We are live on ! Find out more
AVUS icon

Avantis US Equity ETF

268 hedge funds and large institutions have $3.17B invested in Avantis US Equity ETF in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 141 increasing their positions, 68 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 8

107% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 68

20% more capital invested

Capital invested by funds: $2.65B → $3.17B (+$523M)

10% more funds holding in top 10

Funds holding in top 10: 5965 (+6)

8% more funds holding

Funds holding: 249268 (+19)

3.9% more ownership

Funds ownership: 67.86%71.76% (+3.9%)

100% less call options, than puts

Call options by funds: $23K | Put options by funds: $21.3M

Holders
268
Holders Change
+19
Holders Change %
+7.63%
% of All Funds
4.21%
Holding in Top 10
65
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+10.17%
% of All Funds
1.02%
New
31
Increased
141
Reduced
68
Closed
8
Calls
$23K
Puts
$21.3M
Net Calls
-$21.3M
Net Calls Change
-$1.41M
Name Holding Trade Value Shares
Change
Change in
Stake
BTI
251
Blue Trust Inc
Georgia
$34K +$34.8K +486 New
CTC
252
Central Trust Company
Missouri
$31.8K
TF
253
TimeScale Financial
Massachusetts
$26.1K +$21.9K +306 +746%
GRP
254
Global Retirement Partners
California
$18.3K -$6.01K -84 -26%
JWM
255
Janiczek Wealth Management
Colorado
$14.8K
LFG
256
Larson Financial Group
Missouri
$7.52K +$7.16K +100 New
CTWM
257
Cherry Tree Wealth Management
Minnesota
$6.09K +$5.8K +81 New
CSB
258
City State Bank
Iowa
$5K +$4.79K +67 New
FA
259
Faithward Advisors
Pennsylvania
$2.76K -$10.6K -148 -80%
IGWM
260
ICA Group Wealth Management
Colorado
$2.41K
SWA
261
SOA Wealth Advisors
New York
$2.41K
GTAM
262
Global Trust Asset Management
Florida
$2.26K
KFI
263
Key Financial Inc
Pennsylvania
$1.96K
ODG
264
O'Dell Group
Ohio
$1.79K +$1.72K +24 New
OP
265
ORG Partners
Indiana
$1.06K +$1K +14 New
WP
266
WealthPLAN Partners
Nebraska
$677
AA
267
Addison Advisors
Vermont
$536
Fidelity Investments
268
Fidelity Investments
Massachusetts
$150 +$72 +1 +100%
FWP
269
FAS Wealth Partners
Kansas
-$9.97M -140,654 Closed
AWM
270
Axxcess Wealth Management
California
-$1.08M -15,284 Closed
CFA
271
Cahill Financial Advisors
Minnesota
-$260K -3,673 Closed
TWA
272
TCI Wealth Advisors
Arizona
-$101K -1,423 Closed
Citigroup
273
Citigroup
New York
-$26.5K -374 Closed
Qube Research & Technologies (QRT)
274
Qube Research & Technologies (QRT)
United Kingdom
-$12K -169 Closed
M1FG
275
Mach-1 Financial Group
Arkansas
-$8.93M -126 Closed

AVUS Hedge Fund Activity: Q2 2023 in Review

268 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Avantis US Equity ETF (AVUS) for Q2 2023, worth a combined $3.17B — up 20% from $2.65B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new AVUS positions and 8 closed out — a net gain of 23 holders — while 141 added to existing stakes and 68 trimmed.

The largest buyer was Allworth Financial, adding an estimated $67M. The largest seller was Avestar Capital, cutting an estimated $17.8M.

  • 268 institutional investors held Avantis US Equity ETF (AVUS) as of Q2 2023, up from 249 in Q1 2023.
  • Funds reported $3.17B of Avantis US Equity ETF stock for Q2 2023, up 20% quarter-over-quarter.
  • 31 funds opened new Avantis US Equity ETF positions in Q2 2023 and 8 closed out, a net change of +23 holders.
  • The largest Avantis US Equity ETF buyer in Q2 2023 was Allworth Financial, an estimated $67M added.
  • The largest Avantis US Equity ETF seller in Q2 2023 was Avestar Capital, an estimated $17.8M sold.

Based on aggregated 13F filings for Q2 2023.