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Avantis US Equity ETF

147 hedge funds and large institutions have $1.12B invested in Avantis US Equity ETF in 2022 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 73 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 8

204% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 24

45% more funds holding in top 10

Funds holding in top 10: 2029 (+9)

24% more funds holding

Funds holding: 119147 (+28)

9% more capital invested

Capital invested by funds: $1.03B → $1.12B (+$92M)

1.37% less ownership

Funds ownership: 55.94%54.57% (-1.4%)

Holders
147
Holders Change
+28
Holders Change %
+23.53%
% of All Funds
2.32%
Holding in Top 10
29
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+45%
% of All Funds
0.46%
New
36
Increased
73
Reduced
24
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
101
OneDigital Investment Advisors
Kansas
$517K +$15.7K +206 +3%
Northwestern Mutual Wealth Management
102
Northwestern Mutual Wealth Management
Wisconsin
$458K -$12.1K -159 -3%
WP
103
WealthSource Partners
California
$449K +$443K +5,821 New
MFC
104
Morris Financial Concepts
South Carolina
$446K +$308K +4,045 +233%
BJL
105
Brighton Jones LLC
Washington
$445K +$2.44K +32 +0.6%
RJT
106
Raymond James Trust
Florida
$410K
Stifel Financial
107
Stifel Financial
Missouri
$400K +$396K +5,194 New
AAM
108
Austin Asset Management
Texas
$381K -$74.3K -976 -17%
HFS
109
Heritage Financial Services
Massachusetts
$378K +$164K +2,149 +78%
BWM
110
BerganKDV Wealth Management
Minnesota
$359K
FAG
111
Fortitude Advisory Group
Washington
$349K
WAS
112
WESPAC Advisors SoCal
California
$346K +$342K +4,487 New
FPAS
113
Focus Partners Advisor Solutions
Missouri
$329K +$325K +4,261 New
FNT
114
First National Trust
Pennsylvania
$270K -$251K -3,300 -49%
Wealthfront Advisers
115
Wealthfront Advisers
California
$261K +$258K +3,382 New
MWM
116
Maripau Wealth Management
Indiana
$256K +$262K +3,444 New
MWM
117
Merriman Wealth Management
Washington
$252K -$5.25K -69 -2%
FPGK
118
Financial Partners Group (Kansas)
Kansas
$246K +$76 +1 +0%
SDWIA
119
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$245K +$33.7K +443 +16%
EAM
120
Evanson Asset Management
California
$243K +$12.6K +166 +6%
CFS
121
CRA Financial Services
New Jersey
$241K
AFS
122
Annapolis Financial Services
Maryland
$230K
LFA
123
Lauterbach Financial Advisors
Texas
$220K +$19.3K +254 +10%
MFT
124
Moisand Fitzgerald Tamayo
Florida
$218K -$30.8K -404 -12%
PFA
125
Pure Financial Advisors
California
$216K +$214K +2,808 New

AVUS Hedge Fund Activity: Q1 2022 in Review

147 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Avantis US Equity ETF (AVUS) for Q1 2022, worth a combined $1.12B — up 9% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new AVUS positions and 8 closed out — a net gain of 28 holders — while 73 added to existing stakes and 24 trimmed.

The largest buyer was JP Morgan Private Wealth Advisors, adding an estimated $17.5M. The largest seller was Websterrogers Financial Advisors, cutting an estimated $60.8M.

  • 147 institutional investors held Avantis US Equity ETF (AVUS) as of Q1 2022, up from 119 in Q4 2021.
  • Funds reported $1.12B of Avantis US Equity ETF stock for Q1 2022, up 9% quarter-over-quarter.
  • 36 funds opened new Avantis US Equity ETF positions in Q1 2022 and 8 closed out, a net change of +28 holders.
  • The largest Avantis US Equity ETF buyer in Q1 2022 was JP Morgan Private Wealth Advisors, an estimated $17.5M added.
  • The largest Avantis US Equity ETF seller in Q1 2022 was Websterrogers Financial Advisors, an estimated $60.8M sold.

Based on aggregated 13F filings for Q1 2022.