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Avantis US Equity ETF
AVUS

16 hedge funds and large institutions have $151M invested in Avantis US Equity ETF in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 0 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 1

100% more funds holding

Funds holding: 8 → 16 (+8)

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

6% more capital invested

Capital invested by funds: $143M → $151M (+$8.5M)

16.43% less ownership

Funds ownership: 84.84% → 68.41% (-16%)

Holders
16
Holders Change
+8
Holders Change %
+100%
% of All Funds
0.35%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
9
Increased
7
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RW
RVW Wealth
California
+$26.1M
2
PL
Plancorp LLC
Missouri
+$10.4M
3
American Century Companies
American Century Companies
Missouri
+$5.29M
4
VCM
Versant Capital Management
Arizona
+$2.79M
5
CL
CPWM LLC
Washington
+$2.73M

Top Sellers

1
GTAM
Global Trust Asset Management
Florida
-$87K
Name Holding Trade Value Shares
Change 		Change in
Stake
American Century Companies
1
American Century Companies
Missouri
$102M +$5.29M +104,808 +4%
RW
2
RVW Wealth
California
$21.2M +$26.1M +517,298 New
PL
3
Plancorp LLC
Missouri
$14.9M +$10.4M +205,715 +130%
VCM
4
Versant Capital Management
Arizona
$2.26M +$2.79M +55,365 New
CL
5
CPWM LLC
Washington
$2.21M +$2.73M +54,100 New
MFG
6
Magnus Financial Group
New York
$2.05M +$248K +4,907 +11%
HighTower Advisors
7
HighTower Advisors
Illinois
$1.91M +$2.35M +46,588 New
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.82M +$1.92M +38,051 +588%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.11M +$1.37M +27,234 New
SG Americas Securities
10
SG Americas Securities
New York
$708K +$84.9K +1,682 +11%
PWM
11
Perigon Wealth Management
California
$542K +$617K +12,214 New
CPIG
12
Chicago Partners Investment Group
Illinois
$260K +$42.3K +838 +17%
MWM
13
Merriman Wealth Management
Washington
$209K +$258K +5,119 New
MFT
14
Moisand Fitzgerald Tamayo
Florida
$70K +$1.97K +39 +2%
PP
15
PrairieView Partners
Minnesota
$9K +$10.9K +215 New
GTAM
16
Global Trust Asset Management
Florida
– -$87K -1,600 Closed
Fidelity Investments
17
Fidelity Investments
Massachusetts
– +$50 +1 New

AVUS Hedge Fund Activity: Q1 2020 in Review

16 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Avantis US Equity ETF (AVUS) for Q1 2020, worth a combined $151M — up 6% from $143M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new AVUS positions and 1 closed out — a net gain of 8 holders — while 7 added to existing stakes and 0 trimmed.

The largest buyer was RVW Wealth, opening a new position worth an estimated $26.1M. The largest seller was Global Trust Asset Management, exiting entirely with an estimated $87K sold.

  • 16 institutional investors held Avantis US Equity ETF (AVUS) as of Q1 2020, up from 8 in Q4 2019.
  • Funds reported $151M of Avantis US Equity ETF stock for Q1 2020, up 6% quarter-over-quarter.
  • 9 funds opened new Avantis US Equity ETF positions in Q1 2020 and 1 closed out, a net change of +8 holders.
  • The largest Avantis US Equity ETF buyer in Q1 2020 was RVW Wealth, an estimated $26.1M added.
  • The largest Avantis US Equity ETF seller in Q1 2020 was Global Trust Asset Management, an estimated $87K sold.

Based on aggregated 13F filings for Q1 2020.