We are live on ! Find out more
AVUS icon

Avantis US Equity ETF

119 hedge funds and large institutions have $1.03B invested in Avantis US Equity ETF in 2021 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 56 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,367% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 3

460% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 10

122% more funds holding in top 10

Funds holding in top 10: 920 (+11)

53% more funds holding

Funds holding: 78119 (+41)

39% more capital invested

Capital invested by funds: $736M → $1.03B (+$290M)

6.4% more ownership

Funds ownership: 49.54%55.94% (+6.4%)

Holders
119
Holders Change
+41
Holders Change %
+52.56%
% of All Funds
1.83%
Holding in Top 10
20
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+122.22%
% of All Funds
0.31%
New
44
Increased
56
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WFA
1
Wipfli Financial Advisors
Wisconsin
$145M +$13.1M +167,800 +10%
American Century Companies
2
American Century Companies
Missouri
$136M -$18.6M -237,086 -12%
WFA
3
Websterrogers Financial Advisors
South Carolina
$122M -$4.67M -59,597 -4%
WWP
4
Waypoint Wealth Partners
California
$55.9M +$3.18M +40,672 +6%
AP
5
Adero Partners
California
$52.2M +$8.28M +105,729 +19%
BWS
6
BCR Wealth Strategies
Alabama
$46.4M +$45.3M +578,236 New
RW
7
RVW Wealth
California
$41.5M +$2.99M +38,230 +8%
PL
8
Plancorp LLC
Missouri
$34.6M +$513K +6,546 +2%
LPL Financial
9
LPL Financial
California
$31.8M +$23.8M +303,569 +326%
BDWCC
10
B&D White Capital Company
Texas
$31.2M +$26.2M +335,093 +622%
GPWA
11
Great Point Wealth Advisors
Massachusetts
$28.5M +$4.51M +57,611 +19%
HighTower Advisors
12
HighTower Advisors
Illinois
$27.3M +$3.7M +47,265 +16%
AC
13
Avestar Capital
New York
$16.4M +$8.87M +113,264 +124%
AFAS
14
Acorn Financial Advisory Services
Virginia
$13.5M +$1.27M +16,238 +11%
CL
15
CPWM LLC
Washington
$13.1M
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$12.3M +$145K +1,849 +1%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$12.1M +$3.06M +39,040 +35%
AF
18
Advisornet Financial
Minnesota
$11.5M +$5.06M +64,578 +82%
HNWA
19
Henrickson Nauta Wealth Advisors
Michigan
$9.08M +$9.47M +120,996 New
SRC
20
Sage Rhino Capital
California
$8.77M +$109K +1,392 +1%
VWA
21
V Wealth Advisors
Kansas
$8.57M +$969K +12,377 +13%
BAM
22
Belpointe Asset Management
Nevada
$8.15M +$7.96M +101,689 New
MCA
23
Magnolia Capital Advisors
Mississippi
$8.09M +$1.1M +14,039 +16%
SHFA
24
SC&H Financial Advisors
Maryland
$7.91M +$7.73M +98,670 New
CPA
25
Cardiff Park Advisors
California
$7.1M +$6.93M +88,559 New

AVUS Hedge Fund Activity: Q4 2021 in Review

119 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Avantis US Equity ETF (AVUS) for Q4 2021, worth a combined $1.03B — up 39% from $736M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new AVUS positions and 3 closed out — a net gain of 41 holders — while 56 added to existing stakes and 10 trimmed.

The largest buyer was B&D White Capital Company, adding an estimated $26.2M. The largest seller was American Century Companies, cutting an estimated $18.6M.

  • 119 institutional investors held Avantis US Equity ETF (AVUS) as of Q4 2021, up from 78 in Q3 2021.
  • Funds reported $1.03B of Avantis US Equity ETF stock for Q4 2021, up 39% quarter-over-quarter.
  • 44 funds opened new Avantis US Equity ETF positions in Q4 2021 and 3 closed out, a net change of +41 holders.
  • The largest Avantis US Equity ETF buyer in Q4 2021 was B&D White Capital Company, an estimated $26.2M added.
  • The largest Avantis US Equity ETF seller in Q4 2021 was American Century Companies, an estimated $18.6M sold.

Based on aggregated 13F filings for Q4 2021.