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Avantis US Equity ETF

147 hedge funds and large institutions have $1.12B invested in Avantis US Equity ETF in 2022 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 73 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 8

204% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 24

45% more funds holding in top 10

Funds holding in top 10: 2029 (+9)

24% more funds holding

Funds holding: 119147 (+28)

9% more capital invested

Capital invested by funds: $1.03B → $1.12B (+$92M)

1.37% less ownership

Funds ownership: 55.94%54.57% (-1.4%)

Holders
147
Holders Change
+28
Holders Change %
+23.53%
% of All Funds
2.32%
Holding in Top 10
29
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+45%
% of All Funds
0.46%
New
36
Increased
73
Reduced
24
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VWA
26
V Wealth Advisors
Kansas
$9.31M +$1.06M +13,876 +13%
HNWA
27
Henrickson Nauta Wealth Advisors
Michigan
$9.14M -$188K -2,470 -2%
WWP
28
WR Wealth Planners
Missouri
$8.83M +$8.72M +114,486 New
MWM
29
Modera Wealth Management
New Jersey
$8.82M +$7.79M +102,240 +842%
WFA
30
WMG Financial Advisors
Tennessee
$8.81M +$3.37M +44,223 +63%
SRC
31
Sage Rhino Capital
California
$8.67M +$235K +3,086 +3%
CPA
32
Cardiff Park Advisors
California
$8.22M +$1.38M +18,084 +20%
HA
33
HYA Advisors
Missouri
$8.13M +$6.38M +83,797 +387%
MCA
34
Magnolia Capital Advisors
Mississippi
$7.58M -$193K -2,530 -3%
Morgan Stanley
35
Morgan Stanley
New York
$6.41M +$3.04M +39,877 +92%
5L
36
55I LLC
Massachusetts
$6.37M +$4.6M +60,336 +271%
Jane Street
37
Jane Street
New York
$5.59M +$3.9M +51,251 +241%
BSW
38
Buckingham Strategic Wealth
Missouri
$5.36M +$2.12M +27,881 +67%
LA
39
LexAurum Advisors
Kansas
$5.3M +$5.24M +68,799 New
IA
40
Integrity Advisory
Kansas
$4.91M +$4.85M +63,667 New
BEW
41
Burton Enright Welch
California
$4.55M +$4.5M +59,059 New
BDWCC
42
B&D White Capital Company
Texas
$4.49M -$25.2M -330,753 -85%
TIM
43
Tortoise Investment Management
New York
$4.47M +$2.64M +34,620 +148%
FIA
44
Foundations Investment Advisors
Arizona
$4.08M +$2.43M +31,938 +144%
GWM
45
Grand Wealth Management
Michigan
$4.06M +$2.74M +35,922 +214%
PAS
46
Park Avenue Securities
New York
$3.88M +$1.42M +18,592 +59%
PCM
47
Passive Capital Management
Maryland
$3.81M +$1.52M +19,927 +67%
CPIG
48
Chicago Partners Investment Group
Illinois
$3.66M +$979K +12,849 +32%
RJFSA
49
Raymond James Financial Services Advisors
Florida
$3.65M +$407K +5,347 +13%
VCM
50
Versant Capital Management
Arizona
$3.57M +$41.6K +546 +1%

AVUS Hedge Fund Activity: Q1 2022 in Review

147 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Avantis US Equity ETF (AVUS) for Q1 2022, worth a combined $1.12B — up 9% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new AVUS positions and 8 closed out — a net gain of 28 holders — while 73 added to existing stakes and 24 trimmed.

The largest buyer was JP Morgan Private Wealth Advisors, adding an estimated $17.5M. The largest seller was Websterrogers Financial Advisors, cutting an estimated $60.8M.

  • 147 institutional investors held Avantis US Equity ETF (AVUS) as of Q1 2022, up from 119 in Q4 2021.
  • Funds reported $1.12B of Avantis US Equity ETF stock for Q1 2022, up 9% quarter-over-quarter.
  • 36 funds opened new Avantis US Equity ETF positions in Q1 2022 and 8 closed out, a net change of +28 holders.
  • The largest Avantis US Equity ETF buyer in Q1 2022 was JP Morgan Private Wealth Advisors, an estimated $17.5M added.
  • The largest Avantis US Equity ETF seller in Q1 2022 was Websterrogers Financial Advisors, an estimated $60.8M sold.

Based on aggregated 13F filings for Q1 2022.