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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
EWA
51
EverSource Wealth Advisors
Alabama
$3.56M +$171K +2,240 +5%
AC
52
Apella Capital
Connecticut
$3.41M +$138K +1,818 +4%
MRWM
53
ML&R Wealth Management
Texas
$3.4M +$2.51M +32,979 +298%
KAS
54
Kestra Advisory Services
Texas
$3.35M +$3.3M +43,389 New
Osaic Holdings
55
Osaic Holdings
Arizona
$3.28M +$682K +8,957 +43%
SWA
56
Sax Wealth Advisors
New Jersey
$3.13M +$1.57M +20,549 +102%
MAM
57
Marquette Asset Management
Minnesota
$3.12M
Goldman Sachs
58
Goldman Sachs
New York
$3.07M +$3.03M +39,770 New
SCM
59
SOL Capital Management
Maryland
$2.96M +$1.51M +19,815 +106%
NWM
60
Northwest Wealth Management
Iowa
$2.85M +$118K +1,552 +4%
PWM
61
Perigon Wealth Management
California
$2.73M +$491K +6,440 +22%
MA
62
Mutual Advisors
Nebraska
$2.67M -$85.4K -1,121 -3%
SIC
63
SJS Investment Consulting
Ohio
$2.63M +$242K +3,183 +10%
Mercer Global Advisors
64
Mercer Global Advisors
Colorado
$2.61M -$5.18K -68 -0.2%
MFG
65
Magnus Financial Group
New York
$2.56M +$386K +5,066 +18%
RWM
66
Rockwood Wealth Management
Pennsylvania
$2.41M +$1.99M +26,187 +523%
SWM
67
Silverlake Wealth Management
Vermont
$2.39M -$117K -1,536 -5%
T
68
TRUADVICE
Florida
$2.39M +$87.7K +1,152 +4%
QA
69
Quantitative Advantage
Minnesota
$2.32M +$380K +4,992 +20%
CCM
70
Coldstream Capital Management
Washington
$2.31M
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$2.23M +$1.04M +13,695 +90%
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$2.22M +$1.59M +20,813 +262%
SWP
73
Stratos Wealth Partners
Ohio
$1.9M -$1.04M -13,623 -36%
CWM
74
Cornerstone Wealth Management
Missouri
$1.8M +$1.78M +23,406 New
BAM
75
Bayshore Asset Management
Florida
$1.67M +$1.65M +21,707 New

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.