We are live on ! Find out more
AVUS icon

Avantis US Equity ETF

268 hedge funds and large institutions have $3.17B invested in Avantis US Equity ETF in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 141 increasing their positions, 68 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 8

107% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 68

20% more capital invested

Capital invested by funds: $2.65B → $3.17B (+$523M)

10% more funds holding in top 10

Funds holding in top 10: 5965 (+6)

8% more funds holding

Funds holding: 249268 (+19)

3.9% more ownership

Funds ownership: 67.86%71.76% (+3.9%)

100% less call options, than puts

Call options by funds: $23K | Put options by funds: $21.3M

Holders
268
Holders Change
+19
Holders Change %
+7.63%
% of All Funds
4.21%
Holding in Top 10
65
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+10.17%
% of All Funds
1.02%
New
31
Increased
141
Reduced
68
Closed
8
Calls
$23K
Puts
$21.3M
Net Calls
-$21.3M
Net Calls Change
-$1.41M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
101
Bayshore Asset Management
Florida
$4.85M +$626K +8,744 +16%
PAG
102
Private Advisor Group
New Jersey
$4.77M -$1.63M -22,820 -27%
AHC
103
Anderson Hoagland & Co
Missouri
$4.74M +$139K +1,942 +3%
Cambridge Investment Research Advisors
104
Cambridge Investment Research Advisors
Iowa
$4.73M +$19.5K +273 +0.4%
FFM
105
Forum Financial Management
Illinois
$4.62M +$30.5K +426 +0.7%
FWI
106
Facet Wealth Inc
Maryland
$4.58M -$243K -3,390 -5%
SCM
107
SOL Capital Management
Maryland
$4.45M +$210K +2,937 +5%
MFA
108
Morling Financial Advisors
California
$4.1M +$55.5K +775 +1%
GWA
109
Geometric Wealth Advisors
District of Columbia
$4.03M
FIA
110
Foundations Investment Advisors
Arizona
$4.01M +$1.08M +15,060 +39%
PWM
111
Perigon Wealth Management
California
$3.91M +$1.15M +16,130 +45%
FFA
112
Farther Finance Advisors
California
$3.89M +$647K +9,041 +21%
T
113
TRUADVICE
Florida
$3.86M +$32.8K +458 +0.9%
CWM
114
Castle Wealth Management
Florida
$3.86M +$1.14M +15,939 +45%
QHA
115
Quarry Hill Advisors
Minnesota
$3.85M -$634K -8,856 -15%
MWP
116
Meredith Wealth Planning
Illinois
$3.84M +$1.19M +16,689 +49%
EWA
117
EverSource Wealth Advisors
Alabama
$3.72M -$121K -1,690 -3%
UBS Group
118
UBS Group
Switzerland
$3.68M -$1.01M -14,174 -22%
CGPCS
119
Capital Group Private Client Services
California
$3.62M +$590K +8,247 +21%
Susquehanna International Group
120
Susquehanna International Group
Pennsylvania
$3.52M -$2.57M -35,954 -43%
CIAS
121
Capital Investment Advisory Services
North Carolina
$3.45M -$155K -2,166 -5%
MA
122
Mutual Advisors
Nebraska
$3.39M +$427K +5,973 +15%
OCM
123
Orion Capital Management
California
$3.38M +$3.13M +43,778 +3,633%
CWA
124
Canvas Wealth Advisors
Kansas
$3.19M +$424K +5,922 +17%
LSA
125
L & S Advisors
California
$3.13M +$280K +3,908 +10%

AVUS Hedge Fund Activity: Q2 2023 in Review

268 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Avantis US Equity ETF (AVUS) for Q2 2023, worth a combined $3.17B — up 20% from $2.65B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new AVUS positions and 8 closed out — a net gain of 23 holders — while 141 added to existing stakes and 68 trimmed.

The largest buyer was Allworth Financial, adding an estimated $67M. The largest seller was Avestar Capital, cutting an estimated $17.8M.

  • 268 institutional investors held Avantis US Equity ETF (AVUS) as of Q2 2023, up from 249 in Q1 2023.
  • Funds reported $3.17B of Avantis US Equity ETF stock for Q2 2023, up 20% quarter-over-quarter.
  • 31 funds opened new Avantis US Equity ETF positions in Q2 2023 and 8 closed out, a net change of +23 holders.
  • The largest Avantis US Equity ETF buyer in Q2 2023 was Allworth Financial, an estimated $67M added.
  • The largest Avantis US Equity ETF seller in Q2 2023 was Avestar Capital, an estimated $17.8M sold.

Based on aggregated 13F filings for Q2 2023.