETF in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 1

250% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 2

77% more funds holding

Funds holding: 1323 (+10)

15% more capital invested

Capital invested by funds: $148M → $170M (+$21.6M)

4.24% more ownership

Funds ownership: 94.35%98.59% (+4.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
23
Holders Change
+10
Holders Change %
+76.92%
% of All Funds
0.28%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
7
Reduced
2
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$119M +$14.3M +182,011 +14%
LPL Financial
2
LPL Financial
California
$18.9M +$1.03M +13,100 +6%
WWMSC
3
Wagner Wealth Management (South Carolina)
South Carolina
$12M +$411K +5,239 +4%
IFPG
4
Intrepid Financial Planning Group
Indiana
$9.33M +$834K +10,632 +10%
GC
5
GFG Capital
Florida
$3.11M +$26K +331 +0.8%
Raymond James Financial
6
Raymond James Financial
Florida
$2.39M +$2.4M +30,526 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.67M +$181K +2,306 +12%
SEIA
8
Signature Estate & Investment Advisors
California
$1.52M +$1.53M +19,456 New
Citadel Advisors
9
Citadel Advisors
Florida
$423K +$423K +5,393 New
RA
10
Rubicon Advisors
California
$331K +$332K +4,228 New
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$239K +$240K +3,055 New
WWM
12
Western Wealth Management
Colorado
$237K +$237K +3,020 New
HWA
13
Heritage Wealth Advisors
Virginia
$165K +$165K +2,105 New
Osaic Holdings
14
Osaic Holdings
Arizona
$162K -$7.69K -98 -5%
GWM
15
Geneos Wealth Management
Colorado
$141K
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$41K +$41K +522 New
GRP
17
Global Retirement Partners
California
$22.3K -$314 -4 -1%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$9.87K
Wells Fargo
19
Wells Fargo
California
$8.86K +$8.87K +113 New
VR
20
Vision Retirement
New Jersey
$8.62K +$8.63K +110 New
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$6K +$6.2K +79 New
CFD
22
Creative Financial Designs
Indiana
$3.07K +$78 +1 +3%
PTC
23
Private Trust Company
Ohio
$862
GWSG
24
GPS Wealth Strategies Group
Colorado
-$11.8K -150 Closed

LOWV Hedge Fund Activity: Q4 2025 in Review

23 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in AB US Low Volatility Equity ETF (LOWV) for Q4 2025, worth a combined $170M — up 15% from $148M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new LOWV positions and 1 closed out — a net gain of 10 holders — while 7 added to existing stakes and 2 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $14.3M. The largest seller was GPS Wealth Strategies Group, exiting entirely with an estimated $11.8K sold.

  • 23 institutional investors held AB US Low Volatility Equity ETF (LOWV) as of Q4 2025, up from 13 in Q3 2025.
  • Funds reported $170M of AB US Low Volatility Equity ETF stock for Q4 2025, up 15% quarter-over-quarter.
  • 11 funds opened new AB US Low Volatility Equity ETF positions in Q4 2025 and 1 closed out, a net change of +10 holders.
  • The largest AB US Low Volatility Equity ETF buyer in Q4 2025 was AllianceBernstein, an estimated $14.3M added.
  • The largest AB US Low Volatility Equity ETF seller in Q4 2025 was GPS Wealth Strategies Group, an estimated $11.8K sold.

Based on aggregated 13F filings for Q4 2025.