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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
QA
76
Quantitative Advantage
Minnesota
$2.07M +$125K +1,767 +6%
Mercer Global Advisors
77
Mercer Global Advisors
Colorado
$2.05M -$167K -2,351 -7%
SWM
78
Silverlake Wealth Management
Vermont
$2M -$13.5K -190 -0.6%
OMC
79
Old Mission Capital
Illinois
$1.88M +$980K +13,818 +91%
PAG
80
Private Advisor Group
New Jersey
$1.88M +$784K +11,055 +62%
CWM
81
Cornerstone Wealth Management
Missouri
$1.83M +$336K +4,739 +20%
WPC
82
Wedmont Private Capital
Pennsylvania
$1.8M +$1.96M +27,666 New
Wells Fargo
83
Wells Fargo
California
$1.69M +$1.85M +26,052 New
MML Investors Services
84
MML Investors Services
Massachusetts
$1.63M +$513K +7,229 +41%
PP
85
Prosperity Planning
Missouri
$1.59M
MAM
86
McLean Asset Management
Virginia
$1.56M +$1.69M +23,871 New
OPWM
87
Oakwell Private Wealth Management
Texas
$1.52M +$1.14M +16,110 +220%
GA
88
Greenspring Advisors
Maryland
$1.39M +$826K +11,644 +120%
MA
89
Mutual Advisors
Nebraska
$1.37M -$963K -13,577 -39%
CPA
90
Capital Performance Advisors
California
$1.37M +$757K +10,668 +102%
HA
91
Herold Advisors
New York
$1.37M +$105K +1,485 +8%
PP
92
PrairieView Partners
Minnesota
$1.25M +$630K +8,874 +86%
MFC
93
Morris Financial Concepts
South Carolina
$1.21M +$907K +12,779 +221%
BCI
94
Brinker Capital Investments
Pennsylvania
$1.11M +$1.21M +17,118 New
WW
95
Waterfront Wealth
Kansas
$1.08M
CW
96
CreativeOne Wealth
Kansas
$1.05M +$61.4K +865 +6%
WMP
97
Wealth Management Partners
Arizona
$989K +$1.06M +15,000 New
BA
98
Bridgewater Advisors
New York
$986K +$588K +8,294 +121%
Renaissance Technologies
99
Renaissance Technologies
New York
$963K +$1.05M +14,800 New
SAF
100
Smith Anglin Financial
Texas
$942K +$1.03M +14,485 New

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.