AMERICAN CENTY ETF TR (AVEE): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

AMERICAN CENTY ETF TR (AVEE)

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

Smart Money Signals — AVEE

Based on 24 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds added AVEE 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

24 hedge funds hold AVEE right now — the highest count in 2.2 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 — +85% more funds vs a year ago

fund count last 6Q

+11 new funds entered over the past year (+85% 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 — 76% buying

19 buying6 selling

Last quarter: 19 funds were net buyers (8 opened a brand new position + 11 added to an existing one). Only 6 were sellers (5 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 2 → 4 → 3 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 46% entered in last year

■ 17% conviction (2yr+) ■ 38% medium ■ 46% new

Only 4 funds (17%) 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.

➡️

Steady discovery — ~8 new funds/quarter

0 → 2 → 4 → 3 → 8 new funds/Q

New funds entering each quarter: 2 → 4 → 3 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.

📊

Mixed cohorts — 0% veterans, 50% new entrants

■ 0% veterans ■ 50% 1-2yr ■ 50% new

Of 24 current holders: 0 (0%) held 2+ years, 12 held 1–2 years, 12 (50%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

✅

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds

2 of 24 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

5.1

out of 10

Moderate Exit Risk

Exit risk score 5.1/10 — 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 (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	24	17	41.18%
13F Shares	638K	382K	66.95%
Total Value	$39M	$24M	64.02%
New Positions	8	3	+5
Increased Positions	11	7	+4
Closed Positions	1	2	-1
Reduced Positions	5	7	-2
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

41.18%

13F Shares

638K

382K

66.95%

Total Value

$39M

$24M

64.02%

New Positions

Increased Positions

Closed Positions

-1

Reduced Positions

-2

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

24 + investors

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

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 12 institutional holders of AVEE — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	CAP Partners, LLC	0.52%	14,406	$914K
2	LAM GROUP, INC.	0.32%	9,285	$589K
3	Kane Co Wealth Management, Inc.	0.29%	5,366	$340K
4	Cypress Point Wealth Management, LLC	0.24%	17,397	$1.1M
5	Summit Portfolio Management, LTD.	0.22%	5,436	$345K
6	ERn Financial, LLC	0.11%	9,351	$593K
7	Mills Wealth Advisors LLC	0.09%	4,067	$258K
8	Avior Wealth Management, LLC	0.03%	15,889	$1.0M
9	Ares Financial Consulting, LLC	0.01%	268	$17K
10	Plancorp, LLC	0.01%	6,185	$416K
11	Bogart Wealth, LLC	0.00%	334	$21K
12	Farther Finance Advisors, LLC	0.00%	208	$13K

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 — AMERICAN CENTY ETF TR (AVEE)

What does the Smart Money Trend signal show for AVEE?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added AVEE 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 AVEE?

More buyers than sellers — 76% buying: Last quarter: 19 funds were net buyers (8 opened a brand new position + 11 added to an existing one). Only 6 were sellers (5 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for AVEE holders?

Strong quality — 36% AUM from major funds: 2 of 24 holders rank in the top 100 by AUM, accounting for 36% 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 AVEE?

Mostly new holders — 46% entered in last year: Only 4 funds (17%) 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.

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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AMERICAN CENTY ETF TR (AVEE)

Smart Money Signals — AVEE

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +85% more funds vs a year ago

More buyers than sellers — 76% buying

Steady new buyers — ~8 new funds per quarter

Mostly new holders — 46% entered in last year

Steady discovery — ~8 new funds/quarter

Mixed cohorts — 0% veterans, 50% new entrants

Strong quality — 36% AUM from major funds

Hedge Fund Ownership: AVEE

Market Analysis: AVEE

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: AVEE

Hedge Fund Positioning: AVEE

Statistics: AVEE

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — AMERICAN CENTY ETF TR (AVEE)

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