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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
AFG
76
Albion Financial Group
Utah
$901K +$880K +11,236 New
HA
77
Herold Advisors
New York
$899K +$7.91K +101 +0.9%
MRWM
78
ML&R Wealth Management
Texas
$886K +$865K +11,051 New
PP
79
PrairieView Partners
Minnesota
$827K +$791K +10,101 +4,698%
CPA
80
Capital Performance Advisors
California
$751K +$801K +10,232 New
Renaissance Technologies
81
Renaissance Technologies
New York
$713K -$258K -3,300 -27%
Cambridge Investment Research Advisors
82
Cambridge Investment Research Advisors
Iowa
$636K +$41.8K +534 +7%
RIG
83
Roosevelt Investment Group
New York
$614K +$109K +1,390 +22%
FNT
84
First National Trust
Pennsylvania
$545K
OIA
85
OneDigital Investment Advisors
Kansas
$521K +$117K +1,500 +30%
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$489K +$133K +1,697 +39%
AAM
87
Austin Asset Management
Texas
$474K +$463K +5,912 New
BJL
88
Brighton Jones LLC
Washington
$460K +$940 +12 +0.2%
BA
89
Bridgewater Advisors
New York
$459K +$52.9K +675 +13%
RJT
90
Raymond James Trust
Florida
$427K
FWI
91
Facet Wealth Inc
Maryland
$423K +$413K +5,273 New
RWM
92
Rockwood Wealth Management
Pennsylvania
$402K +$392K +5,010 New
BWM
93
BerganKDV Wealth Management
Minnesota
$373K
FAG
94
Fortitude Advisory Group
Washington
$363K +$355K +4,529 New
MWM
95
Merriman Wealth Management
Washington
$268K +$5.4K +69 +2%
AIP
96
Ahrens Investment Partners
Louisiana
$261K +$255K +3,257 New
MFT
97
Moisand Fitzgerald Tamayo
Florida
$259K
CFS
98
CRA Financial Services
New Jersey
$250K -$23.5K -300 -9%
FPGK
99
Financial Partners Group (Kansas)
Kansas
$243K +$14.2K +181 +6%
EAM
100
Evanson Asset Management
California
$240K +$234K +2,990 New

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.