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AB US Low Volatility Equity ETF

20 hedge funds and large institutions have $193M invested in AB US Low Volatility Equity ETF in 2026 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 3

13% more capital invested

Capital invested by funds: $170M → $193M (+$22.9M)

6.08% more ownership

Funds ownership: 98.59%104.67% (+6.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

13% less funds holding

Funds holding: 2320 (-3)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
20
Holders Change
-3
Holders Change %
-13.04%
% of All Funds
0.25%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
8
Reduced
3
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$127M +$7.37M +95,251 +6%
LPL Financial
2
LPL Financial
California
$23M +$5.35M +69,209 +29%
WWMSC
3
Wagner Wealth Management (South Carolina)
South Carolina
$11.9M +$615K +7,960 +5%
AWA
4
Arkadios Wealth Advisors
Georgia
$11.6M +$12.2M +157,336 New
IFPG
5
Intrepid Financial Planning Group
Indiana
$8.77M -$30.5K -394 -0.3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$3.22M +$1.73M +22,375 +105%
GC
7
GFG Capital
Florida
$2.81M -$128K -1,651 -4%
RA
8
Rubicon Advisors
California
$1.92M +$1.68M +21,764 +515%
SEIA
9
Signature Estate & Investment Advisors
California
$1.61M +$178K +2,298 +12%
Citadel Advisors
10
Citadel Advisors
Florida
$552K +$161K +2,078 +39%
WWM
11
Western Wealth Management
Colorado
$223K
MCM
12
MAI Capital Management
Ohio
$164K +$171K +2,215 New
AWM
13
AE Wealth Management
Kansas
$139K +$146K +1,885 New
GWM
14
Geneos Wealth Management
Colorado
$133K
Osaic Holdings
15
Osaic Holdings
Arizona
$95.2K -$60.5K -782 -38%
PTC
16
Private Trust Company
Ohio
$14K +$13.8K +179 +1,627%
Wells Fargo
17
Wells Fargo
California
$8.35K
UBS Group
18
UBS Group
Switzerland
$7.31K +$7.66K +99 New
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$5.84K
CFD
20
Creative Financial Designs
Indiana
$2.9K
Raymond James Financial
21
Raymond James Financial
Florida
-$2.39M -30,526 Closed
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
-$239K -3,055 Closed
HWA
23
Heritage Wealth Advisors
Virginia
-$165K -2,105 Closed
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
-$41K -522 Closed
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
-$9.87K -126 Closed

LOWV Hedge Fund Activity: Q1 2026 in Review

20 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in AB US Low Volatility Equity ETF (LOWV) for Q1 2026, worth a combined $193M — up 13% from $170M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of LOWV and 4 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 8 added.

The largest buyer was Arkadios Wealth Advisors, opening a new position worth an estimated $12.2M. The largest seller was Raymond James Financial, exiting entirely with an estimated $2.39M sold.

  • 20 institutional investors held AB US Low Volatility Equity ETF (LOWV) as of Q1 2026, down from 23 in Q4 2025.
  • Funds reported $193M of AB US Low Volatility Equity ETF stock for Q1 2026, up 13% quarter-over-quarter.
  • 4 funds opened new AB US Low Volatility Equity ETF positions in Q1 2026 and 6 closed out, a net change of -2 holders.
  • The largest AB US Low Volatility Equity ETF buyer in Q1 2026 was Arkadios Wealth Advisors, an estimated $12.2M added.
  • The largest AB US Low Volatility Equity ETF seller in Q1 2026 was Raymond James Financial, an estimated $2.39M sold.

Based on aggregated 13F filings for Q1 2026.