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Avantis US Equity ETF

162 hedge funds and large institutions have $1.26B invested in Avantis US Equity ETF in 2022 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 88 increasing their positions, 22 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 22

84% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 19

21% more funds holding in top 10

Funds holding in top 10: 2935 (+6)

13% more capital invested

Capital invested by funds: $1.12B → $1.26B (+$145M)

10% more funds holding

Funds holding: 147162 (+15)

4.85% more ownership

Funds ownership: 54.57%59.42% (+4.9%)

Holders
162
Holders Change
+15
Holders Change %
+10.2%
% of All Funds
2.73%
Holding in Top 10
35
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+20.69%
% of All Funds
0.59%
New
35
Increased
88
Reduced
22
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$11.9M +$1.92M +27,121 +17%
BAM
27
Belpointe Asset Management
Nevada
$11.9M -$477K -6,727 -4%
RCG
28
Regatta Capital Group
California
$11.8M +$692K +9,758 +6%
AF
29
Advisornet Financial
Minnesota
$11.2M +$522K +7,350 +4%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$11M +$10M +141,120 +491%
RWM
31
Rockwood Wealth Management
Pennsylvania
$10.6M +$9.37M +132,006 +423%
DP
32
Divergent Planning
Maryland
$10.5M +$11.5M +161,413 New
GWA
33
Geometric Wealth Advisors
District of Columbia
$10.3M +$11.2M +158,161 New
WFA
34
WMG Financial Advisors
Tennessee
$10.1M +$2.94M +41,502 +36%
HNWA
35
Henrickson Nauta Wealth Advisors
Michigan
$9.75M +$2.22M +31,321 +26%
HFA
36
Highland Financial Advisors
New Jersey
$9.7M +$10.6M +149,203 New
Jane Street
37
Jane Street
New York
$9.51M +$5.23M +73,749 +102%
CPA
38
Cardiff Park Advisors
California
$9.39M +$2.68M +37,736 +35%
VWA
39
V Wealth Advisors
Kansas
$9.27M +$1.55M +21,791 +18%
W
40
WorthPointe
California
$8.98M +$921K +12,979 +10%
5L
41
55I LLC
Massachusetts
$8.9M +$3.85M +54,198 +66%
WCA
42
Waypoint Capital Advisors
Minnesota
$8.34M +$9.1M +128,275 New
WWP
43
WR Wealth Planners
Missouri
$8.18M +$799K +11,263 +10%
LA
44
LexAurum Advisors
Kansas
$8.03M +$3.88M +54,681 +79%
GWM
45
Grand Wealth Management
Michigan
$7.96M +$4.95M +69,747 +132%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$7.89M +$6.56M +92,439 +320%
SRC
47
Sage Rhino Capital
California
$7.18M -$145K -2,050 -2%
BSW
48
Buckingham Strategic Wealth
Missouri
$7.18M +$2.9M +40,915 +59%
RJFSA
49
Raymond James Financial Services Advisors
Florida
$6.77M +$4.03M +56,742 +120%
FIA
50
Foundations Investment Advisors
Arizona
$6.53M +$3.22M +45,390 +84%

AVUS Hedge Fund Activity: Q2 2022 in Review

162 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Avantis US Equity ETF (AVUS) for Q2 2022, worth a combined $1.26B — up 13% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new AVUS positions and 19 closed out — a net gain of 16 holders — while 88 added to existing stakes and 22 trimmed.

The largest buyer was Allworth Financial, adding an estimated $70.2M. The largest seller was Great Point Wealth Advisors, cutting an estimated $12.3M.

  • 162 institutional investors held Avantis US Equity ETF (AVUS) as of Q2 2022, up from 147 in Q1 2022.
  • Funds reported $1.26B of Avantis US Equity ETF stock for Q2 2022, up 13% quarter-over-quarter.
  • 35 funds opened new Avantis US Equity ETF positions in Q2 2022 and 19 closed out, a net change of +16 holders.
  • The largest Avantis US Equity ETF buyer in Q2 2022 was Allworth Financial, an estimated $70.2M added.
  • The largest Avantis US Equity ETF seller in Q2 2022 was Great Point Wealth Advisors, an estimated $12.3M sold.

Based on aggregated 13F filings for Q2 2022.