Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

American Centy ETF Tr (AVRE)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +10
Streak
11Q ▲
Buyers last Q
68%

Smart Money Signals — AVRE

Based on 157 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 AVRE 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
157 hedge funds hold AVRE 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.
📶

Steady growth — +20% more funds vs a year ago

fund count last 6Q
+26 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 68% buying

104 buying50 selling
Last quarter: 104 funds were net buyers (23 opened a brand new position + 81 added to an existing one). Only 50 were sellers (37 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new AVRE position: 11 → 19 → 16 → 23. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 30% medium ■ 22% new
75 out of 157 hedge funds have held AVRE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

10 → 11 → 19 → 16 → 23 new funds/Q
New funds entering each quarter: 11 → 19 → 16 → 23. A growing number of institutions are discovering AVRE each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 48% veterans vs 27% newcomers

■ 48% veterans ■ 24% 1-2yr ■ 27% new
Entry-cohort mix of 157 holders: 76 (48%) are 2+ year veterans, 38 entered 1–2 years ago, and 43 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 13% AUM from top-100

13% from top-100 AUM funds
12 of 156 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 — AVRE

In 2026 Q2, 104 hedge funds were net buyers of AVRE (23 opened a new position, 81 added to an existing one), while 50 reduced or exited (37 trimmed, 13 sold completely) — a 68% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +10 funds (more new holders than closures). Total institutional holders: 157.

Hedge Fund Ownership: AVRE

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

Market Analysis: AVRE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AVRE

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 7 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: AVRE
155 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 155 147 5.44%
13F Shares 14M 13M 7.06%
Total Value $678M $590M 14.87%
New Positions 23 16 +7
Increased Positions 80 68 +12
Closed Positions 14 13 +1
Reduced Positions 37 46 -9
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AVRE

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Institutional Holders (2026 Q2)

155 + investors

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

QUARTER:
Top 25 AVRE holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Physician Wealth Solutions Inc. 5.10% 283,674 $13.4M
2 Sentinel Wealth Management, INC. 4.81% 144,001 $6.8M
3 ShankerValleau Wealth Advisors, Inc. 4.80% 384,164 $18.2M
4 Prairiewood Capital, LLC 3.92% 318,858 $15.1M
5 Financial Plan, Inc. 3.58% 797,049 $37.8M
6 Seaside Wealth Management, Inc. 3.39% 289,183 $13.7M
7 Vestment Financial LLC 3.24% 151,508 $7.2M
8 Lam Group, INC. 3.18% 134,940 $6.4M
9 Quarry Hill Advisors, LLC 3.15% 173,097 $8.2M
10 Allegiance Financial Group Advisory Services LLC 3.06% 373,415 $17.7M
11 BetterWealth, LLC 2.91% 347,592 $16.5M
12 Equita Financial Network, Inc. 2.86% 217,767 $10.3M
13 WorthPointe, LLC 2.35% 197,395 $9.4M
14 Leading Edge Financial Planning LLC 2.23% 264,621 $12.5M
15 Networth Advisors, LLC 2.18% 79,140 $3.7M
16 Quantum Financial Advisors, LLC 2.13% 455,253 $21.6M
17 Three Arch Wealth Management LLC 1.92% 264,363 $12.5M
18 Level Financial Advisors 1.83% 173,162 $8.2M
19 marrick wealth, LLC 1.80% 53,531 $2.5M
20 Hill Investment Group Partners, LLC 1.77% 365,402 $17.3M
21 DBK Financial Counsel, LLC 1.76% 44,247 $2.1M
22 Valued Wealth Advisors LLC 1.69% 97,930 $4.6M
23 LexAurum Advisors, LLC 1.56% 285,497 $13.5M
24 BLVD Private Wealth, LLC 1.50% 42,669 $2.0M
25 Arcadia Wealth Management, Inc. 1.39% 61,378 $2.9M
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 (AVRE)

What does the Smart Money Trend signal show for AVRE?

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

More buyers than sellers — 68% buying: Last quarter: 104 funds were net buyers (23 opened a brand new position + 81 added to an existing one). Only 50 were sellers (37 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for AVRE holders?

Smaller funds dominant — 13% AUM from top-100: 12 of 156 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held AVRE?

48% of holders stayed for 2+ years: 75 out of 157 hedge funds have held AVRE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

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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