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Avantis US Equity ETF

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: 920 (+11)

53% more funds holding

Funds holding: 78119 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
AC
51
Applied Capital
Arkansas
$2.34M +$77.8K +994 +4%
PWM
52
Perigon Wealth Management
California
$2.32M +$132K +1,692 +6%
SB
53
Strategic Blueprint
Georgia
$2.28M +$2.23M +28,499 New
MFG
54
Magnus Financial Group
New York
$2.26M +$43.7K +558 +2%
QA
55
Quantitative Advantage
Minnesota
$2.01M +$1.96M +25,052 New
TIM
56
Tortoise Investment Management
New York
$1.87M +$1.22M +15,580 +200%
5L
57
55I LLC
Massachusetts
$1.79M +$1.75M +22,304 New
FIA
58
Foundations Investment Advisors
Arizona
$1.78M +$756K +9,660 +77%
HA
59
HYA Advisors
Missouri
$1.74M +$1.7M +21,665 New
Jane Street
60
Jane Street
New York
$1.7M +$1.66M +21,234 New
Osaic Holdings
61
Osaic Holdings
Arizona
$1.67M +$354K +4,518 +28%
SWA
62
Sax Wealth Advisors
New Jersey
$1.61M +$189K +2,411 +14%
SCM
63
SOL Capital Management
Maryland
$1.49M +$605K +7,721 +71%
MML Investors Services
64
MML Investors Services
Massachusetts
$1.4M +$64.8K +828 +5%
GWM
65
Grand Wealth Management
Michigan
$1.34M +$1.31M +16,780 New
WW
66
Waterfront Wealth
Kansas
$1.33M +$1.3M +16,616 New
IWM
67
IHT Wealth Management
Illinois
$1.32M +$313K +3,993 +32%
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$1.22M +$1.19M +15,228 New
PP
69
Prosperity Planning
Missouri
$1.2M +$266K +3,393 +29%
CW
70
CreativeOne Wealth
Kansas
$1.19M +$26.2K +334 +2%
AAS
71
Avantax Advisory Services
Texas
$1.09M +$420K +5,359 +65%
SS
72
Sunbelt Securities
Texas
$1.05M +$118K +1,505 +12%
MWM
73
Modera Wealth Management
New Jersey
$974K +$951K +12,147 New
UWM
74
USAdvisors Wealth Management
Minnesota
$931K +$185K +2,362 +26%
APG
75
Abacus Planning Group
South Carolina
$904K +$3.05K +39 +0.3%

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.