We are live on ! Find out more
AVUS icon

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
PAS
51
Park Avenue Securities
New York
$7.45M +$3.04M +44,340 +59%
LA
52
LexAurum Advisors
Kansas
$7.41M -$320K -4,653 -4%
MRWM
53
ML&R Wealth Management
Texas
$7.11M +$2.74M +39,916 +54%
CPIG
54
Chicago Partners Investment Group
Illinois
$7.03M +$2.1M +30,510 +42%
SRC
55
Sage Rhino Capital
California
$6.71M -$194K -2,831 -3%
RJA
56
Raymond James & Associates
Florida
$6.53M +$333K +4,851 +5%
BC
57
Brio Consultants
California
$6.24M +$6.18M +90,009 +2,688%
FIA
58
Foundations Investment Advisors
Arizona
$5.78M -$468K -6,809 -7%
CC
59
Callan Capital
California
$5.71M +$6.29M +91,618 New
BAM
60
Belpointe Asset Management
Nevada
$5.7M -$6.24M -90,875 -50%
TIM
61
Tortoise Investment Management
New York
$5.3M +$1.22M +17,777 +26%
HIGP
62
Hill Investment Group Partners
Missouri
$4.98M +$985K +14,341 +22%
EWM
63
Echo Wealth Management
Minnesota
$4.97M +$5.11M +74,405 New
FWI
64
Facet Wealth Inc
Maryland
$4.54M +$744K +10,830 +19%
WPC
65
Wedmont Private Capital
Pennsylvania
$4.51M +$3.07M +44,645 +161%
PAG
66
Private Advisor Group
New Jersey
$3.9M +$2.3M +33,563 +116%
CFO
67
CVA Family Office
Colorado
$3.78M +$4.16M +60,576 +100,960%
NWM
68
Northwest Wealth Management
Iowa
$3.62M -$167K -2,438 -4%
VCM
69
Versant Capital Management
Arizona
$3.33M +$490K +7,138 +15%
BAM
70
Bayshore Asset Management
Florida
$3.17M +$68.3K +994 +2%
SCM
71
SOL Capital Management
Maryland
$3.16M +$123K +1,786 +4%
OIA
72
OneDigital Investment Advisors
Kansas
$3.14M +$3M +43,640 +646%
AHC
73
Anderson Hoagland & Co
Missouri
$3.14M +$3.46M +50,352 New
EWA
74
EverSource Wealth Advisors
Alabama
$3.13M +$234K +3,402 +7%
IA
75
Integrity Advisory
Kansas
$2.91M +$43K +626 +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.