Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

AMERICAN CENTY ETF TR (AVMA)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
2Q ▲
Buyers last Q
67%

Smart Money Signals — AVMA

Based on 19 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added AVMA 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
19 hedge funds hold AVMA right now — the highest count in 2.5 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 — +36% more funds vs a year ago

fund count last 6Q
+5 new funds entered over the past year (+36% 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 — 67% buying

14 buying7 selling
Last quarter: 14 funds were net buyers (6 opened a brand new position + 8 added to an existing one). Only 7 were sellers (3 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~6 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 2 → 1 → 6 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 26% long-term, 37% new

26% conviction (2yr+) 37% medium 37% new
Of the 19 current holders: 5 (26%) held >2 years, 7 held 1–2 years, and 7 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.
➡️

Steady discovery — ~6 new funds/quarter

1 → 2 → 1 → 6 → 6 new funds/Q
New funds entering each quarter: 2 → 1 → 6 → 6. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 5% veterans, 42% new entrants

5% veterans 53% 1-2yr 42% new
Of 19 current holders: 1 (5%) held 2+ years, 10 held 1–2 years, 8 (42%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 13% AUM from top-100

13% from top-100 AUM funds
3 of 19 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.
4.6
out of 10
Moderate Exit Risk
Exit risk score 4.6/10 — 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 — AVMA

In 2025 Q4, 14 hedge funds were net buyers of AVMA (6 opened a new position, 8 added to an existing one), while 7 reduced or exited (3 trimmed, 4 sold completely) — a 67% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 19.

Hedge Fund Ownership: AVMA

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

Market Analysis: AVMA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AVMA

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 2 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: AVMA
2026 Q1 Stats Unlock in 7 days 19 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 19 17 11.76%
13F Shares 320K 220K 45.57%
Total Value $21M $14M 48.39%
New Positions 6 6 -
Increased Positions 8 7 +1
Closed Positions 4 1 +3
Reduced Positions 3 2 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AVMA

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Financial Highlights

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Institutional Holders (2026 Q1)

19 + investors

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

Top 14 institutional holders of AVMA — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Cogent Private Wealth, Inc. 5.37% 110,713 $7.4M
2 CROSSPOINT FINANCIAL, LLC 3.58% 21,170 $1.4M
3 Great Point Wealth Advisors, LLC 1.13% 90,874 $6.1M
4 Integrity Wealth Solutions LLC 0.35% 13,400 $901K
5 Versant Capital Management, Inc 0.09% 14,308 $962K
6 Arlington Financial Advisors, LLC 0.04% 3,674 $247K
7 Werba Rubin Papier Wealth Management 0.03% 3,316 $223K
8 DIVERSIFY WEALTH MANAGEMENT, LLC 0.02% 15,044 $1.1M
9 Plancorp, LLC 0.01% 3,750 $261K
10 CURIO WEALTH, LLC 0.00% 46 $3K
11 LPL Financial LLC 0.00% 35,804 $2.4M
12 Cambridge Investment Research Advisors, Inc. 0.00% 3,548
13 Farther Finance Advisors, LLC 0.00% 600 $41K
14 ENVESTNET ASSET MANAGEMENT INC 0.00% 3,388 $228K
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 (AVMA)

What does the Smart Money Trend signal show for AVMA?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added AVMA 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 AVMA?

More buyers than sellers — 67% buying: Last quarter: 14 funds were net buyers (6 opened a brand new position + 8 added to an existing one). Only 7 were sellers (3 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for AVMA holders?

Smaller funds dominant — 13% AUM from top-100: 3 of 19 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 AVMA?

Mixed — 26% long-term, 37% new: Of the 19 current holders: 5 (26%) held >2 years, 7 held 1–2 years, and 7 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.

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.