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Avantis US Equity ETF
AVUS

215 hedge funds and large institutions have $2.35B invested in Avantis US Equity ETF in 2022 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 108 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 9

260% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 30

57% more capital invested

Capital invested by funds: $1.5B → $2.35B (+$852M)

43% more funds holding in top 10

Funds holding in top 10: 37 → 53 (+16)

28% more funds holding

Funds holding: 168 → 215 (+47)

9.78% more ownership

Funds ownership: 62.69% → 72.47% (+9.8%)

Holders
215
Holders Change
+47
Holders Change %
+27.98%
% of All Funds
3.46%
Holding in Top 10
53
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+43.24%
% of All Funds
0.85%
New
63
Increased
108
Reduced
30
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
+$283M
2
American Century Companies
American Century Companies
Missouri
+$28M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$24.2M
4
RW
RVW Wealth
California
+$23.8M
5
JMPWA
JP Morgan Private Wealth Advisors
California
+$16.8M

Top Sellers

Rank Fund Capital Flow
1
WFA
Websterrogers Financial Advisors
South Carolina
-$30.9M
2
FIA
Foundations Investment Advisors
Arizona
-$4.38M
3
HIGP
Hill Investment Group Partners
Missouri
-$4.15M
4
PCM
Passive Capital Management
Maryland
-$2.56M
5
RCG
Regatta Capital Group
California
-$1.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFM
76
Flagstone Financial Management
Nebraska
$6.52M +$6.56M +95,936 New
BAM
77
Belpointe Asset Management
Nevada
$6.5M +$286K +4,187 +5%
WPC
78
Wedmont Private Capital
Pennsylvania
$6.3M +$1.26M +18,482 +26%
NWM
79
Northwest Wealth Management
Iowa
$5.51M +$1.56M +22,885 +39%
UBS Group
80
UBS Group
Switzerland
$4.91M +$2.13M +31,150 +76%
TWD
81
True Wealth Design
Ohio
$4.63M +$4.65M +68,034 New
FWI
82
Facet Wealth Inc
Maryland
$4.57M -$244K -3,571 -5%
MAM
83
McLean Asset Management
Virginia
$4.37M +$2.11M +30,898 +93%
HWM
84
HB Wealth Management
Georgia
$4.36M +$1.74M +25,422 +66%
VCM
85
Versant Capital Management
Arizona
$4.35M +$720K +10,535 +20%
Cambridge Investment Research Advisors
86
Cambridge Investment Research Advisors
Iowa
$4.33M +$1.73M +25,296 +66%
QHA
87
Quarry Hill Advisors
Minnesota
$4.2M +$4.22M +61,708 New
Wells Fargo
88
Wells Fargo
California
$4.2M +$2.35M +34,438 +126%
AFS
89
Annapolis Financial Services
Maryland
$4.18M +$2.59M +37,837 +160%
BA
90
Bridgewater Advisors
New York
$4.14M +$4.16M +60,903 New
AHC
91
Anderson Hoagland & Co
Missouri
$3.94M +$429K +6,278 +12%
MFA
92
Morling Financial Advisors
California
$3.71M +$3.72M +54,478 New
DCM
93
Disciplina Capital Management
Tennessee
$3.61M +$3.63M +53,080 New
BAM
94
Bayshore Asset Management
Florida
$3.6M +$147K +2,157 +4%
GWA
95
Geometric Wealth Advisors
District of Columbia
$3.59M +$2.3M +33,598 +175%
SCM
96
SOL Capital Management
Maryland
$3.47M +$26.5K +388 +0.8%
EWA
97
EverSource Wealth Advisors
Alabama
$3.46M +$52.1K +763 +2%
IA
98
Integrity Advisory
Kansas
$3.29M +$116K +1,691 +4%
AA
99
Auxano Advisors
Washington
$3.04M +$1.42M +20,838 +87%
MML Investors Services
100
MML Investors Services
Massachusetts
$3.02M +$697K +10,197 +30%
2 3
4
5 6

AVUS Hedge Fund Activity: Q4 2022 in Review

215 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Avantis US Equity ETF (AVUS) for Q4 2022, worth a combined $2.35B — up 57% from $1.5B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new AVUS positions and 9 closed out — a net gain of 54 holders — while 108 added to existing stakes and 30 trimmed.

The largest buyer was Creative Planning, opening a new position worth an estimated $283M. The largest seller was Websterrogers Financial Advisors, cutting an estimated $30.9M.

  • 215 institutional investors held Avantis US Equity ETF (AVUS) as of Q4 2022, up from 168 in Q3 2022.
  • Funds reported $2.35B of Avantis US Equity ETF stock for Q4 2022, up 57% quarter-over-quarter.
  • 63 funds opened new Avantis US Equity ETF positions in Q4 2022 and 9 closed out, a net change of +54 holders.
  • The largest Avantis US Equity ETF buyer in Q4 2022 was Creative Planning, an estimated $283M added.
  • The largest Avantis US Equity ETF seller in Q4 2022 was Websterrogers Financial Advisors, an estimated $30.9M sold.

Based on aggregated 13F filings for Q4 2022.