Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

American Centy ETF Tr (AVEM)

892 + 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
↑ +122
Streak
11Q ▲
Buyers last Q
69%

Smart Money Signals — AVEM

Based on 907 hedge funds · latest filing: 2026 Q1 · 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
907 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 — +68% more funds vs a year ago

fund count last 6Q
+367 new funds entered over the past year (+68% 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 — 69% buying

612 buying275 selling
Last quarter: 612 funds were net buyers (168 opened a brand new position + 444 added to an existing one). Only 275 were sellers (229 trimmed + 46 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter
Funds opening a new AVEM position: 70 → 131 → 159 → 168. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 33% long-term, 41% new

■ 33% conviction (2yr+) ■ 26% medium ■ 41% new
Of the 907 current holders: 299 (33%) held >2 years, 239 held 1–2 years, and 369 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.
💎

Buying through price weakness — shares +16%, value -16%

Value
-16%
Shares
+15%
Last quarter: funds added +16% more shares while total portfolio value only changed -16%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
🚀

Acceleration phase — new buyers rushing in

79 → 70 → 131 → 159 → 168 new funds/Q
New funds entering each quarter: 70 → 131 → 159 → 168. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
📊

Mixed cohorts — 33% veterans, 49% new entrants

■ 33% veterans ■ 18% 1-2yr ■ 49% new
Of 908 current holders: 301 (33%) held 2+ years, 165 held 1–2 years, 442 (49%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 41% AUM from top-100 funds

41% from top-100 AUM funds
25 of 907 holders are among the 100 largest funds by AUM, controlling 41% 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.
4.9
out of 10
Moderate Exit Risk
Exit risk score 4.9/10 — 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 Q1, 612 hedge funds were net buyers of AVEM (168 opened a new position, 444 added to an existing one), while 275 reduced or exited (229 trimmed, 46 sold completely) — a 69% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 41% of total institutional value in AVEM is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +122 funds (more new holders than closures). Total institutional holders: 907.

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 Q1 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 March 31, 2026 · 78d ago
AVEM
+21.3%
SPY
+15.9%

AVEM outperformed SPY by +5.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
AVEM
+7.0%
SPY
+2.0%

Since the filing became public, AVEM outperformed SPY by +5.0% .

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.

21 top-rated funds 88 high-conviction
Consensus
5.8
/ 10
breadth
×
Elite
3.6
/ 10
conviction
Hedge Fund Positioning: AVEM
892 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 892 785 13.63%
13F Shares 226M 196M 15.28%
Total Value $17.97B $21.55B -16.61%
New Positions 162 159 +3
Increased Positions 440 391 +49
Closed Positions 55 39 +16
Reduced Positions 225 170 +55
Total Calls 1 0 100%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AVEM

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

892 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Buttonwood Financial Group, LLC 12.35% 249,088 $20.1M
2 Oak Root LLC 10.57% 1,075,466 $86.7M
3 ACT Advisors, LLC. 10.55% 307,985 $24.8M
4 Morton Brown Family Wealth, LLC 9.91% 465,309 $37.5M
5 Strategic Financial Planning, Inc. 9.39% 351,728 $16.1M
6 Armstrong, Fleming & Moore, Inc 9.00% 263,143 $21.2M
7 WJ Interests, LLC 7.99% 258,181 $20.8M
8 Invariant Investment Management 7.82% 148,404 $12.7M
9 Savant Capital, LLC 7.33% 18,815,997 $1.52B
10 JRM Investment Counsel, LLC 7.23% 336,701 $27.1M
11 Greenup Street Wealth Management LLC 7.03% 619,902 $50.0M
12 McLean Asset Management Corp 6.93% 491,761 $39.6M
13 Integrated Wealthcare, LLC 6.90% 102,417 $8.3M
14 Fort Vancouver Investment Management, LLC 6.77% 165,381 $13.3M
15 Tarbox Family Office, Inc. 6.76% 516,850 $41.6M
16 Define Financial, LLC 6.62% 151,258 $12.2M
17 West Paces Advisors INC. 6.41% 410,546 $33.1M
18 Echo Wealth Management, LLC 6.26% 134,959 $10.9M
19 Shotwell Rutter Baer Inc 6.16% 130,195 $10.5M
20 Valued Wealth Advisors LLC 6.02% 184,315 $14.9M
21 Grand Wealth Management, LLC 5.86% 154,452 $12.4M
22 Alpha Financial Advisors, LLC 5.79% 234,592 $18.9M
23 Oak Wealth Advisors LLC 5.58% 126,063 $10.2M
24 Ritter Daniher Financial Advisory LLC / DE 5.46% 399,267 $32.2M
25 Higgins & Schmidt Wealth Strategies LLC 5.45% 148,030 $11.9M
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 — 69% buying: Last quarter: 612 funds were net buyers (168 opened a brand new position + 444 added to an existing one). Only 275 were sellers (229 trimmed + 46 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for AVEM holders?

Elite ownership — 41% AUM from top-100 funds: 25 of 907 holders are among the 100 largest funds by AUM, controlling 41% 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 — 33% long-term, 41% new: Of the 907 current holders: 299 (33%) held >2 years, 239 held 1–2 years, and 369 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 Q1 hedge fund 13F filings?

As of today, AVEM has moved +7.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +5.0%. Since the quarter end (March 31, 2026), AVEM has gained +21.3% vs +15.9% 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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