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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
LG
201
LAM Group
Oregon
$604K -$358 -5 -0.1%
CHAM
202
Clear Harbor Asset Management
Connecticut
$604K +$3.51K +49 +0.6%
AAM
203
Austin Asset Management
Texas
$600K +$212K +2,969 +59%
SFM
204
Signet Financial Management
New Jersey
$594K +$22.8K +319 +4%
EAM
205
Evanson Asset Management
California
$578K +$21.3K +298 +4%
AAS
206
Ameritas Advisory Services
Nebraska
$576K +$190K +2,650 +52%
WCWM
207
Willow Creek Wealth Management
California
$574K
PCP
208
Proficio Capital Partners
Massachusetts
$545K +$519K +7,250 New
OPWM
209
Oakwell Private Wealth Management
Texas
$535K -$19.6K -274 -4%
Ameriprise
210
Ameriprise
Minnesota
$535K +$509K +7,111 New
WAS
211
WESPAC Advisors SoCal
California
$514K -$1.17M -16,348 -71%
Jane Street
212
Jane Street
New York
$512K -$2.3M -32,100 -82%
Marshall Wace
213
Marshall Wace
United Kingdom
$510K +$149K +2,086 +44%
WIA
214
World Investment Advisors
California
$504K +$479K +6,700 New
DPI
215
Diversified Portfolios Inc
Michigan
$501K -$17.9K -250 -4%
Royal Bank of Canada
216
Royal Bank of Canada
Ontario, Canada
$493K +$359K +5,024 +329%
TFA
217
Triad Financial Advisors
North Carolina
$468K +$358 +5 +0.1%
BJL
218
Brighton Jones LLC
Washington
$462K +$1.65K +23 +0.4%
AWS
219
Atria Wealth Solutions
New York
$406K +$24.3K +339 +7%
RJT
220
Raymond James Trust
Florida
$400K
VAS
221
Vestmark Advisory Solutions
Massachusetts
$397K +$3.51K +49 +0.9%
PTC
222
Private Trust Company
Ohio
$395K +$66.8K +933 +22%
FAG
223
Fortitude Advisory Group
Washington
$382K +$39.9K +557 +12%
AFA
224
Alpha Financial Advisors
North Carolina
$381K
WAP
225
Wealthcare Advisory Partners
Pennsylvania
$371K -$56.8K -794 -14%

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.