Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

American Centy ETF Tr (AVRE)

146 + 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
↑ +4
Streak
11Q ▲
Buyers last Q
59%

Smart Money Signals — AVRE

Based on 147 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 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
147 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 — +14% more funds vs a year ago

fund count last 6Q
+18 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

84 buying58 selling
Last quarter: 84 funds bought or added vs 58 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~16 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 11 → 19 → 16. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

49% of holders stayed for 2+ years

■ 49% conviction (2yr+) ■ 31% medium ■ 20% new
72 out of 147 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.
🚀

Acceleration phase — new buyers rushing in

20 → 9 → 11 → 19 → 16 new funds/Q
New funds entering each quarter: 9 → 11 → 19 → 16. 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.
🏛️

Veteran-anchored — 50% veterans vs 29% newcomers

■ 50% veterans ■ 22% 1-2yr ■ 29% new
Entry-cohort mix of 147 holders: 73 (50%) are 2+ year veterans, 32 entered 1–2 years ago, and 42 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 9% AUM from top-100

9% from top-100 AUM funds
11 of 146 holders rank in the top 100 by AUM, but together hold only 9% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 Q1, 84 hedge funds were net buyers of AVRE (16 opened a new position, 68 added to an existing one), while 58 reduced or exited (46 trimmed, 12 sold completely) — a 59% buyer ratio, indicating a slight buying edge. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 147.

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

-- --

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

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

Signal Freshness measures how much AVRE 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 · 77d ago
AVRE
+8.7%
SPY
+15.9%

AVRE outperformed SPY by -7.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 32d ago
AVRE
+2.5%
SPY
+2.0%

Since the filing became public, AVRE outperformed SPY by +0.5% .

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.

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

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 146 143 2.1%
13F Shares 13M 12M 10.89%
Total Value $588M $528M 11.33%
New Positions 16 19 -3
Increased Positions 67 73 -6
Closed Positions 13 9 +4
Reduced Positions 46 36 +10
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 Q1)

146 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Physician Wealth Solutions Inc. 5.27% 289,024 $12.7M
2 Sentinel Wealth Management, INC. 4.77% 135,448 $6.0M
3 ShankerValleau Wealth Advisors, Inc. 4.64% 373,644 $16.4M
4 Prairiewood Capital, LLC 3.93% 308,563 $13.6M
5 Vestment Financial LLC 3.50% 154,811 $7.4M
6 Seaside Wealth Management, Inc. 3.39% 273,411 $12.0M
7 Financial Plan, Inc. 3.36% 712,325 $31.4M
8 Lam Group, INC. 3.20% 132,335 $5.8M
9 Quarry Hill Advisors, LLC 3.14% 159,262 $7.6M
10 Allegiance Financial Group Advisory Services LLC 2.96% 337,833 $14.9M
11 BetterWealth, LLC 2.93% 339,282 $14.9M
12 Equita Financial Network, Inc. 2.87% 207,355 $9.1M
13 North Ridge Wealth Advisors, Inc. 2.55% 102,837 $4.5M
14 WorthPointe, LLC 2.33% 195,180 $8.6M
15 Networth Advisors, LLC 2.13% 68,573 $3.0M
16 Quantum Financial Advisors, LLC 2.10% 424,242 $18.7M
17 Leading Edge Financial Planning LLC 2.09% 225,870 $9.9M
18 marrick wealth, LLC 1.95% 52,739 $2.3M
19 Level Financial Advisors 1.95% 173,245 $7.6M
20 Three Arch Wealth Management LLC 1.93% 243,572 $10.7M
21 Hill Investment Group Partners, LLC 1.89% 389,403 $17.1M
22 DBK Financial Counsel, LLC 1.75% 52,542 $2.3M
23 Valued Wealth Advisors LLC 1.68% 94,206 $4.1M
24 LexAurum Advisors, LLC 1.64% 286,640 $12.6M
25 BLVD Private Wealth, LLC 1.60% 41,801 $1.8M
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?

Slight buying edge — 59% buying: Last quarter: 84 funds bought or added vs 58 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for AVRE holders?

Smaller funds dominant — 9% AUM from top-100: 11 of 146 holders rank in the top 100 by AUM, but together hold only 9% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held AVRE?

49% of holders stayed for 2+ years: 72 out of 147 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.

Is it too late to buy American Centy ETF Tr (AVRE) following the 2026 Q1 hedge fund 13F filings?

As of today, AVRE has moved +2.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +0.5%. Since the quarter end (March 31, 2026), AVRE has gained +8.7% 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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