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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
SDWIA
126
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$546K +$256K +3,732 +74%
IWM
127
IHT Wealth Management
Illinois
$532K +$38.7K +564 +7%
FFM
128
Forum Financial Management
Illinois
$491K +$540K +7,869 New
NL
129
NWAM LLC
Washington
$486K -$204K -2,971 -28%
DPI
130
Diversified Portfolios Inc
Michigan
$453K -$55.9K -814 -10%
TI
131
Truepoint Inc
Ohio
$402K +$221K +3,217 +99%
BJL
132
Brighton Jones LLC
Washington
$363K +$1.78K +26 +0.4%
SIC
133
SJS Investment Consulting
Ohio
$356K +$392K +5,702 New
Jane Street
134
Jane Street
New York
$348K -$9.66M -140,647 -96%
RW
135
REDW Wealth
New Mexico
$337K +$371K +5,404 New
OPWM
136
Oakwell Private Wealth Management
Texas
$335K -$1.24M -18,064 -77%
RJT
137
Raymond James Trust
Florida
$332K
Renaissance Technologies
138
Renaissance Technologies
New York
$312K -$673K -9,800 -66%
AAM
139
Austin Asset Management
Texas
$310K +$1.51K +22 +0.4%
EAM
140
Evanson Asset Management
California
$302K +$66.3K +966 +25%
JTWM
141
Jackson Thornton Wealth Management
Alabama
$302K +$333K +4,851 New
BWM
142
BerganKDV Wealth Management
Minnesota
$290K
CHAM
143
Clear Harbor Asset Management
Connecticut
$284K +$313K +4,556 New
FAG
144
Fortitude Advisory Group
Washington
$282K
FA
145
Faithward Advisors
Pennsylvania
$280K +$309K +4,493 New
CB
146
Commerce Bank
Missouri
$259K +$65.2K +950 +30%
MWM
147
Merriman Wealth Management
Washington
$258K +$59.1K +861 +26%
RHBC
148
R.H. Bluestein & Co
Michigan
$241K -$91K -1,325 -26%
Wealthfront Advisers
149
Wealthfront Advisers
California
$228K +$37.6K +548 +18%
AAS
150
Avantax Advisory Services
Texas
$226K +$249K +3,626 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.