Avantis US Equity ETF
AVUS
8 hedge funds and large institutions have $143M invested in Avantis US Equity ETF in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, increasing their positions, 1 reducing their positions, and 3 closing their positions.
1,123% more capital invested
Capital invested by funds: $11.7M → $143M (+$131M)
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
100% more funds holding
Funds holding: 4 → 8 (+4)
12.01% less ownership
Funds ownership: 96.85% → 84.84% (-12%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
Top Sellers
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$3.01M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$3.01M |
| 3 |
JP Morgan Chase
New York
|
-$3.01M |
| 4 |
SG Americas Securities
New York
|
-$1.92M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
American Century Companies
Kansas City,
Missouri
| $130M | +$124M | +2,387,281 | New |
|
|
PL
2
Plancorp LLC
Saint Louis,
Missouri
| $8.63M | +$8.26M | +158,669 | New |
|
|
MFG
3
Magnus Financial Group
New York
| $2.46M | +$2.36M | +45,276 | New |
|
|
4
SG Americas Securities
New York
| $851K | -$1.92M | -36,810 | -70% |
|
5
Commonwealth Equity Services
Waltham,
Massachusetts
| $352K | +$337K | +6,476 | New |
|
|
CPIG
6
Chicago Partners Investment Group
Chicago,
Illinois
| $275K | +$256K | +4,924 | New |
|
|
MFT
7
Moisand Fitzgerald Tamayo
Orlando,
Florida
| $91K | +$87.1K | +1,674 | New |
|
|
GTAM
8
Global Trust Asset Management
West Palm Beach,
Florida
| $87K | +$83.3K | +1,600 | New |
|
|
9
Bank of America
Charlotte,
North Carolina
| – | -$3.01M | -60,000 | Closed |
|
|
CS
10
Credit Suisse
Zurich,
Switzerland
| – | -$3.01M | -60,000 | Closed |
|
|
11
JP Morgan Chase
New York
| – | -$3.01M | -60,000 | Closed |
|
AVUS Hedge Fund Activity: Q4 2019 in Review
8 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Avantis US Equity ETF (AVUS) for Q4 2019, worth a combined $143M — up 1,123% from $11.7M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new AVUS positions and 3 closed out — a net gain of 4 holders — while 0 added to existing stakes and 1 trimmed.
The largest buyer was American Century Companies, opening a new position worth an estimated $124M. The largest seller was Bank of America, exiting entirely with an estimated $3.01M sold.
- 8 institutional investors held Avantis US Equity ETF (AVUS) as of Q4 2019, up from 4 in Q3 2019.
- Funds reported $143M of Avantis US Equity ETF stock for Q4 2019, up 1,123% quarter-over-quarter.
- 7 funds opened new Avantis US Equity ETF positions in Q4 2019 and 3 closed out, a net change of +4 holders.
- The largest Avantis US Equity ETF buyer in Q4 2019 was American Century Companies, an estimated $124M added.
- The largest Avantis US Equity ETF seller in Q4 2019 was Bank of America, an estimated $3.01M sold.
Based on aggregated 13F filings for Q4 2019.