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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
RJA
51
Raymond James & Associates
Florida
$6.5M +$7.09M +99,887 New
BEW
52
Burton Enright Welch
California
$6.02M +$2.37M +33,456 +57%
CPIG
53
Chicago Partners Investment Group
Illinois
$5.13M +$1.33M +18,738 +35%
Morgan Stanley
54
Morgan Stanley
New York
$5.02M -$422K -5,950 -7%
PAS
55
Park Avenue Securities
New York
$4.89M +$1.76M +24,791 +49%
MRWM
56
ML&R Wealth Management
Texas
$4.82M +$2.13M +30,030 +68%
SWA
57
Sax Wealth Advisors
New Jersey
$4.78M +$2.33M +32,856 +81%
TIM
58
Tortoise Investment Management
New York
$4.37M +$654K +9,218 +16%
HIGP
59
Hill Investment Group Partners
Missouri
$4.26M +$4.13M +58,141 +787%
NWM
60
Northwest Wealth Management
Iowa
$3.94M +$1.67M +23,553 +64%
KAS
61
Kestra Advisory Services
Texas
$3.66M +$916K +12,903 +30%
FWI
62
Facet Wealth Inc
Maryland
$3.61M +$3.94M +55,540 New
WP
63
WMS Partners
Maryland
$3.4M +$3.71M +52,337 New
PCM
64
Passive Capital Management
Maryland
$3.29M +$81.7K +1,152 +2%
BAM
65
Bayshore Asset Management
Florida
$3.24M +$2M +28,126 +130%
SCM
66
SOL Capital Management
Maryland
$3.18M +$739K +10,413 +27%
EWA
67
EverSource Wealth Advisors
Alabama
$3.04M +$33.7K +475 +1%
VCM
68
Versant Capital Management
Arizona
$3.01M +$1.56K +22 +0%
IA
69
Integrity Advisory
Kansas
$2.99M -$1.25M -17,631 -28%
AC
70
Apella Capital
Connecticut
$2.65M -$249K -3,516 -8%
MAM
71
Marquette Asset Management
Minnesota
$2.63M
T
72
TRUADVICE
Florida
$2.63M +$273K +3,847 +12%
PWM
73
Perigon Wealth Management
California
$2.59M +$315K +4,445 +13%
Osaic Holdings
74
Osaic Holdings
Arizona
$2.56M +$685K +9,659 +32%
MFG
75
Magnus Financial Group
New York
$2.25M +$98.1K +1,383 +4%

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.