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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
AC
126
Applied Capital
Arkansas
$208K -$2.02M -26,466 -91%
CWM
127
Calamos Wealth Management
Illinois
$206K
TCWA
128
Ten Capital Wealth Advisors
Washington
$182K +$180K +2,365 New
AIP
129
Ahrens Investment Partners
Louisiana
$83K -$166K -2,178 -67%
Qube Research & Technologies (QRT)
130
Qube Research & Technologies (QRT)
United Kingdom
$52K +$51K +669 New
PFGIA
131
Patriot Financial Group Insurance Agency
Massachusetts
$46K +$1.29K +17 +3%
RIM
132
Rockbridge Investment Management
New York
$21.9K
BC
133
Burleson & Co
California
$19K +$76 +1 +0.4%
Bank of America
134
Bank of America
North Carolina
$16K +$15.5K +203 New
AF
135
Allworth Financial
California
$16K +$16K +210 New
JWM
136
Janiczek Wealth Management
Colorado
$15K +$11.6K +152 +338%
LFA
137
Level Financial Advisors
New York
$7K +$76 +1 +1%
CFO
138
CVA Family Office
Colorado
$5K +$4.57K +60 New
ADL
139
Asset Dedication LLC
California
$4K +$3.88K +51 New
ODG
140
O'Dell Group
Ohio
$2K
Citigroup
141
Citigroup
New York
$2K +$1.83K +24 New
KFI
142
Key Financial Inc
Pennsylvania
$2K +$1.98K +26 New
TIM
143
Tevis Investment Management
Texas
$1K
CWP
144
Concord Wealth Partners
Virginia
$1K +$685 +9 +900%
TFS
145
TrustCore Financial Services
Tennessee
$1K +$685 +9 New
GRP
146
Global Retirement Partners
California
$1K +$1.52K +20 New
AWP
147
Abacus Wealth Partners
California
-$2.65M -33,104 Closed
AFG
148
Albion Financial Group
Utah
-$901K -11,236 Closed
Renaissance Technologies
149
Renaissance Technologies
New York
-$713K -8,900 Closed
FWI
150
Facet Wealth Inc
Maryland
-$423K -5,273 Closed

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.