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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
SWM
126
Seed Wealth Management
Illinois
$3.1M
SFC
127
Strategic Financial Concepts
Texas
$3.06M +$508K +7,096 +21%
JIC
128
JRM Investment Counsel
Nebraska
$3.06M -$264K -3,695 -8%
HA
129
Herold Advisors
New York
$3.02M +$1.3M +18,157 +83%
CPWM
130
Cypress Point Wealth Management
Texas
$2.82M +$260K +3,636 +11%
CWM
131
Cornerstone Wealth Management
Missouri
$2.7M +$651K +9,102 +34%
TFP
132
Triune Financial Partners
Kansas
$2.67M +$9.59K +134 +0.4%
BA
133
Bridge Advisory
California
$2.52M +$117K +1,636 +5%
RWM
134
Ruedi Wealth Management
Illinois
$2.49M +$463K +6,476 +24%
GWM
135
Geneos Wealth Management
Colorado
$2.47M +$14K +196 +0.6%
PFO
136
Pathstone Family Office
New Jersey
$2.45M +$2.33M +32,615 New
UB
137
UMB Bank
Missouri
$2.43M -$705K -9,855 -23%
AC
138
Apella Capital
Connecticut
$2.42M +$2.3M +32,165 New
PP
139
Prosperity Planning
Missouri
$2.33M +$147K +2,060 +7%
EWP
140
Elevation Wealth Partners
California
$2.32M +$40.6K +567 +2%
SWM
141
Silverlake Wealth Management
Vermont
$2.28M +$2.29K +32 +0.1%
SAG
142
SageView Advisory Group
California
$2.26M -$122K -1,707 -5%
KW
143
KWB Wealth
California
$2.22M -$40.9K -572 -2%
CAPTRUST Financial Advisors
144
CAPTRUST Financial Advisors
North Carolina
$2.18M +$2.07M +28,988 New
Stifel Financial
145
Stifel Financial
Missouri
$2.11M +$940K +13,131 +88%
MFG
146
Magnus Financial Group
New York
$2.1M -$170K -2,369 -8%
Renaissance Technologies
147
Renaissance Technologies
New York
$2.02M +$1.4M +19,500 +264%
Mariner
148
Mariner
Kansas
$1.95M +$242K +3,388 +15%
AAS
149
Avantax Advisory Services
Texas
$1.93M +$1.48M +20,619 +407%
NRWA
150
North Ridge Wealth Advisors
Oregon
$1.9M +$15.2K +213 +0.9%

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.