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Avantis US Equity ETF
AVUS

215 hedge funds and large institutions have $2.35B invested in Avantis US Equity ETF in 2022 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 108 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 9

260% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 30

57% more capital invested

Capital invested by funds: $1.5B → $2.35B (+$852M)

43% more funds holding in top 10

Funds holding in top 10: 37 → 53 (+16)

28% more funds holding

Funds holding: 168 → 215 (+47)

9.78% more ownership

Funds ownership: 62.69% → 72.47% (+9.8%)

Holders
215
Holders Change
+47
Holders Change %
+27.98%
% of All Funds
3.46%
Holding in Top 10
53
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+43.24%
% of All Funds
0.85%
New
63
Increased
108
Reduced
30
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
+$283M
2
American Century Companies
American Century Companies
Missouri
+$28M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$24.2M
4
RW
RVW Wealth
California
+$23.8M
5
JMPWA
JP Morgan Private Wealth Advisors
California
+$16.8M

Top Sellers

Rank Fund Capital Flow
1
WFA
Websterrogers Financial Advisors
South Carolina
-$30.9M
2
FIA
Foundations Investment Advisors
Arizona
-$4.38M
3
HIGP
Hill Investment Group Partners
Missouri
-$4.15M
4
PCM
Passive Capital Management
Maryland
-$2.56M
5
RCG
Regatta Capital Group
California
-$1.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
T
101
TRUADVICE
Florida
$2.82M +$17.2K +251 +0.6%
Susquehanna International Group
102
Susquehanna International Group
Pennsylvania
$2.76M +$2.78M +40,645 New
UB
103
UMB Bank
Missouri
$2.64M +$392K +5,733 +17%
SWM
104
Seed Wealth Management
Illinois
$2.64M +$2.65M +38,810 New
TFP
105
Triune Financial Partners
Kansas
$2.56M +$2.58M +37,696 New
Osaic Holdings
106
Osaic Holdings
Arizona
$2.52M -$37.5K -548 -1%
PWM
107
Perigon Wealth Management
California
$2.49M -$393K -5,757 -14%
BCM
108
Brainard Capital Management
Texas
$2.43M +$2.45M +35,796 New
FFA
109
Farther Finance Advisors
California
$2.39M +$2.4M +35,171 New
AC
110
Apella Capital
Connecticut
$2.36M -$430K -6,295 -15%
MA
111
Mutual Advisors
Nebraska
$2.2M +$487K +7,119 +28%
SAG
112
SageView Advisory Group
California
$2.18M +$2.19M +32,080 New
CGPCS
113
Capital Group Private Client Services
California
$2.13M +$560K +8,201 +35%
Goldman Sachs
114
Goldman Sachs
New York
$2.13M +$2.14M +31,325 New
BA
115
Bridge Advisory
California
$2.12M +$466K +6,814 +28%
QA
116
Quantitative Advantage
Minnesota
$2.08M -$99K -1,449 -5%
CPWM
117
Cypress Point Wealth Management
Texas
$2.07M +$2.08M +30,462 New
KW
118
KWB Wealth
California
$2.05M +$2.06M +30,098 New
SWM
119
Silverlake Wealth Management
Vermont
$2.05M -$33.7K -493 -2%
MFG
120
Magnus Financial Group
New York
$2.03M -$311K -4,555 -13%
FIA
121
Foundations Investment Advisors
Arizona
$1.95M -$4.38M -64,041 -69%
RWM
122
Ruedi Wealth Management
Illinois
$1.8M +$1.8M +26,410 New
Wealth Enhancement Advisory Services
123
Wealth Enhancement Advisory Services
Minnesota
$1.68M +$525K +7,689 +49%
CCWA
124
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.67M +$1.68M +24,618 New
PAG
125
Private Advisor Group
New Jersey
$1.66M +$393K +5,744 +9%
3 4
5
6 7

AVUS Hedge Fund Activity: Q4 2022 in Review

215 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Avantis US Equity ETF (AVUS) for Q4 2022, worth a combined $2.35B — up 57% from $1.5B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new AVUS positions and 9 closed out — a net gain of 54 holders — while 108 added to existing stakes and 30 trimmed.

The largest buyer was Creative Planning, opening a new position worth an estimated $283M. The largest seller was Websterrogers Financial Advisors, cutting an estimated $30.9M.

  • 215 institutional investors held Avantis US Equity ETF (AVUS) as of Q4 2022, up from 168 in Q3 2022.
  • Funds reported $2.35B of Avantis US Equity ETF stock for Q4 2022, up 57% quarter-over-quarter.
  • 63 funds opened new Avantis US Equity ETF positions in Q4 2022 and 9 closed out, a net change of +54 holders.
  • The largest Avantis US Equity ETF buyer in Q4 2022 was Creative Planning, an estimated $283M added.
  • The largest Avantis US Equity ETF seller in Q4 2022 was Websterrogers Financial Advisors, an estimated $30.9M sold.

Based on aggregated 13F filings for Q4 2022.