AVDR US LargeCap Leading ETF
AVDR
AVDR was delisted on the 11th of July, 2022.
11 hedge funds and large institutions have $3.83M invested in AVDR US LargeCap Leading ETF in 2021 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 3 increasing their positions, reducing their positions, and 2 closing their positions.
375% more capital invested
Capital invested by funds: $806K → $3.83M (+$3.02M)
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
83% more funds holding
Funds holding: 6 → 11 (+5)
Top Buyers
Top Sellers
| 1 |
Citadel Advisors
Miami,
Florida
|
-$533K |
| 2 |
JP Morgan Chase
New York
|
-$176K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MTWM
1
Masso Torrence Wealth Management
Marlton,
New Jersey
| $1.32M | +$1.28M | +40,911 | New |
|
|
HA
2
Herold Advisors
New York
| $1.04M | +$1.01M | +32,340 | New |
|
|
IBOK
3
Independence Bank of Kentucky
Owensboro,
Kentucky
| $505K | +$490K | +15,675 | New |
|
|
IIA
4
Integral Investment Advisors
Turlock,
California
| $362K | +$352K | +11,250 | New |
|
5
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $218K | +$212K | +6,768 | New |
|
|
CF
6
Centaurus Financial
Anaheim,
California
| $145K | +$141K | +4,516 | New |
|
7
Osaic Holdings
Scottsdale,
Arizona
| $142K | +$75K | +2,399 | +119% |
|
|
CFGS
8
Concourse Financial Group Securities
Birmingham,
Alabama
| $64K | +$31.3K | +1,000 | +100% |
|
|
GWM
9
Geneos Wealth Management
Englewood,
Colorado
| $23K | +$17.4K | +557 | +350% |
|
|
IA
10
IFP Advisors
Tampa,
Florida
| $5K | – | – | – |
|
11
UBS Group
Zurich,
Switzerland
| $4K | +$4.35K | +139 | New |
|
|
12
Citadel Advisors
Miami,
Florida
| – | -$533K | -18,142 | Closed |
|
|
13
JP Morgan Chase
New York
| – | -$176K | -6,000 | Closed |
|
AVDR Hedge Fund Activity: Q4 2021 in Review
11 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in AVDR US LargeCap Leading ETF (AVDR) for Q4 2021, worth a combined $3.83M — up 375% from $806K a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new AVDR positions and 2 closed out — a net gain of 5 holders — while 3 added to existing stakes and 0 trimmed.
The largest buyer was Herold Advisors, opening a new position worth an estimated $1.01M. The largest seller was Citadel Advisors, exiting entirely with an estimated $533K sold.
- 11 institutional investors held AVDR US LargeCap Leading ETF (AVDR) as of Q4 2021, up from 6 in Q3 2021.
- Funds reported $3.83M of AVDR US LargeCap Leading ETF stock for Q4 2021, up 375% quarter-over-quarter.
- 7 funds opened new AVDR US LargeCap Leading ETF positions in Q4 2021 and 2 closed out, a net change of +5 holders.
- The largest AVDR US LargeCap Leading ETF buyer in Q4 2021 was Herold Advisors, an estimated $1.01M added.
- The largest AVDR US LargeCap Leading ETF seller in Q4 2021 was Citadel Advisors, an estimated $533K sold.
Based on aggregated 13F filings for Q4 2021.