Avantis US Equity ETF
AVUS
340 hedge funds and large institutions have $4.48B invested in Avantis US Equity ETF in 2023 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 149 increasing their positions, 75 reducing their positions, and 11 closing their positions.
636% more first-time investments, than exits
New positions opened: 81 | Existing positions closed: 11
99% more repeat investments, than reductions
Existing positions increased: 149 | Existing positions reduced: 75
37% more capital invested
Capital invested by funds: $3.26B → $4.48B (+$1.22B)
30% more funds holding in top 10
Funds holding in top 10: 63 → 82 (+19)
24% more funds holding
Funds holding: 274 → 340 (+66)
9.31% more ownership
Funds ownership: 71.43% → 80.74% (+9.3%)
Top Buyers
| 1 |
AAS
Annex Advisory Services
Brookfield,
Wisconsin
|
+$117M |
| 2 |
Morgan Stanley
New York
|
+$93.8M |
| 3 |
JP Morgan Chase
New York
|
+$65.4M |
| 4 |
JIC
JRM Investment Counsel
Omaha,
Nebraska
|
+$28.5M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$24.3M |
Top Sellers
| 1 |
IDA
Intelligence Driven Advisers
Carlsbad,
California
|
-$25.8M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
-$23.9M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$7.98M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$4.72M |
| 5 |
RCG
Regatta Capital Group
El Segundo,
California
|
-$4.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
351
Fidelity Investments
Boston,
Massachusetts
| – | -$147 | -2 | Closed |
|
AVUS Hedge Fund Activity: Q4 2023 in Review
340 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Avantis US Equity ETF (AVUS) for Q4 2023, worth a combined $4.48B — up 37% from $3.26B a quarter earlier.
Buyers outnumbered sellers: 81 funds opened new AVUS positions and 11 closed out — a net gain of 70 holders — while 149 added to existing stakes and 75 trimmed.
The largest buyer was Annex Advisory Services, opening a new position worth an estimated $117M. The largest seller was Intelligence Driven Advisers, cutting an estimated $25.8M.
- 340 institutional investors held Avantis US Equity ETF (AVUS) as of Q4 2023, up from 274 in Q3 2023.
- Funds reported $4.48B of Avantis US Equity ETF stock for Q4 2023, up 37% quarter-over-quarter.
- 81 funds opened new Avantis US Equity ETF positions in Q4 2023 and 11 closed out, a net change of +70 holders.
- The largest Avantis US Equity ETF buyer in Q4 2023 was Annex Advisory Services, an estimated $117M added.
- The largest Avantis US Equity ETF seller in Q4 2023 was Intelligence Driven Advisers, an estimated $25.8M sold.
Based on aggregated 13F filings for Q4 2023.