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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
AC
76
AWM Capital
Arizona
$1.51M +$1.49M +19,620 New
HA
77
Herold Advisors
New York
$1.51M +$635K +8,342 +74%
PAG
78
Private Advisor Group
New Jersey
$1.38M -$2.07M -27,202 -60%
MML Investors Services
79
MML Investors Services
Massachusetts
$1.37M +$20.3K +267 +2%
WW
80
Waterfront Wealth
Kansas
$1.26M
PP
81
Prosperity Planning
Missouri
$1.24M
IWM
82
IHT Wealth Management
Illinois
$1.22M -$55.9K -734 -4%
CW
83
CreativeOne Wealth
Kansas
$1.18M +$35.4K +465 +3%
OMC
84
Old Mission Capital
Illinois
$1.17M -$1.56M -20,416 -57%
CCWA
85
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.05M +$1.04M +13,627 New
M&T Bank
86
M&T Bank
New York
$971K +$959K +12,597 New
AAS
87
Avantax Advisory Services
Texas
$968K -$76K -998 -7%
UWM
88
USAdvisors Wealth Management
Minnesota
$944K +$48K +630 +5%
SS
89
Sunbelt Securities
Texas
$931K -$130K -1,703 -13%
CPA
90
Capital Performance Advisors
California
$803K +$14K +184 +2%
PP
91
PrairieView Partners
Minnesota
$795K
APG
92
Abacus Planning Group
South Carolina
$756K -$112K -1,472 -13%
GA
93
Greenspring Advisors
Maryland
$747K +$738K +9,692 New
AT
94
American Trust
Kentucky
$739K +$730K +9,584 New
RIG
95
Roosevelt Investment Group
New York
$657K +$65.4K +859 +11%
TI
96
Truepoint Inc
Ohio
$596K +$589K +7,732 New
CPP
97
Capasso Planning Partners
South Carolina
$586K +$579K +7,602 New
HIGP
98
Hill Investment Group Partners
Missouri
$570K +$563K +7,389 New
OPWM
99
Oakwell Private Wealth Management
Texas
$565K +$558K +7,325 New
BA
100
Bridgewater Advisors
New York
$530K +$87.1K +1,144 +20%

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.