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AVDR

AVDR US LargeCap Leading ETF
AVDR

Delisted

AVDR was delisted on the 11th of July, 2022.

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12 hedge funds and large institutions have $5.97M invested in AVDR US LargeCap Leading ETF in 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 1

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

56% more capital invested

Capital invested by funds: $3.83M → $5.97M (+$2.14M)

9% more funds holding

Funds holding: 11 → 12 (+1)

Holders
12
Holders Change
+1
Holders Change %
+9.09%
% of All Funds
0.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
8
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IIA
Integral Investment Advisors
California
+$2.61M
2
Citadel Advisors
Citadel Advisors
Florida
+$409K
3
CAN
Cetera Advisor Networks
California
+$264K
4
Osaic Holdings
Osaic Holdings
Arizona
+$224K
5
CF
Centaurus Financial
California
+$53K

Top Sellers

1
MTWM
Masso Torrence Wealth Management
New Jersey
-$1.32M
2
HA
Herold Advisors
New York
-$29K
Name Holding Trade Value Shares
Change 		Change in
Stake
IIA
1
Integral Investment Advisors
California
$2.97M +$2.61M +89,863 +799%
HA
2
Herold Advisors
New York
$919K -$29K -1,000 -3%
IBOK
3
Independence Bank of Kentucky
Kentucky
$512K +$52K +1,792 +11%
Citadel Advisors
4
Citadel Advisors
Florida
$414K +$409K +14,115 New
Osaic Holdings
5
Osaic Holdings
Arizona
$356K +$224K +7,734 +175%
CAN
6
Cetera Advisor Networks
California
$267K +$264K +9,115 New
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$206K +$7.8K +269 +4%
CF
8
Centaurus Financial
California
$186K +$53K +1,829 +41%
CFGS
9
Concourse Financial Group Securities
Alabama
$59K – – –
GWM
10
Geneos Wealth Management
Colorado
$44K +$23K +794 +111%
UBS Group
11
UBS Group
Switzerland
$36K +$31.1K +1,072 +771%
IA
12
IFP Advisors
Florida
$5K +$870 +30 +19%
MTWM
13
Masso Torrence Wealth Management
New Jersey
– -$1.32M -40,911 Closed

AVDR Hedge Fund Activity: Q1 2022 in Review

12 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in AVDR US LargeCap Leading ETF (AVDR) for Q1 2022, worth a combined $5.97M — up 56% from $3.83M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new AVDR positions and 1 closed out — a net gain of 1 holder — while 8 added to existing stakes and 1 trimmed.

The largest buyer was Integral Investment Advisors, adding an estimated $2.61M. The largest seller was Masso Torrence Wealth Management, exiting entirely with an estimated $1.32M sold.

  • 12 institutional investors held AVDR US LargeCap Leading ETF (AVDR) as of Q1 2022, up from 11 in Q4 2021.
  • Funds reported $5.97M of AVDR US LargeCap Leading ETF stock for Q1 2022, up 56% quarter-over-quarter.
  • 2 funds opened new AVDR US LargeCap Leading ETF positions in Q1 2022 and 1 closed out, a net change of +1 holder.
  • The largest AVDR US LargeCap Leading ETF buyer in Q1 2022 was Integral Investment Advisors, an estimated $2.61M added.
  • The largest AVDR US LargeCap Leading ETF seller in Q1 2022 was Masso Torrence Wealth Management, an estimated $1.32M sold.

Based on aggregated 13F filings for Q1 2022.