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Avantis US Equity ETF
AVUS

119 hedge funds and large institutions have $1.03B invested in Avantis US Equity ETF in 2021 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 56 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,367% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 3

460% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 10

122% more funds holding in top 10

Funds holding in top 10: 9 → 20 (+11)

53% more funds holding

Funds holding: 78 → 119 (+41)

39% more capital invested

Capital invested by funds: $736M → $1.03B (+$290M)

6.4% more ownership

Funds ownership: 49.54% → 55.94% (+6.4%)

Holders
119
Holders Change
+41
Holders Change %
+52.56%
% of All Funds
1.83%
Holding in Top 10
20
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+122.22%
% of All Funds
0.31%
New
44
Increased
56
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BDWCC
B&D White Capital Company
Texas
+$26.2M
2
LPL Financial
LPL Financial
California
+$23.8M
3
WFA
Wipfli Financial Advisors
Wisconsin
+$13.1M
4
AC
Avestar Capital
New York
+$8.87M
5
AP
Adero Partners
California
+$8.28M

Top Sellers

Rank Fund Capital Flow
1
American Century Companies
American Century Companies
Missouri
-$18.6M
2
WFA
Websterrogers Financial Advisors
South Carolina
-$4.67M
3
PAG
Private Advisor Group
New Jersey
-$3.56M
4
SWP
Stratos Wealth Partners
Ohio
-$1.82M
5
Citadel Advisors
Citadel Advisors
Florida
-$291K
Name Holding Trade Value Shares
Change 		Change in
Stake
SHWM
26
Silicon Hills Wealth Management
Texas
$6.36M +$4.8M +61,313 +340%
JMPWA
27
JP Morgan Private Wealth Advisors
California
$6.06M +$3.21M +40,976 +118%
WFA
28
WMG Financial Advisors
Tennessee
$5.61M +$5.48M +70,047 New
VCM
29
Versant Capital Management
Arizona
$3.66M -$172K -2,191 -5%
W
30
WorthPointe
California
$3.66M +$3.86M +49,304 New
PAG
31
Private Advisor Group
New Jersey
$3.61M -$3.56M -45,468 -50%
EWA
32
EverSource Wealth Advisors
Alabama
$3.53M +$3.45M +44,004 New
Morgan Stanley
33
Morgan Stanley
New York
$3.47M +$872K +11,139 +35%
AC
34
Apella Capital
Connecticut
$3.4M -$184K -2,344 -5%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$3.37M +$1.08M +13,782 +49%
BSW
36
Buckingham Strategic Wealth
Missouri
$3.33M +$3.26M +41,586 New
MAM
37
Marquette Asset Management
Minnesota
$3.25M – – –
SWP
38
Stratos Wealth Partners
Ohio
$3.07M -$1.82M -23,237 -38%
CPIG
39
Chicago Partners Investment Group
Illinois
$3.06M +$723K +9,233 +29%
MA
40
Mutual Advisors
Nebraska
$2.87M +$603K +7,700 +27%
OMC
41
Old Mission Capital
Illinois
$2.85M +$2.78M +35,543 New
NWM
42
Northwest Wealth Management
Iowa
$2.84M -$5.09K -65 -0.2%
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$2.72M -$16.6K -212 -0.6%
AWP
44
Abacus Wealth Partners
California
$2.65M +$464K +5,927 +22%
SWM
45
Silverlake Wealth Management
Vermont
$2.61M +$2.55M +32,534 New
PAS
46
Park Avenue Securities
New York
$2.54M +$1.91M +24,394 +332%
SIC
47
SJS Investment Consulting
Ohio
$2.48M +$2.43M +30,977 New
T
48
TRUADVICE
Florida
$2.48M +$309K +3,949 +14%
CCM
49
Coldstream Capital Management
Washington
$2.4M +$2.35M +30,000 New
PCM
50
Passive Capital Management
Maryland
$2.37M +$2.31M +29,536 New
1
2
3 4 5

AVUS Hedge Fund Activity: Q4 2021 in Review

119 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Avantis US Equity ETF (AVUS) for Q4 2021, worth a combined $1.03B — up 39% from $736M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new AVUS positions and 3 closed out — a net gain of 41 holders — while 56 added to existing stakes and 10 trimmed.

The largest buyer was B&D White Capital Company, adding an estimated $26.2M. The largest seller was American Century Companies, cutting an estimated $18.6M.

  • 119 institutional investors held Avantis US Equity ETF (AVUS) as of Q4 2021, up from 78 in Q3 2021.
  • Funds reported $1.03B of Avantis US Equity ETF stock for Q4 2021, up 39% quarter-over-quarter.
  • 44 funds opened new Avantis US Equity ETF positions in Q4 2021 and 3 closed out, a net change of +41 holders.
  • The largest Avantis US Equity ETF buyer in Q4 2021 was B&D White Capital Company, an estimated $26.2M added.
  • The largest Avantis US Equity ETF seller in Q4 2021 was American Century Companies, an estimated $18.6M sold.

Based on aggregated 13F filings for Q4 2021.