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Avantis US Equity ETF
AVUS

274 hedge funds and large institutions have $3.26B invested in Avantis US Equity ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 137 increasing their positions, 72 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 72

59% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 17

2% more funds holding

Funds holding: 268 → 274 (+6)

3% more capital invested

Capital invested by funds: $3.17B → $3.26B (+$86.3M)

0.33% less ownership

Funds ownership: 71.76% → 71.43% (-0.33%)

3% less funds holding in top 10

Funds holding in top 10: 65 → 63 (-2)

75% less call options, than puts

Call options by funds: $51K | Put options by funds: $205K

Holders
274
Holders Change
+6
Holders Change %
+2.24%
% of All Funds
4.35%
Holding in Top 10
63
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.08%
% of All Funds
1%
New
27
Increased
137
Reduced
72
Closed
17
Calls
$51K
Puts
$205K
Net Calls
-$154K
Net Calls Change
+$21.2M

Top Buyers

1
TIA
Traphagen Investment Advisors
New Jersey
+$83.2M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$46.6M
3
Bank of America
Bank of America
North Carolina
+$25.6M
4
WWA
WCG Wealth Advisors
Nevada
+$21M
5
American Century Companies
American Century Companies
Missouri
+$18.9M

Top Sellers

1
PLFA
Pacific Life Fund Advisors
California
-$37.4M
2
Creative Planning
Creative Planning
Kansas
-$21.3M
3
VWA
V Wealth Advisors
Kansas
-$19.1M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$12.1M
5
JP Morgan Chase
JP Morgan Chase
New York
-$11.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
126
JP Morgan Chase
New York
$3.32M -$11.5M -151,368 -77%
AAS
127
Avantax Advisory Services
Texas
$3.32M +$1.49M +19,654 +77%
SWM
128
SFG Wealth Management
Maryland
$3.27M +$3.39M +44,601 New
CIAS
129
Capital Investment Advisory Services
North Carolina
$3.24M -$127K -1,668 -4%
T
130
TRUADVICE
Florida
$3.2M -$540K -7,111 -14%
JIC
131
JRM Investment Counsel
Nebraska
$3.11M +$134K +1,761 +4%
SWM
132
Seed Wealth Management
Illinois
$3.1M +$91.2K +1,200 +3%
CWA
133
Canvas Wealth Advisors
Kansas
$3.08M +$140K +1,837 +4%
HA
134
Herold Advisors
New York
$3.04M +$103K +1,357 +3%
CPWM
135
Cypress Point Wealth Management
Texas
$2.99M +$252K +3,321 +9%
CWM
136
Cornerstone Wealth Management
Missouri
$2.9M +$279K +3,669 +10%
TFP
137
Triune Financial Partners
Kansas
$2.62M +$9.88K +130 +0.4%
BA
138
Bridge Advisory
California
$2.49M +$36K +474 +1%
GWM
139
Geneos Wealth Management
Colorado
$2.44M +$33.4K +440 +1%
AC
140
Apella Capital
Connecticut
$2.44M +$82.3K +1,084 +3%
Rockefeller Capital Management
141
Rockefeller Capital Management
New York
$2.42M +$958K +12,607 +62%
PFO
142
Pathstone Family Office
New Jersey
$2.39M -$4.41K -58 -0.2%
Stifel Financial
143
Stifel Financial
Missouri
$2.38M +$338K +4,445 +16%
RWM
144
Ruedi Wealth Management
Illinois
$2.32M -$111K -1,458 -4%
PP
145
Prosperity Planning
Missouri
$2.31M +$45.4K +597 +2%
EWP
146
Elevation Wealth Partners
California
$2.28M +$28.3K +373 +1%
SWM
147
Silverlake Wealth Management
Vermont
$2.22M -$1.59K -21 -0.1%
KW
148
KWB Wealth
California
$2.22M – – –
SAG
149
SageView Advisory Group
California
$2.21M +$8.81K +116 +0.4%
MFG
150
Magnus Financial Group
New York
$2.05M -$1.22K -16 -0.1%
4 5
6
7 8

AVUS Hedge Fund Activity: Q3 2023 in Review

274 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Avantis US Equity ETF (AVUS) for Q3 2023, worth a combined $3.26B — up 2.7% from $3.17B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new AVUS positions and 17 closed out — a net gain of 10 holders — while 137 added to existing stakes and 72 trimmed.

The largest buyer was Traphagen Investment Advisors, opening a new position worth an estimated $83.2M. The largest seller was Pacific Life Fund Advisors, cutting an estimated $37.4M.

  • 274 institutional investors held Avantis US Equity ETF (AVUS) as of Q3 2023, up from 268 in Q2 2023.
  • Funds reported $3.26B of Avantis US Equity ETF stock for Q3 2023, up 2.7% quarter-over-quarter.
  • 27 funds opened new Avantis US Equity ETF positions in Q3 2023 and 17 closed out, a net change of +10 holders.
  • The largest Avantis US Equity ETF buyer in Q3 2023 was Traphagen Investment Advisors, an estimated $83.2M added.
  • The largest Avantis US Equity ETF seller in Q3 2023 was Pacific Life Fund Advisors, an estimated $37.4M sold.

Based on aggregated 13F filings for Q3 2023.