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Avantis US Equity ETF

33 hedge funds and large institutions have $389M invested in Avantis US Equity ETF in 2020 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 2

400% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 3

85% more capital invested

Capital invested by funds: $210M → $389M (+$178M)

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

38% more funds holding

Funds holding: 2433 (+9)

18.04% more ownership

Funds ownership: 48.2%66.23% (+18%)

Holders
33
Holders Change
+9
Holders Change %
+37.5%
% of All Funds
0.58%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.12%
New
11
Increased
15
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
1
American Century Companies
Missouri
$152M
WFA
2
Websterrogers Financial Advisors
South Carolina
$98M +$88.1M +1,497,536 New
PL
3
Plancorp LLC
Missouri
$25.2M +$495K +8,422 +2%
RW
4
RVW Wealth
California
$25M +$906K +15,397 +4%
WWP
5
Waypoint Wealth Partners
California
$24.8M +$23.2M +394,386 New
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$8.78M +$201K +3,421 +3%
SRC
7
Sage Rhino Capital
California
$6.96M +$45.9K +781 +0.7%
AP
8
Adero Partners
California
$6.88M +$5.83M +99,151 +988%
OCM
9
Oakwood Capital Management
California
$6.49M +$6.06M +103,085 New
CL
10
CPWM LLC
Washington
$6.28M +$1.16M +19,714 +25%
HighTower Advisors
11
HighTower Advisors
Illinois
$5.72M +$1.48M +25,177 +38%
MCA
12
Magnolia Capital Advisors
Mississippi
$5.06M -$143K -2,435 -3%
VCM
13
Versant Capital Management
Arizona
$3.06M +$101K +1,709 +4%
MAM
14
Marquette Asset Management
Minnesota
$2.55M +$2.38M +40,500 New
MFG
15
Magnus Financial Group
New York
$2.29M +$92.4K +1,571 +5%
PWM
16
Perigon Wealth Management
California
$1.5M +$159K +2,710 +13%
T
17
TRUADVICE
Florida
$1.46M +$557K +9,477 +71%
PA
18
Paracle Advisors
Washington
$1.26M
NWM
19
Northwest Wealth Management
Iowa
$1.23M +$1.15M +19,499 New
Citadel Advisors
20
Citadel Advisors
Florida
$830K -$1.79M -30,496 -70%
APG
21
Abacus Planning Group
South Carolina
$737K +$689K +11,706 New
CPIG
22
Chicago Partners Investment Group
Illinois
$549K +$86.5K +1,470 +21%
PP
23
Prosperity Planning
Missouri
$484K +$452K +7,678 New
RJT
24
Raymond James Trust
Florida
$335K
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$264K +$72.5K +1,233 +42%

AVUS Hedge Fund Activity: Q4 2020 in Review

33 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Avantis US Equity ETF (AVUS) for Q4 2020, worth a combined $389M — up 85% from $210M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new AVUS positions and 2 closed out — a net gain of 9 holders — while 15 added to existing stakes and 3 trimmed.

The largest buyer was Oakwood Capital Management, opening a new position worth an estimated $6.06M. The largest seller was Citadel Advisors, cutting an estimated $1.79M.

  • 33 institutional investors held Avantis US Equity ETF (AVUS) as of Q4 2020, up from 24 in Q3 2020.
  • Funds reported $389M of Avantis US Equity ETF stock for Q4 2020, up 85% quarter-over-quarter.
  • 11 funds opened new Avantis US Equity ETF positions in Q4 2020 and 2 closed out, a net change of +9 holders.
  • The largest Avantis US Equity ETF buyer in Q4 2020 was Oakwood Capital Management, an estimated $6.06M added.
  • The largest Avantis US Equity ETF seller in Q4 2020 was Citadel Advisors, an estimated $1.79M sold.

Based on aggregated 13F filings for Q4 2020.