AVDR US LargeCap Leading ETF
AVDR
AVDR was delisted on the 11th of July, 2022.
6 hedge funds and large institutions have $806K invested in AVDR US LargeCap Leading ETF in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
100% more funds holding
Funds holding: 3 → 6 (+3)
42% more capital invested
Capital invested by funds: $569K → $806K (+$237K)
Top Buyers
| 1 |
Citadel Advisors
Miami,
Florida
|
+$208K |
| 2 |
JP Morgan Chase
New York
|
+$182K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$61K |
| 4 |
CFGS
Concourse Financial Group Securities
Birmingham,
Alabama
|
+$30.3K |
| 5 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$4.81K |
Top Sellers
| 1 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
-$237K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Citadel Advisors
Miami,
Florida
| $533K | +$208K | +6,881 | +61% |
|
|
2
JP Morgan Chase
New York
| $176K | +$182K | +6,000 | New |
|
|
3
Osaic Holdings
Scottsdale,
Arizona
| $59K | +$61K | +2,016 | New |
|
|
CFGS
4
Concourse Financial Group Securities
Birmingham,
Alabama
| $29K | +$30.3K | +1,000 | New |
|
|
IA
5
IFP Advisors
Tampa,
Florida
| $5K | +$4.81K | +159 | +15,900% |
|
|
GWM
6
Geneos Wealth Management
Englewood,
Colorado
| $4K | +$4.81K | +159 | New |
|
|
RIA
7
Regal Investment Advisors
Kentwood,
Michigan
| – | -$237K | -8,031 | Closed |
|
AVDR Hedge Fund Activity: Q3 2021 in Review
6 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in AVDR US LargeCap Leading ETF (AVDR) for Q3 2021, worth a combined $806K — up 42% from $569K a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new AVDR positions and 1 closed out — a net gain of 3 holders — while 2 added to existing stakes and 0 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $208K. The largest seller was Regal Investment Advisors, exiting entirely with an estimated $237K sold.
- 6 institutional investors held AVDR US LargeCap Leading ETF (AVDR) as of Q3 2021, up from 3 in Q2 2021.
- Funds reported $806K of AVDR US LargeCap Leading ETF stock for Q3 2021, up 42% quarter-over-quarter.
- 4 funds opened new AVDR US LargeCap Leading ETF positions in Q3 2021 and 1 closed out, a net change of +3 holders.
- The largest AVDR US LargeCap Leading ETF buyer in Q3 2021 was Citadel Advisors, an estimated $208K added.
- The largest AVDR US LargeCap Leading ETF seller in Q3 2021 was Regal Investment Advisors, an estimated $237K sold.
Based on aggregated 13F filings for Q3 2021.