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Avantis US Equity ETF

162 hedge funds and large institutions have $1.26B invested in Avantis US Equity ETF in 2022 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 88 increasing their positions, 22 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 22

84% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 19

21% more funds holding in top 10

Funds holding in top 10: 2935 (+6)

13% more capital invested

Capital invested by funds: $1.12B → $1.26B (+$145M)

10% more funds holding

Funds holding: 147162 (+15)

4.85% more ownership

Funds ownership: 54.57%59.42% (+4.9%)

Holders
162
Holders Change
+15
Holders Change %
+10.2%
% of All Funds
2.73%
Holding in Top 10
35
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+20.69%
% of All Funds
0.59%
New
35
Increased
88
Reduced
22
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UWM
101
USAdvisors Wealth Management
Minnesota
$821K +$26.1K +368 +3%
M&T Bank
102
M&T Bank
New York
$819K
Goldman Sachs
103
Goldman Sachs
New York
$800K -$1.95M -27,472 -69%
SS
104
Sunbelt Securities
Texas
$791K +$19K +268 +2%
WP
105
WealthSource Partners
California
$736K +$390K +5,502 +95%
AT
106
American Trust
Kentucky
$712K +$96.5K +1,360 +14%
NL
107
NWAM LLC
Washington
$706K +$764K +10,773 New
AA
108
Auxano Advisors
Washington
$630K +$687K +9,682 New
FPAS
109
Focus Partners Advisor Solutions
Missouri
$624K +$378K +5,331 +125%
HFS
110
Heritage Financial Services
Massachusetts
$567K +$271K +3,822 +78%
RIG
111
Roosevelt Investment Group
New York
$564K +$10.4K +147 +2%
AFS
112
Annapolis Financial Services
Maryland
$552K +$390K +5,503 +185%
DPI
113
Diversified Portfolios Inc
Michigan
$526K +$574K +8,083 New
IWM
114
IHT Wealth Management
Illinois
$519K -$553K -7,792 -49%
MHB
115
Midwest Heritage Bank
Iowa
$472K +$515K +7,262 New
OIA
116
OneDigital Investment Advisors
Kansas
$439K +$3.62K +51 +0.8%
JIC
117
Johnson Investment Counsel
Ohio
$437K +$476K +6,713 New
WAS
118
WESPAC Advisors SoCal
California
$398K +$116K +1,628 +36%
Northwestern Mutual Wealth Management
119
Northwestern Mutual Wealth Management
Wisconsin
$377K -$10.4K -147 -2%
BJL
120
Brighton Jones LLC
Washington
$377K +$1.56K +22 +0.4%
Wealth Enhancement Advisory Services
121
Wealth Enhancement Advisory Services
Minnesota
$355K +$377K +5,315 New
RJT
122
Raymond James Trust
Florida
$346K
IFS
123
Intelligent Financial Strategies
Minnesota
$342K +$373K +5,257 New
RHBC
124
R.H. Bluestein & Co
Michigan
$338K +$368K +5,190 New
SDWIA
125
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$327K +$131K +1,850 +58%

AVUS Hedge Fund Activity: Q2 2022 in Review

162 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Avantis US Equity ETF (AVUS) for Q2 2022, worth a combined $1.26B — up 13% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new AVUS positions and 19 closed out — a net gain of 16 holders — while 88 added to existing stakes and 22 trimmed.

The largest buyer was Allworth Financial, adding an estimated $70.2M. The largest seller was Great Point Wealth Advisors, cutting an estimated $12.3M.

  • 162 institutional investors held Avantis US Equity ETF (AVUS) as of Q2 2022, up from 147 in Q1 2022.
  • Funds reported $1.26B of Avantis US Equity ETF stock for Q2 2022, up 13% quarter-over-quarter.
  • 35 funds opened new Avantis US Equity ETF positions in Q2 2022 and 19 closed out, a net change of +16 holders.
  • The largest Avantis US Equity ETF buyer in Q2 2022 was Allworth Financial, an estimated $70.2M added.
  • The largest Avantis US Equity ETF seller in Q2 2022 was Great Point Wealth Advisors, an estimated $12.3M sold.

Based on aggregated 13F filings for Q2 2022.