Avantis US Equity ETF
AVUS
33 hedge funds and large institutions have $389M invested in Avantis US Equity ETF in 2020 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 3 reducing their positions, and 2 closing their positions.
450% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 2
400% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 3
85% more capital invested
Capital invested by funds: $210M → $389M (+$178M)
75% more funds holding in top 10
Funds holding in top 10: 4 → 7 (+3)
38% more funds holding
Funds holding: 24 → 33 (+9)
18.04% more ownership
Funds ownership: 48.2% → 66.23% (+18%)
Top Buyers
| 1 |
OCM
Oakwood Capital Management
Los Angeles,
California
|
+$6.06M |
| 2 |
AP
Adero Partners
Pleasanton,
California
|
+$5.83M |
| 3 |
MAM
Marquette Asset Management
Minneapolis,
Minnesota
|
+$2.38M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$1.48M |
| 5 |
CL
CPWM LLC
Seattle,
Washington
|
+$1.16M |
Top Sellers
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.79M |
| 2 |
Jane Street
New York
|
-$579K |
| 3 |
PCA
Personal Capital Advisors
Redwood City,
California
|
-$220K |
| 4 |
MCA
Magnolia Capital Advisors
Jackson,
Mississippi
|
-$143K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$41.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MWM
26
Merriman Wealth Management
Seattle,
Washington
| $229K | +$214K | +3,634 | New |
|
|
MA
27
Mutual Advisors
Omaha,
Nebraska
| $208K | +$194K | +3,306 | New |
|
|
MFT
28
Moisand Fitzgerald Tamayo
Orlando,
Florida
| $200K | +$64.1K | +1,089 | +52% |
|
29
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $200K | +$183K | +3,119 | +5,671% |
|
|
30
Osaic Holdings
Scottsdale,
Arizona
| $198K | -$41.2K | -700 | -18% |
|
|
AF
31
Advisornet Financial
Minnetonka,
Minnesota
| $182K | +$170K | +2,895 | New |
|
|
PP
32
PrairieView Partners
St. Paul,
Minnesota
| $14K | – | – | – |
|
33
Morgan Stanley
New York
| $9K | +$8.29K | +141 | New |
|
|
34
Jane Street
New York
| – | -$579K | -10,710 | Closed |
|
|
PCA
35
Personal Capital Advisors
Redwood City,
California
| – | -$220K | -4,059 | Closed |
|
AVUS Hedge Fund Activity: Q4 2020 in Review
33 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Avantis US Equity ETF (AVUS) for Q4 2020, worth a combined $389M — up 85% from $210M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new AVUS positions and 2 closed out — a net gain of 9 holders — while 15 added to existing stakes and 3 trimmed.
The largest buyer was Oakwood Capital Management, opening a new position worth an estimated $6.06M. The largest seller was Citadel Advisors, cutting an estimated $1.79M.
- 33 institutional investors held Avantis US Equity ETF (AVUS) as of Q4 2020, up from 24 in Q3 2020.
- Funds reported $389M of Avantis US Equity ETF stock for Q4 2020, up 85% quarter-over-quarter.
- 11 funds opened new Avantis US Equity ETF positions in Q4 2020 and 2 closed out, a net change of +9 holders.
- The largest Avantis US Equity ETF buyer in Q4 2020 was Oakwood Capital Management, an estimated $6.06M added.
- The largest Avantis US Equity ETF seller in Q4 2020 was Citadel Advisors, an estimated $1.79M sold.
Based on aggregated 13F filings for Q4 2020.