Avantis US Equity ETF
AVUS
49 hedge funds and large institutions have $456M invested in Avantis US Equity ETF in 2021 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 22 increasing their positions, 5 reducing their positions, and 2 closing their positions.
800% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 2
340% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 5
48% more funds holding
Funds holding: 33 → 49 (+16)
17% more capital invested
Capital invested by funds: $389M → $456M (+$67.1M)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
18.34% less ownership
Funds ownership: 66.23% → 47.89% (-18%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AP
Adero Partners
Pleasanton,
California
|
+$11.8M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$6.36M |
| 3 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$4.34M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$4.05M |
| 5 |
RW
RVW Wealth
Los Angeles,
California
|
+$2.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$13.9M |
| 2 |
MCA
Magnolia Capital Advisors
Jackson,
Mississippi
|
-$5.06M |
| 3 |
MFG
Magnus Financial Group
New York
|
-$728K |
| 4 |
WWP
Waypoint Wealth Partners
Mill Valley,
California
|
-$438K |
| 5 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$208K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
UBS Group
Zurich,
Switzerland
| – | +$201 | +3 | New |
|
AVUS Hedge Fund Activity: Q1 2021 in Review
49 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Avantis US Equity ETF (AVUS) for Q1 2021, worth a combined $456M — up 17% from $389M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new AVUS positions and 2 closed out — a net gain of 16 holders — while 22 added to existing stakes and 5 trimmed.
The largest buyer was Adero Partners, adding an estimated $11.8M. The largest seller was American Century Companies, cutting an estimated $13.9M.
- 49 institutional investors held Avantis US Equity ETF (AVUS) as of Q1 2021, up from 33 in Q4 2020.
- Funds reported $456M of Avantis US Equity ETF stock for Q1 2021, up 17% quarter-over-quarter.
- 18 funds opened new Avantis US Equity ETF positions in Q1 2021 and 2 closed out, a net change of +16 holders.
- The largest Avantis US Equity ETF buyer in Q1 2021 was Adero Partners, an estimated $11.8M added.
- The largest Avantis US Equity ETF seller in Q1 2021 was American Century Companies, an estimated $13.9M sold.
Based on aggregated 13F filings for Q1 2021.