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Avantis US Equity ETF
AVUS

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: 35 → 37 (+2)

4% more funds holding

Funds holding: 162 → 168 (+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
–

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$38.4M
2
SAF
Smith Anglin Financial
Texas
+$33.5M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$31.3M
4
WFA
Wipfli Financial Advisors
Wisconsin
+$29.6M
5
BDWCC
B&D White Capital Company
Texas
+$27.3M

Top Sellers

Rank Fund Capital Flow
1
HWM
HB Wealth Management
Georgia
-$12.7M
2
Jane Street
Jane Street
New York
-$9.66M
3
GWA
Geometric Wealth Advisors
District of Columbia
-$9.54M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$9.03M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$7.89M
Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
76
Kestra Advisory Services
Texas
$2.78M -$804K -11,701 -21%
T
77
TRUADVICE
Florida
$2.71M +$150K +2,179 +6%
PWM
78
Perigon Wealth Management
California
$2.64M +$172K +2,504 +6%
Morgan Stanley
79
Morgan Stanley
New York
$2.62M -$2.42M -35,193 -46%
UBS Group
80
UBS Group
Switzerland
$2.56M +$2.82M +41,108 +1,370,267%
AC
81
Apella Capital
Connecticut
$2.56M +$20.3K +296 +0.7%
HWM
82
HB Wealth Management
Georgia
$2.41M -$12.7M -185,193 -83%
Cambridge Investment Research Advisors
83
Cambridge Investment Research Advisors
Iowa
$2.39M -$9.03M -131,474 -77%
Osaic Holdings
84
Osaic Holdings
Arizona
$2.35M -$119K -1,733 -4%
MFG
85
Magnus Financial Group
New York
$2.14M -$16.1K -235 -0.7%
MAM
86
McLean Asset Management
Virginia
$2.14M +$650K +9,465 +40%
MML Investors Services
87
MML Investors Services
Massachusetts
$2.13M +$628K +9,150 +37%
WP
88
WealthSource Partners
California
$2.1M +$1.54M +22,379 +198%
UB
89
UMB Bank
Missouri
$2.07M +$2.28M +33,147 New
QA
90
Quantitative Advantage
Minnesota
$2M +$13.6K +198 +0.6%
CWM
91
Cornerstone Wealth Management
Missouri
$2M +$266K +3,870 +14%
SWM
92
Silverlake Wealth Management
Vermont
$1.91M -$16.2K -236 -0.8%
PP
93
Prosperity Planning
Missouri
$1.73M +$876K +12,754 +85%
Wells Fargo
94
Wells Fargo
California
$1.7M +$82.4K +1,200 +5%
MA
95
Mutual Advisors
Nebraska
$1.57M +$283K +4,114 +19%
WAS
96
WESPAC Advisors SoCal
California
$1.56M +$1.14M +16,530 +270%
BA
97
Bridge Advisory
California
$1.52M +$1.68M +24,398 New
AA
98
Auxano Advisors
Washington
$1.49M +$976K +14,207 +147%
AFS
99
Annapolis Financial Services
Maryland
$1.47M +$1.04M +15,155 +179%
CGPCS
100
Capital Group Private Client Services
California
$1.45M +$1.59M +23,183 New
2 3
4
5 6

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.