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Avantis US Equity ETF

268 hedge funds and large institutions have $3.17B invested in Avantis US Equity ETF in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 141 increasing their positions, 68 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 8

107% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 68

20% more capital invested

Capital invested by funds: $2.65B → $3.17B (+$523M)

10% more funds holding in top 10

Funds holding in top 10: 5965 (+6)

8% more funds holding

Funds holding: 249268 (+19)

3.9% more ownership

Funds ownership: 67.86%71.76% (+3.9%)

100% less call options, than puts

Call options by funds: $23K | Put options by funds: $21.3M

Holders
268
Holders Change
+19
Holders Change %
+7.63%
% of All Funds
4.21%
Holding in Top 10
65
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+10.17%
% of All Funds
1.02%
New
31
Increased
141
Reduced
68
Closed
8
Calls
$23K
Puts
$21.3M
Net Calls
-$21.3M
Net Calls Change
-$1.41M
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
76
CVA Family Office
Colorado
$8.55M +$358K +5,004 +5%
SRC
77
Sage Rhino Capital
California
$8.4M -$72.1K -1,008 -0.9%
AA
78
Auxano Advisors
Washington
$8.29M
FFM
79
Flagstone Financial Management
Nebraska
$8.06M +$173K +2,412 +2%
AWA
80
ARQ Wealth Advisors
Arizona
$8.02M +$7.18M +100,321 +1,598%
BFG
81
Buttonwood Financial Group
Missouri
$7.97M +$7.35M +102,746 New
GA
82
Greenspring Advisors
Maryland
$7.79M -$829K -11,584 -10%
Osaic Holdings
83
Osaic Holdings
Arizona
$7.39M +$1.93M +27,029 +38%
EWM
84
Echo Wealth Management
Minnesota
$7.34M -$277K -3,867 -4%
BC
85
Brio Consultants
California
$7.34M +$257K +3,596 +4%
WPC
86
Wedmont Private Capital
Pennsylvania
$6.95M -$13K -181 -0.2%
BA
87
Bridgewater Advisors
New York
$6.88M +$885K +12,375 +16%
MRWM
88
ML&R Wealth Management
Texas
$6.82M -$2.28M -31,885 -26%
GT
89
Glenview Trust
Kentucky
$6.62M +$1.36M +18,965 +27%
MCA
90
Magnolia Capital Advisors
Mississippi
$6.56M -$75.1K -1,050 -1%
Bank of America
91
Bank of America
North Carolina
$6.24M -$10.8M -150,845 -65%
NWM
92
Northwest Wealth Management
Iowa
$6.1M +$4.29K +60 +0.1%
GWP
93
Gateway Wealth Partners
Wisconsin
$6.05M +$1.79M +25,074 +45%
MAM
94
McLean Asset Management
Virginia
$5.54M +$865K +12,088 +20%
MPCL
95
My Personal CFO LLC
Washington
$5.53M +$673K +9,404 +15%
HWM
96
HB Wealth Management
Georgia
$5.51M
VCM
97
Versant Capital Management
Arizona
$5.49M +$638K +8,913 +14%
AWE
98
Avidian Wealth Enterprises
Texas
$5.3M +$5.05M +70,544 New
TWD
99
True Wealth Design
Ohio
$5.25M -$105K -1,465 -2%
AFS
100
Annapolis Financial Services
Maryland
$5.18M +$35.1K +491 +0.7%

AVUS Hedge Fund Activity: Q2 2023 in Review

268 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Avantis US Equity ETF (AVUS) for Q2 2023, worth a combined $3.17B — up 20% from $2.65B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new AVUS positions and 8 closed out — a net gain of 23 holders — while 141 added to existing stakes and 68 trimmed.

The largest buyer was Allworth Financial, adding an estimated $67M. The largest seller was Avestar Capital, cutting an estimated $17.8M.

  • 268 institutional investors held Avantis US Equity ETF (AVUS) as of Q2 2023, up from 249 in Q1 2023.
  • Funds reported $3.17B of Avantis US Equity ETF stock for Q2 2023, up 20% quarter-over-quarter.
  • 31 funds opened new Avantis US Equity ETF positions in Q2 2023 and 8 closed out, a net change of +23 holders.
  • The largest Avantis US Equity ETF buyer in Q2 2023 was Allworth Financial, an estimated $67M added.
  • The largest Avantis US Equity ETF seller in Q2 2023 was Avestar Capital, an estimated $17.8M sold.

Based on aggregated 13F filings for Q2 2023.