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Avantis US Equity ETF

119 hedge funds and large institutions have $1.03B invested in Avantis US Equity ETF in 2021 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 56 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,367% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 3

460% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 10

122% more funds holding in top 10

Funds holding in top 10: 920 (+11)

53% more funds holding

Funds holding: 78119 (+41)

39% more capital invested

Capital invested by funds: $736M → $1.03B (+$290M)

6.4% more ownership

Funds ownership: 49.54%55.94% (+6.4%)

Holders
119
Holders Change
+41
Holders Change %
+52.56%
% of All Funds
1.83%
Holding in Top 10
20
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+122.22%
% of All Funds
0.31%
New
44
Increased
56
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFS
101
Annapolis Financial Services
Maryland
$239K +$233K +2,980 New
HFS
102
Heritage Financial Services
Massachusetts
$221K +$216K +2,757 New
SDWIA
103
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$219K +$214K +2,728 New
CWM
104
Calamos Wealth Management
Illinois
$214K +$209K +2,673 New
LFA
105
Lauterbach Financial Advisors
Texas
$208K +$203K +2,595 New
FA
106
FDx Advisors
Illinois
$205K +$201K +2,561 New
EVM
107
Eaton Vance Management
Massachusetts
$140K +$52.7K +673 +63%
MFC
108
Morris Financial Concepts
South Carolina
$139K +$136K +1,739 New
PFGIA
109
Patriot Financial Group Insurance Agency
Massachusetts
$46K +$14.8K +189 +49%
RIM
110
Rockbridge Investment Management
New York
$23K +$22.2K +283 New
US Bancorp
111
US Bancorp
Minnesota
$21K
BC
112
Burleson & Co
California
$19K +$78 +1 +0.4%
UBS Group
113
UBS Group
Switzerland
$19K +$17.9K +229 +7,633%
SFM
114
Signet Financial Management
New Jersey
$11K +$11K +140 New
LFA
115
Level Financial Advisors
New York
$7K +$6.81K +87 New
JWM
116
Janiczek Wealth Management
Colorado
$4K +$3.52K +45 New
ODG
117
O'Dell Group
Ohio
$2K
TIM
118
Tevis Investment Management
Texas
$1K +$861 +11 New
Citadel Advisors
119
Citadel Advisors
Florida
-$291K -3,951 Closed
PFA
120
Pure Financial Advisors
California
-$210K -2,847 Closed
S
121
SignatureFD
Georgia
-$34K -460 Closed

AVUS Hedge Fund Activity: Q4 2021 in Review

119 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Avantis US Equity ETF (AVUS) for Q4 2021, worth a combined $1.03B — up 39% from $736M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new AVUS positions and 3 closed out — a net gain of 41 holders — while 56 added to existing stakes and 10 trimmed.

The largest buyer was B&D White Capital Company, adding an estimated $26.2M. The largest seller was American Century Companies, cutting an estimated $18.6M.

  • 119 institutional investors held Avantis US Equity ETF (AVUS) as of Q4 2021, up from 78 in Q3 2021.
  • Funds reported $1.03B of Avantis US Equity ETF stock for Q4 2021, up 39% quarter-over-quarter.
  • 44 funds opened new Avantis US Equity ETF positions in Q4 2021 and 3 closed out, a net change of +41 holders.
  • The largest Avantis US Equity ETF buyer in Q4 2021 was B&D White Capital Company, an estimated $26.2M added.
  • The largest Avantis US Equity ETF seller in Q4 2021 was American Century Companies, an estimated $18.6M sold.

Based on aggregated 13F filings for Q4 2021.