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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
AAM
126
Austin Asset Management
Texas
$322K +$1.42K +20 +0.4%
CHA
127
Cooper/Haims Advisors
New York
$305K +$333K +4,696 New
BWM
128
BerganKDV Wealth Management
Minnesota
$303K
FAG
129
Fortitude Advisory Group
Washington
$295K
EAM
130
Evanson Asset Management
California
$252K +$51.4K +724 +23%
BDWCC
131
B&D White Capital Company
Texas
$230K -$3.88M -54,695 -94%
BC
132
Brio Consultants
California
$218K +$238K +3,349 New
MWM
133
Merriman Wealth Management
Washington
$213K
TI
134
Truepoint Inc
Ohio
$210K -$319K -4,496 -58%
FPGK
135
Financial Partners Group (Kansas)
Kansas
$208K +$142 +2 +0.1%
CB
136
Commerce Bank
Missouri
$208K +$227K +3,200 New
OPS
137
Orion Portfolio Solutions
Nebraska
$204K +$222K +3,135 New
CFS
138
CRA Financial Services
New Jersey
$203K +$71 +1 +0%
Wealthfront Advisers
139
Wealthfront Advisers
California
$202K -$19.1K -269 -8%
MFT
140
Moisand Fitzgerald Tamayo
Florida
$191K +$7.38K +104 +4%
TCWA
141
Ten Capital Wealth Advisors
Washington
$154K
Bank of America
142
Bank of America
North Carolina
$96K +$91K +1,282 +632%
ADL
143
Asset Dedication LLC
California
$85K +$88.2K +1,243 +2,437%
Royal Bank of Canada
144
Royal Bank of Canada
Ontario, Canada
$79K +$86.6K +1,221 New
AIP
145
Ahrens Investment Partners
Louisiana
$64K -$6.95K -98 -9%
TRCT
146
Tower Research Capital (TRC)
New York
$28K +$30.3K +427 New
RIM
147
Rockbridge Investment Management
New York
$18.4K
BC
148
Burleson & Co
California
$16K +$71 +1 +0.4%
JWM
149
Janiczek Wealth Management
Colorado
$14K
PFGIA
150
Patriot Financial Group Insurance Agency
Massachusetts
$12K -$28.8K -406 -68%

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.