We are live on ! Find out more
AVUS icon

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
CHA
176
Cooper/Haims Advisors
New York
$874K +$3.15K +44 +0.4%
UWM
177
USAdvisors Wealth Management
Minnesota
$874K -$14.3K -200 -2%
SS
178
Sunbelt Securities
Texas
$872K -$163K -2,275 -16%
SC
179
Savant Capital
Illinois
$872K +$572 +8 +0.1%
HFS
180
Heritage Financial Services
Massachusetts
$869K
VC
181
Vicus Capital
Pennsylvania
$779K +$741K +10,359 New
Wealthfront Advisers
182
Wealthfront Advisers
California
$770K +$253K +3,539 +53%
HIP
183
HUB Investment Partners
Texas
$768K +$6.15K +86 +0.8%
AC
184
Avestar Capital
New York
$763K -$17.8M -248,858 -96%
TC
185
Trilogy Capital
California
$758K -$61.9K -865 -8%
KAS
186
Kestra Advisory Services
Texas
$750K +$184K +2,572 +35%
TI
187
Truepoint Inc
Ohio
$725K +$36.3K +507 +6%
TA
188
TFB Advisors
Kansas
$724K +$689K +9,626 New
DAS
189
Dynamic Advisor Solutions
Arizona
$722K +$55.5K +775 +9%
AWM
190
Aprio Wealth Management
Georgia
$676K +$14.3K +200 +2%
CRC
191
Curi RMB Capital
Illinois
$674K -$5.72K -80 -0.9%
CAN
192
Cetera Advisor Networks
California
$661K -$1.93K -27 -0.3%
PP
193
PrairieView Partners
Minnesota
$652K -$899K -12,562 -59%
AIP
194
Almanack Investment Partners
Pennsylvania
$651K +$619K +8,656 New
BAM
195
Belpointe Asset Management
Nevada
$637K -$29.8K -416 -5%
IFS
196
Intelligent Financial Strategies
Minnesota
$635K -$341K -4,762 -36%
IWM
197
IHT Wealth Management
Illinois
$630K +$22K +308 +4%
CAC
198
Certified Advisory Corp
Florida
$621K +$591K +8,259 New
MHB
199
Midwest Heritage Bank
Iowa
$621K
NL
200
NWAM LLC
Washington
$620K +$31.3K +438 +6%

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.