We are live on ! Find out more
AVUS icon

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
FPGK
151
Financial Partners Group (Kansas)
Kansas
$200K +$961 +14 +0.4%
MFT
152
Moisand Fitzgerald Tamayo
Florida
$180K -$3.91K -57 -2%
TCWA
153
Ten Capital Wealth Advisors
Washington
$147K
EW
154
Evoke Wealth
California
$130K +$143K +2,079 New
ADL
155
Asset Dedication LLC
California
$86K +$6.59K +96 +7%
Royal Bank of Canada
156
Royal Bank of Canada
Ontario, Canada
$75K -$1.58K -23 -2%
APW
157
Axim Planning & Wealth
Ohio
$24K +$25.8K +375 +6,250%
SOS
158
Silver Oak Securities
Tennessee
$20.5K +$19.2K +280 New
GRP
159
Global Retirement Partners
California
$19K +$17.7K +258 +1,290%
BC
160
Burleson & Co
California
$15K
JWM
161
Janiczek Wealth Management
Colorado
$13K
PTC
162
Private Trust Company
Ohio
$9K
M1FG
163
Mach-1 Financial Group
Arkansas
$7K
WPA
164
West Paces Advisors
Georgia
$6.67K
HI
165
Harbour Investments
Wisconsin
$2K
KFI
166
Key Financial Inc
Pennsylvania
$2K
ODG
167
O'Dell Group
Ohio
$1K
Susquehanna International Group
168
Susquehanna International Group
Pennsylvania
-$7.89M -121,362 Closed
MAM
169
Marquette Asset Management
Minnesota
-$2.63M -40,500 Closed
OMC
170
Old Mission Capital
Illinois
-$1.88M -28,945 Closed
BA
171
Bridgewater Advisors
New York
-$986K -15,163 Closed
Goldman Sachs
172
Goldman Sachs
New York
-$800K -12,298 Closed
JIC
173
Johnson Investment Counsel
Ohio
-$437K -6,713 Closed
OPS
174
Orion Portfolio Solutions
Nebraska
-$204K -3,135 Closed
CFS
175
CRA Financial Services
New Jersey
-$203K -3,121 Closed

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.