Avantis US Equity ETF
AVUS
78 hedge funds and large institutions have $736M invested in Avantis US Equity ETF in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 37 increasing their positions, 10 reducing their positions, and 3 closing their positions.
600% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 3
270% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 10
29% more funds holding in top 10
Funds holding in top 10: 7 → 9 (+2)
28% more funds holding
Funds holding: 61 → 78 (+17)
13% more capital invested
Capital invested by funds: $653M → $736M (+$82.9M)
0.33% more ownership
Funds ownership: 49.22% → 49.54% (+0.33%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AFAS
Acorn Financial Advisory Services
Reston,
Virginia
|
+$11.5M |
| 2 |
WWP
Waypoint Wealth Partners
Mill Valley,
California
|
+$10.9M |
| 3 |
AP
Adero Partners
Pleasanton,
California
|
+$10M |
| 4 |
WFA
Wipfli Financial Advisors
Milwaukee,
Wisconsin
|
+$9.17M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$6.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
-$2.23M |
| 2 |
Goldman Sachs
New York
|
-$1.16M |
| 3 |
T
TRUADVICE
Sarasota,
Florida
|
-$1.11M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$685K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$587K |
AVUS Hedge Fund Activity: Q3 2021 in Review
78 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Avantis US Equity ETF (AVUS) for Q3 2021, worth a combined $736M — up 13% from $653M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new AVUS positions and 3 closed out — a net gain of 18 holders — while 37 added to existing stakes and 10 trimmed.
The largest buyer was Acorn Financial Advisory Services, opening a new position worth an estimated $11.5M. The largest seller was Coldstream Capital Management, exiting entirely with an estimated $2.23M sold.
- 78 institutional investors held Avantis US Equity ETF (AVUS) as of Q3 2021, up from 61 in Q2 2021.
- Funds reported $736M of Avantis US Equity ETF stock for Q3 2021, up 13% quarter-over-quarter.
- 21 funds opened new Avantis US Equity ETF positions in Q3 2021 and 3 closed out, a net change of +18 holders.
- The largest Avantis US Equity ETF buyer in Q3 2021 was Acorn Financial Advisory Services, an estimated $11.5M added.
- The largest Avantis US Equity ETF seller in Q3 2021 was Coldstream Capital Management, an estimated $2.23M sold.
Based on aggregated 13F filings for Q3 2021.