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Avantis US Equity ETF

168 hedge funds and large institutions have $1.5B invested in Avantis US Equity ETF in 2022 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 97 increasing their positions, 36 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 36

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

19% more capital invested

Capital invested by funds: $1.26B → $1.5B (+$236M)

6% more funds holding in top 10

Funds holding in top 10: 3537 (+2)

4% more funds holding

Funds holding: 162168 (+6)

3.27% more ownership

Funds ownership: 59.42%62.69% (+3.3%)

Holders
168
Holders Change
+6
Holders Change %
+3.7%
% of All Funds
2.89%
Holding in Top 10
37
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.71%
% of All Funds
0.64%
New
21
Increased
97
Reduced
36
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HA
101
Herold Advisors
New York
$1.39M +$88.3K +1,286 +6%
GWA
102
Geometric Wealth Advisors
District of Columbia
$1.2M -$9.54M -138,977 -88%
PP
103
PrairieView Partners
Minnesota
$1.1M -$109K -1,583 -8%
CPA
104
Capital Performance Advisors
California
$1.08M -$255K -3,711 -18%
MFC
105
Morris Financial Concepts
South Carolina
$1.06M -$104K -1,512 -8%
WW
106
Waterfront Wealth
Kansas
$1.04M -$92.7K -1,350 -8%
Wealth Enhancement Advisory Services
107
Wealth Enhancement Advisory Services
Minnesota
$1.02M +$723K +10,534 +198%
HFS
108
Heritage Financial Services
Massachusetts
$1M +$505K +7,360 +84%
GA
109
Greenspring Advisors
Maryland
$973K -$394K -5,732 -27%
CW
110
CreativeOne Wealth
Kansas
$949K -$67.8K -988 -6%
WMP
111
Wealth Management Partners
Arizona
$934K
IFS
112
Intelligent Financial Strategies
Minnesota
$885K +$614K +8,935 +170%
UWM
113
USAdvisors Wealth Management
Minnesota
$810K +$26K +378 +3%
AT
114
American Trust
Kentucky
$808K +$139K +2,019 +18%
M&T Bank
115
M&T Bank
New York
$785K
MHB
116
Midwest Heritage Bank
Iowa
$771K +$351K +5,109 +70%
SS
117
Sunbelt Securities
Texas
$761K +$2.4K +35 +0.3%
FPAS
118
Focus Partners Advisor Solutions
Missouri
$756K +$173K +2,526 +26%
Truist Financial
119
Truist Financial
North Carolina
$703K +$775K +11,281 New
BCI
120
Brinker Capital Investments
Pennsylvania
$696K -$409K -5,951 -35%
CHA
121
Cooper/Haims Advisors
New York
$628K +$369K +5,370 +114%
HIP
122
HUB Investment Partners
Texas
$626K +$689K +10,040 New
DY
123
Dowling & Yahnke
California
$564K +$621K +9,047 New
RIG
124
Roosevelt Investment Group
New York
$557K +$18.4K +268 +3%
AWM
125
Aprio Wealth Management
Georgia
$548K +$604K +8,790 New

AVUS Hedge Fund Activity: Q3 2022 in Review

168 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Avantis US Equity ETF (AVUS) for Q3 2022, worth a combined $1.5B — up 19% from $1.26B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new AVUS positions and 14 closed out — a net gain of 7 holders — while 97 added to existing stakes and 36 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $38.4M. The largest seller was HB Wealth Management, cutting an estimated $12.7M.

  • 168 institutional investors held Avantis US Equity ETF (AVUS) as of Q3 2022, up from 162 in Q2 2022.
  • Funds reported $1.5B of Avantis US Equity ETF stock for Q3 2022, up 19% quarter-over-quarter.
  • 21 funds opened new Avantis US Equity ETF positions in Q3 2022 and 14 closed out, a net change of +7 holders.
  • The largest Avantis US Equity ETF buyer in Q3 2022 was HighTower Advisors, an estimated $38.4M added.
  • The largest Avantis US Equity ETF seller in Q3 2022 was HB Wealth Management, an estimated $12.7M sold.

Based on aggregated 13F filings for Q3 2022.