Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

American Centy ETF Tr (AVEM)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +99
Streak
11Q ▲
Buyers last Q
62%

Smart Money Signals — AVEM

Based on 1007 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added AVEM 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
1,007 hedge funds hold AVEM 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 — +76% more funds vs a year ago

fund count last 6Q
+434 new funds entered over the past year (+76% 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 — 62% buying

611 buying372 selling
Last quarter: 611 funds were net buyers (154 opened a brand new position + 457 added to an existing one). Only 372 were sellers (317 trimmed + 55 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-15 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 131 → 159 → 169 → 154. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
📌

Mixed — 32% long-term, 38% new

■ 32% conviction (2yr+) ■ 29% medium ■ 38% new
Of the 1,007 current holders: 323 (32%) held >2 years, 297 held 1–2 years, and 387 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💰

Value +29% but shares only +8% — price-driven

Value
+29%
Shares
+8%
Last quarter: the total dollar value of institutional holdings rose +29%, but actual share count only changed +8%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

71 → 131 → 159 → 169 → 154 new funds/Q
New funds entering each quarter: 131 → 159 → 169 → 154. A growing number of institutions are discovering AVEM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 32% veterans, 49% new entrants

■ 32% veterans ■ 19% 1-2yr ■ 49% new
Of 1,007 current holders: 319 (32%) held 2+ years, 192 held 1–2 years, 496 (49%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds
29 of 1005 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in AVEM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.8
out of 10
Moderate Exit Risk
Exit risk score 4.8/10 — 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 — AVEM

In 2026 Q2, 611 hedge funds were net buyers of AVEM (154 opened a new position, 457 added to an existing one), while 372 reduced or exited (317 trimmed, 55 sold completely) — a 62% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 43% of total institutional value in AVEM is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +99 funds (more new holders than closures). Total institutional holders: 1007.

Hedge Fund Ownership: AVEM

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

Market Analysis: AVEM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AVEM

-- --

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

Is It Too Late to Buy American Centy ETF Tr (AVEM) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much AVEM has moved relative to its sector benchmark (SPY) since the 2026 Q2 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 June 30, 2026 · 78d ago
AVEM
-4.1%
SPY
+5.2%

AVEM outperformed SPY by -9.3% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 33d ago
AVEM
-0.5%
SPY
-2.3%

Since the filing became public, AVEM outperformed SPY by +1.8% .

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.

16 top-rated funds 99 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
3.9
/ 10
conviction
Hedge Fund Positioning: AVEM
997 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 997 908 9.8%
13F Shares 245M 227M 8.27%
Total Value $23.31B $18.02B 29.37%
New Positions 151 169 -18
Increased Positions 453 444 +9
Closed Positions 60 47 +13
Reduced Positions 316 229 +87
Total Calls 1 1 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AVEM

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

997 + investors

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

QUARTER:
Top 25 AVEM holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Buttonwood Financial Group, LLC 11.66% 211,484 $20.4M
2 Oak Root LLC 11.45% 1,075,466 $103.8M
3 Morton Brown Family Wealth, LLC 10.51% 480,549 $46.4M
4 ACT Advisors, LLC. 10.33% 321,927 $31.1M
5 Greenup Street Wealth Management LLC 9.37% 797,996 $77.0M
6 Armstrong, Fleming & Moore, Inc 8.41% 263,045 $25.4M
7 JRM Investment Counsel, LLC 7.89% 337,757 $32.6M
8 WJ Interests, LLC 7.82% 210,237 $20.3M
9 Integrated Wealthcare, LLC 7.29% 101,130 $9.8M
10 Tarbox Family Office, Inc. 7.00% 506,746 $48.9M
11 Gainline Financial Partners, LLC 6.88% 76,374 $7.4M
12 Define Financial, LLC 6.83% 154,063 $14.9M
13 Echo Wealth Management, LLC 6.79% 137,979 $13.3M
14 Fort Vancouver Investment Management, LLC 6.75% 149,838 $14.5M
15 Shotwell Rutter Baer Inc 6.62% 125,042 $12.1M
16 West Paces Advisors INC. 6.49% 401,179 $38.7M
17 Grand Wealth Management, LLC 6.36% 158,136 $15.3M
18 Valued Wealth Advisors LLC 6.20% 176,723 $17.1M
19 Copper Harbor Investment Advisors, LLC 6.08% 297,746 $28.7M
20 Alpha Financial Advisors, LLC 6.00% 237,632 $22.9M
21 Torren Management, LLC 5.93% 120,933 $11.7M
22 Retirement Financial Solutions, LLC 5.89% 248,491 $24.0M
23 Oak Wealth Advisors LLC 5.87% 126,760 $12.2M
24 46 Peaks LLC 5.86% 96,568 $9.3M
25 Higgins & Schmidt Wealth Strategies LLC 5.85% 146,977 $14.2M
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 (AVEM)

What does the Smart Money Trend signal show for AVEM?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added AVEM 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 AVEM?

More buyers than sellers — 62% buying: Last quarter: 611 funds were net buyers (154 opened a brand new position + 457 added to an existing one). Only 372 were sellers (317 trimmed + 55 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for AVEM holders?

Elite ownership — 43% AUM from top-100 funds: 29 of 1005 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in AVEM. 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 AVEM?

Mixed — 32% long-term, 38% new: Of the 1,007 current holders: 323 (32%) held >2 years, 297 held 1–2 years, and 387 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy American Centy ETF Tr (AVEM) following the 2026 Q2 hedge fund 13F filings?

As of today, AVEM has moved -0.5% since the 2026 Q2 13F filing date (August 14, 2026), compared to -2.3% for the SPY sector ETF — an outperformance of +1.8%. Since the quarter end (June 30, 2026), AVEM has gained -4.1% vs +5.2% 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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