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Avantis US Equity ETF

162 hedge funds and large institutions have $1.26B invested in Avantis US Equity ETF in 2022 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 88 increasing their positions, 22 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 22

84% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 19

21% more funds holding in top 10

Funds holding in top 10: 2935 (+6)

13% more capital invested

Capital invested by funds: $1.12B → $1.26B (+$145M)

10% more funds holding

Funds holding: 147162 (+15)

4.85% more ownership

Funds ownership: 54.57%59.42% (+4.9%)

Holders
162
Holders Change
+15
Holders Change %
+10.2%
% of All Funds
2.73%
Holding in Top 10
35
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+20.69%
% of All Funds
0.59%
New
35
Increased
88
Reduced
22
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WFA
1
Wipfli Financial Advisors
Wisconsin
$119M -$10.4M -147,248 -7%
American Century Companies
2
American Century Companies
Missouri
$102M -$1.2M -16,979 -1%
AF
3
Allworth Financial
California
$64.3M +$70.2M +989,157 +471,027%
WFA
4
Websterrogers Financial Advisors
South Carolina
$57M +$10.8M +151,536 +21%
RW
5
RVW Wealth
California
$50.5M +$16.4M +230,872 +42%
AP
6
Adero Partners
California
$43.4M -$3.11M -43,899 -6%
HighTower Advisors
7
HighTower Advisors
Illinois
$42.5M +$17.8M +251,081 +62%
BWS
8
BCR Wealth Strategies
Alabama
$39.9M +$651K +9,177 +2%
LPL Financial
9
LPL Financial
California
$39.8M +$7.14M +100,638 +20%
PL
10
Plancorp LLC
Missouri
$37M +$9.71M +136,897 +32%
WWP
11
Waypoint Wealth Partners
California
$33.3M -$11.6M -163,763 -24%
JMPWA
12
JP Morgan Private Wealth Advisors
California
$27.7M +$8.54M +120,398 +39%
QFA
13
Quantum Financial Advisors
California
$27.4M +$27M +379,984 New
GPWA
14
Great Point Wealth Advisors
Massachusetts
$21.5M -$12.3M -173,717 -34%
CL
15
CPWM LLC
Washington
$21.3M +$10.5M +147,500 +82%
SB
16
Strategic Blueprint
Georgia
$20.3M +$5.2M +73,285 +31%
SHWM
17
Silicon Hills Wealth Management
Texas
$17.6M +$10.3M +145,383 +116%
MWM
18
Modera Wealth Management
New Jersey
$17.2M +$10.6M +149,504 +131%
SHFA
19
SC&H Financial Advisors
Maryland
$17.1M +$6.93M +97,718 +59%
AC
20
AWM Capital
Arizona
$15.8M +$15.8M +223,031 +1,137%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$15.5M +$3.67M +51,791 +28%
HWM
22
HB Wealth Management
Georgia
$14.6M +$4.15M +58,506 +35%
AC
23
Avestar Capital
New York
$12.9M -$1.98M -27,870 -12%
AFAS
24
Acorn Financial Advisory Services
Virginia
$12.3M +$938K +13,213 +7%
HA
25
HYA Advisors
Missouri
$11.9M +$5.55M +78,200 +74%

AVUS Hedge Fund Activity: Q2 2022 in Review

162 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Avantis US Equity ETF (AVUS) for Q2 2022, worth a combined $1.26B — up 13% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new AVUS positions and 19 closed out — a net gain of 16 holders — while 88 added to existing stakes and 22 trimmed.

The largest buyer was Allworth Financial, adding an estimated $70.2M. The largest seller was Great Point Wealth Advisors, cutting an estimated $12.3M.

  • 162 institutional investors held Avantis US Equity ETF (AVUS) as of Q2 2022, up from 147 in Q1 2022.
  • Funds reported $1.26B of Avantis US Equity ETF stock for Q2 2022, up 13% quarter-over-quarter.
  • 35 funds opened new Avantis US Equity ETF positions in Q2 2022 and 19 closed out, a net change of +16 holders.
  • The largest Avantis US Equity ETF buyer in Q2 2022 was Allworth Financial, an estimated $70.2M added.
  • The largest Avantis US Equity ETF seller in Q2 2022 was Great Point Wealth Advisors, an estimated $12.3M sold.

Based on aggregated 13F filings for Q2 2022.