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Avantis US Equity ETF

168 hedge funds and large institutions have $1.5B invested in Avantis US Equity ETF in 2022 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 97 increasing their positions, 36 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 36

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

19% more capital invested

Capital invested by funds: $1.26B → $1.5B (+$236M)

6% more funds holding in top 10

Funds holding in top 10: 3537 (+2)

4% more funds holding

Funds holding: 162168 (+6)

3.27% more ownership

Funds ownership: 59.42%62.69% (+3.3%)

Holders
168
Holders Change
+6
Holders Change %
+3.7%
% of All Funds
2.89%
Holding in Top 10
37
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.71%
% of All Funds
0.64%
New
21
Increased
97
Reduced
36
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
26
Mercer Global Advisors
Colorado
$16.3M +$15.8M +230,299 +730%
PCM
27
Passive Capital Management
Maryland
$15.7M +$13.8M +201,466 +398%
AFAS
28
Acorn Financial Advisory Services
Virginia
$14.1M +$2.5M +36,339 +19%
WP
29
WMS Partners
Maryland
$13.1M +$10.8M +157,656 +301%
AC
30
Avestar Capital
New York
$12.8M +$480K +6,992 +4%
RCG
31
Regatta Capital Group
California
$12M +$138K +2,009 +1%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$11.5M +$120K +1,753 +1%
WFA
33
WMG Financial Advisors
Tennessee
$11.4M +$1.89M +27,535 +18%
AF
34
Advisornet Financial
Minnesota
$11M +$333K +4,854 +3%
VWA
35
V Wealth Advisors
Kansas
$10.9M +$2.27M +32,997 +23%
HFA
36
Highland Financial Advisors
New Jersey
$10.8M +$1.6M +23,342 +16%
WCA
37
Waypoint Capital Advisors
Minnesota
$10.5M +$2.77M +40,391 +31%
BSW
38
Buckingham Strategic Wealth
Missouri
$10.4M +$3.92M +57,116 +52%
DP
39
Divergent Planning
Maryland
$10.4M +$405K +5,896 +4%
HNWA
40
Henrickson Nauta Wealth Advisors
Michigan
$10.2M +$936K +13,636 +9%
BEW
41
Burton Enright Welch
California
$9.96M +$4.61M +67,150 +73%
GWM
42
Grand Wealth Management
Michigan
$9.71M +$2.29M +33,285 +27%
JIC
43
JRM Investment Counsel
Nebraska
$9.44M +$10.4M +151,429 New
5L
44
55I LLC
Massachusetts
$9.32M +$869K +12,650 +9%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$9.15M +$2.93M +42,689 +41%
SWA
46
Sax Wealth Advisors
New Jersey
$8.37M +$4.17M +60,725 +83%
W
47
WorthPointe
California
$8.31M -$329K -4,794 -3%
CPA
48
Cardiff Park Advisors
California
$7.93M -$1.18M -17,213 -12%
Bank of America
49
Bank of America
North Carolina
$7.88M +$8.57M +124,834 +8,406%
WWP
50
WR Wealth Planners
Missouri
$7.73M -$122K -1,780 -1%

AVUS Hedge Fund Activity: Q3 2022 in Review

168 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Avantis US Equity ETF (AVUS) for Q3 2022, worth a combined $1.5B — up 19% from $1.26B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new AVUS positions and 14 closed out — a net gain of 7 holders — while 97 added to existing stakes and 36 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $38.4M. The largest seller was HB Wealth Management, cutting an estimated $12.7M.

  • 168 institutional investors held Avantis US Equity ETF (AVUS) as of Q3 2022, up from 162 in Q2 2022.
  • Funds reported $1.5B of Avantis US Equity ETF stock for Q3 2022, up 19% quarter-over-quarter.
  • 21 funds opened new Avantis US Equity ETF positions in Q3 2022 and 14 closed out, a net change of +7 holders.
  • The largest Avantis US Equity ETF buyer in Q3 2022 was HighTower Advisors, an estimated $38.4M added.
  • The largest Avantis US Equity ETF seller in Q3 2022 was HB Wealth Management, an estimated $12.7M sold.

Based on aggregated 13F filings for Q3 2022.