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Avantis US Equity ETF

49 hedge funds and large institutions have $456M invested in Avantis US Equity ETF in 2021 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 22 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 2

340% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 5

48% more funds holding

Funds holding: 3349 (+16)

17% more capital invested

Capital invested by funds: $389M → $456M (+$67.1M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

18.34% less ownership

Funds ownership: 66.23%47.89% (-18%)

Holders
49
Holders Change
+16
Holders Change %
+48.48%
% of All Funds
0.86%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.11%
New
18
Increased
22
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
26
Chicago Partners Investment Group
Illinois
$1.08M +$434K +6,485 +78%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$1M +$687K +10,261 +245%
APG
28
Abacus Planning Group
South Carolina
$814K +$1.87K +28 +0.2%
FIA
29
Foundations Investment Advisors
Arizona
$797K +$753K +11,255 New
AF
30
Advisornet Financial
Minnesota
$737K +$517K +7,728 +267%
CW
31
CreativeOne Wealth
Kansas
$707K +$683K +10,200 New
GPWA
32
Great Point Wealth Advisors
Massachusetts
$687K +$662K +9,899 New
PP
33
Prosperity Planning
Missouri
$580K +$45.8K +685 +9%
Morgan Stanley
34
Morgan Stanley
New York
$489K +$462K +6,905 +4,897%
UWM
35
USAdvisors Wealth Management
Minnesota
$427K +$412K +6,154 New
VWA
36
V Wealth Advisors
Kansas
$387K +$373K +5,576 New
RJT
37
Raymond James Trust
Florida
$369K
BA
38
Bridgewater Advisors
New York
$362K +$342K +5,110 New
SPP
39
Single Point Partners
Massachusetts
$358K +$280K +4,184 New
LPL Financial
40
LPL Financial
California
$337K +$325K +4,853 New
RIG
41
Roosevelt Investment Group
New York
$329K +$317K +4,739 New
BWM
42
BerganKDV Wealth Management
Minnesota
$323K +$312K +4,655 New
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$280K +$58.2K +870 +27%
MWM
44
Merriman Wealth Management
Washington
$252K
MFT
45
Moisand Fitzgerald Tamayo
Florida
$223K +$2.21K +33 +1%
Osaic Holdings
46
Osaic Holdings
Arizona
$139K -$77K -1,150 -37%
BC
47
Burleson & Co
California
$19K +$18.4K +275 New
PP
48
PrairieView Partners
Minnesota
$15K
MCA
49
Magnolia Capital Advisors
Mississippi
-$5.06M -80,345 Closed
MA
50
Mutual Advisors
Nebraska
-$208K -3,306 Closed

AVUS Hedge Fund Activity: Q1 2021 in Review

49 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Avantis US Equity ETF (AVUS) for Q1 2021, worth a combined $456M — up 17% from $389M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new AVUS positions and 2 closed out — a net gain of 16 holders — while 22 added to existing stakes and 5 trimmed.

The largest buyer was Adero Partners, adding an estimated $11.8M. The largest seller was American Century Companies, cutting an estimated $13.9M.

  • 49 institutional investors held Avantis US Equity ETF (AVUS) as of Q1 2021, up from 33 in Q4 2020.
  • Funds reported $456M of Avantis US Equity ETF stock for Q1 2021, up 17% quarter-over-quarter.
  • 18 funds opened new Avantis US Equity ETF positions in Q1 2021 and 2 closed out, a net change of +16 holders.
  • The largest Avantis US Equity ETF buyer in Q1 2021 was Adero Partners, an estimated $11.8M added.
  • The largest Avantis US Equity ETF seller in Q1 2021 was American Century Companies, an estimated $13.9M sold.

Based on aggregated 13F filings for Q1 2021.