Avantis US Equity ETF
AVUS
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.
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: 35 → 37 (+2)
4% more funds holding
Funds holding: 162 → 168 (+6)
3.27% more ownership
Funds ownership: 59.42% → 62.69% (+3.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$38.4M |
| 2 |
SAF
Smith Anglin Financial
Dallas,
Texas
|
+$33.5M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$31.3M |
| 4 |
WFA
Wipfli Financial Advisors
Milwaukee,
Wisconsin
|
+$29.6M |
| 5 |
BDWCC
B&D White Capital Company
Lakeway,
Texas
|
+$27.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWM
HB Wealth Management
Atlanta,
Georgia
|
-$12.7M |
| 2 |
Jane Street
New York
|
-$9.66M |
| 3 |
GWA
Geometric Wealth Advisors
Washington,
District of Columbia
|
-$9.54M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$9.03M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$7.89M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIP
176
Ahrens Investment Partners
Lafayette,
Louisiana
| – | -$64K | -981 | Closed |
|
|
TRCT
177
Tower Research Capital (TRC)
New York
| – | -$28K | -427 | Closed |
|
|
RIM
178
Rockbridge Investment Management
Syracuse,
New York
| – | -$18.4K | -283 | Closed |
|
|
PFGIA
179
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$12K | -189 | Closed |
|
180
Simplex Trading
Chicago,
Illinois
| – | -$2K | -34 | Closed |
|
|
TIM
181
Tevis Investment Management
Plano,
Texas
| – | -$1K | -11 | Closed |
|
182
Fidelity Investments
Boston,
Massachusetts
| – | +$69 | +1 | 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.