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Avantis US Equity ETF

268 hedge funds and large institutions have $3.17B invested in Avantis US Equity ETF in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 141 increasing their positions, 68 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 8

107% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 68

20% more capital invested

Capital invested by funds: $2.65B → $3.17B (+$523M)

10% more funds holding in top 10

Funds holding in top 10: 5965 (+6)

8% more funds holding

Funds holding: 249268 (+19)

3.9% more ownership

Funds ownership: 67.86%71.76% (+3.9%)

100% less call options, than puts

Call options by funds: $23K | Put options by funds: $21.3M

Holders
268
Holders Change
+19
Holders Change %
+7.63%
% of All Funds
4.21%
Holding in Top 10
65
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+10.17%
% of All Funds
1.02%
New
31
Increased
141
Reduced
68
Closed
8
Calls
$23K
Puts
$21.3M
Net Calls
-$21.3M
Net Calls Change
-$1.41M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
51
JP Morgan Chase
New York
$14.8M -$586K -8,189 -4%
DP
52
Divergent Planning
Maryland
$14.4M +$495K +6,912 +4%
AF
53
Advisornet Financial
Minnesota
$14.2M +$563K +7,869 +4%
HNWA
54
Henrickson Nauta Wealth Advisors
Michigan
$14.2M -$99.4K -1,389 -0.7%
Wells Fargo
55
Wells Fargo
California
$13.8M +$3.14M +43,915 +31%
CPA
56
Cardiff Park Advisors
California
$13.6M +$30.8K +431 +0.2%
TIM
57
Tortoise Investment Management
New York
$13.3M +$630K +8,803 +5%
RCG
58
Regatta Capital Group
California
$12.9M +$718K +10,039 +6%
LFGO
59
Legacy Financial Group (Oklahoma)
Oklahoma
$12.7M +$1.08M +15,030 +10%
GWM
60
Grand Wealth Management
Michigan
$12.5M -$174K -2,433 -1%
CPIG
61
Chicago Partners Investment Group
Illinois
$12M +$701K +9,802 +7%
WWP
62
WR Wealth Planners
Missouri
$11.7M +$789K +11,023 +8%
RJA
63
Raymond James & Associates
Florida
$11.6M +$510K +7,131 +5%
W
64
WorthPointe
California
$11.6M +$2.4M +33,572 +28%
DCM
65
Disciplina Capital Management
Tennessee
$11.1M +$6.91M +96,552 +188%
Wealth Enhancement Advisory Services
66
Wealth Enhancement Advisory Services
Minnesota
$10.4M +$7.85M +109,715 +383%
CAM
67
Cresset Asset Management
Illinois
$10.4M +$9.87M +138,000 New
AIM
68
Acropolis Investment Management
Missouri
$10.2M -$117K -1,632 -1%
LA
69
LexAurum Advisors
Kansas
$9.89M -$72.8K -1,018 -0.8%
Bank of New York Mellon
70
Bank of New York Mellon
New York
$9.41M +$5.89M +82,369 +193%
MML Investors Services
71
MML Investors Services
Massachusetts
$9.37M +$8.91M +124,580 New
RW
72
REDW Wealth
New Mexico
$9.14M +$6.01M +83,926 +223%
CC
73
Callan Capital
California
$9.1M -$3.64M -50,897 -30%
HIA
74
HTG Investment Advisors
Connecticut
$8.79M +$656K +9,167 +9%
FWM
75
FMB Wealth Management
California
$8.61M

AVUS Hedge Fund Activity: Q2 2023 in Review

268 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Avantis US Equity ETF (AVUS) for Q2 2023, worth a combined $3.17B — up 20% from $2.65B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new AVUS positions and 8 closed out — a net gain of 23 holders — while 141 added to existing stakes and 68 trimmed.

The largest buyer was Allworth Financial, adding an estimated $67M. The largest seller was Avestar Capital, cutting an estimated $17.8M.

  • 268 institutional investors held Avantis US Equity ETF (AVUS) as of Q2 2023, up from 249 in Q1 2023.
  • Funds reported $3.17B of Avantis US Equity ETF stock for Q2 2023, up 20% quarter-over-quarter.
  • 31 funds opened new Avantis US Equity ETF positions in Q2 2023 and 8 closed out, a net change of +23 holders.
  • The largest Avantis US Equity ETF buyer in Q2 2023 was Allworth Financial, an estimated $67M added.
  • The largest Avantis US Equity ETF seller in Q2 2023 was Avestar Capital, an estimated $17.8M sold.

Based on aggregated 13F filings for Q2 2023.