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Avantis US Equity ETF

61 hedge funds and large institutions have $653M invested in Avantis US Equity ETF in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

433% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 3

233% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 9

43% more capital invested

Capital invested by funds: $456M → $653M (+$197M)

24% more funds holding

Funds holding: 4961 (+12)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

1.33% more ownership

Funds ownership: 47.89%49.22% (+1.3%)

Holders
61
Holders Change
+12
Holders Change %
+24.49%
% of All Funds
1.06%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
16
Increased
30
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BDWCC
26
B&D White Capital Company
Texas
$2.43M +$2.39M +32,787 New
CCM
27
Coldstream Capital Management
Washington
$2.23M +$2.18M +30,000 New
AC
28
Applied Capital
Arkansas
$2M +$404K +5,547 +26%
MFG
29
Magnus Financial Group
New York
$2M +$113K +1,551 +6%
PWM
30
Perigon Wealth Management
California
$1.91M +$94.3K +1,296 +5%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$1.77M +$1.73M +23,807 New
CPIG
32
Chicago Partners Investment Group
Illinois
$1.5M +$379K +5,205 +35%
AF
33
Advisornet Financial
Minnesota
$1.42M +$619K +8,511 +80%
CW
34
CreativeOne Wealth
Kansas
$1.22M +$449K +6,167 +60%
Morgan Stanley
35
Morgan Stanley
New York
$1.21M +$670K +9,207 +131%
Goldman Sachs
36
Goldman Sachs
New York
$1.16M +$1.14M +15,614 New
IWM
37
IHT Wealth Management
Illinois
$917K +$900K +12,360 New
SS
38
Sunbelt Securities
Texas
$886K +$880K +12,098 New
FIA
39
Foundations Investment Advisors
Arizona
$869K +$26.4K +363 +3%
APG
40
Abacus Planning Group
South Carolina
$832K -$38.1K -524 -4%
PP
41
Prosperity Planning
Missouri
$762K +$139K +1,909 +23%
UWM
42
USAdvisors Wealth Management
Minnesota
$596K +$136K +1,875 +30%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$587K -$475K -6,533 -45%
SWA
44
Sax Wealth Advisors
New Jersey
$563K +$552K +7,584 New
SCM
45
SOL Capital Management
Maryland
$518K +$508K +6,975 New
FNT
46
First National Trust
Pennsylvania
$514K +$504K +6,921 New
RIG
47
Roosevelt Investment Group
New York
$434K +$81.2K +1,116 +24%
RJT
48
Raymond James Trust
Florida
$395K
BA
49
Bridgewater Advisors
New York
$379K
OIA
50
OneDigital Investment Advisors
Kansas
$371K +$364K +5,000 New