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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
PTC
151
Private Trust Company
Ohio
$9K +$9.93K +140 New
M1FG
152
Mach-1 Financial Group
Arkansas
$8K +$8.94K +126 New
WPA
153
West Paces Advisors
Georgia
$6.96K +$7.59K +107 New
CFO
154
CVA Family Office
Colorado
$4K
KFI
155
Key Financial Inc
Pennsylvania
$2K
ODG
156
O'Dell Group
Ohio
$2K
HI
157
Harbour Investments
Wisconsin
$2K +$1.7K +24 New
Simplex Trading
158
Simplex Trading
Illinois
$2K +$2.41K +34 New
GRP
159
Global Retirement Partners
California
$1K
TIM
160
Tevis Investment Management
Texas
$1K
MCA
161
Magnolia Capital Advisors
Mississippi
-$7.58M -98,332 Closed
CCM
162
Coldstream Capital Management
Washington
-$2.31M -30,000 Closed
SWP
163
Stratos Wealth Partners
Ohio
-$1.9M -24,665 Closed
CCWA
164
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$1.05M -13,627 Closed
AAS
165
Avantax Advisory Services
Texas
-$968K -12,564 Closed
APG
166
Abacus Planning Group
South Carolina
-$756K -9,811 Closed
CPP
167
Capasso Planning Partners
South Carolina
-$586K -7,602 Closed
Stifel Financial
168
Stifel Financial
Missouri
-$400K -5,194 Closed
FNT
169
First National Trust
Pennsylvania
-$270K -3,500 Closed
MWM
170
Maripau Wealth Management
Indiana
-$256K -3,444 Closed
LFA
171
Lauterbach Financial Advisors
Texas
-$220K -2,849 Closed
PFA
172
Pure Financial Advisors
California
-$216K -2,808 Closed
AC
173
Applied Capital
Arkansas
-$208K -2,698 Closed
CWM
174
Calamos Wealth Management
Illinois
-$206K -2,673 Closed
Qube Research & Technologies (QRT)
175
Qube Research & Technologies (QRT)
United Kingdom
-$52K -669 Closed

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.