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Avantis US Equity ETF

168 hedge funds and large institutions have $1.5B invested in Avantis US Equity ETF in 2022 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 97 increasing their positions, 36 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 36

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

19% more capital invested

Capital invested by funds: $1.26B → $1.5B (+$236M)

6% more funds holding in top 10

Funds holding in top 10: 3537 (+2)

4% more funds holding

Funds holding: 162168 (+6)

3.27% more ownership

Funds ownership: 59.42%62.69% (+3.3%)

Holders
168
Holders Change
+6
Holders Change %
+3.7%
% of All Funds
2.89%
Holding in Top 10
37
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.71%
% of All Funds
0.64%
New
21
Increased
97
Reduced
36
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WFA
1
Wipfli Financial Advisors
Wisconsin
$141M +$29.6M +431,590 +24%
American Century Companies
2
American Century Companies
Missouri
$94M -$4.07M -59,259 -4%
HighTower Advisors
3
HighTower Advisors
Illinois
$75.6M +$38.4M +559,864 +86%
AF
4
Allworth Financial
California
$65.7M +$4.46M +64,959 +7%
WFA
5
Websterrogers Financial Advisors
South Carolina
$55.2M +$569K +8,279 +0.9%
AP
6
Adero Partners
California
$47.5M +$3.13M +45,618 +7%
LPL Financial
7
LPL Financial
California
$46.2M +$8.95M +130,379 +21%
RW
8
RVW Wealth
California
$44.7M -$4.15M -60,447 -8%
WWP
9
Waypoint Wealth Partners
California
$39.7M +$8.54M +124,367 +24%
BWS
10
BCR Wealth Strategies
Alabama
$39.4M +$1.35M +19,664 +3%
JMPWA
11
JP Morgan Private Wealth Advisors
California
$33.3M +$7.44M +108,389 +25%
AC
12
AWM Capital
Arizona
$32.4M +$14.8M +215,254 +89%
PL
13
Plancorp LLC
Missouri
$31.9M -$3.94M -57,329 -10%
SAF
14
Smith Anglin Financial
Texas
$31.3M +$33.5M +487,487 +3,365%
GPWA
15
Great Point Wealth Advisors
Massachusetts
$30.4M +$10.8M +156,904 +47%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$28.8M +$31.3M +456,134 +7,873%
BDWCC
17
B&D White Capital Company
Texas
$25M +$27.3M +397,792 +11,205%
QFA
18
Quantum Financial Advisors
California
$25M +$1.42M +20,746 +5%
RWM
19
Rockwood Wealth Management
Pennsylvania
$22.5M +$13.6M +197,855 +121%
MWM
20
Modera Wealth Management
New Jersey
$22.4M +$6.5M +94,653 +36%
SB
21
Strategic Blueprint
Georgia
$21.5M +$2.34M +34,013 +11%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$18.6M +$4.1M +59,745 +25%
SHFA
23
SC&H Financial Advisors
Maryland
$17.8M +$1.5M +21,882 +8%
CL
24
CPWM LLC
Washington
$17.5M -$3.18M -46,289 -14%
SHWM
25
Silicon Hills Wealth Management
Texas
$16.4M -$496K -7,229 -3%

AVUS Hedge Fund Activity: Q3 2022 in Review

168 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Avantis US Equity ETF (AVUS) for Q3 2022, worth a combined $1.5B — up 19% from $1.26B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new AVUS positions and 14 closed out — a net gain of 7 holders — while 97 added to existing stakes and 36 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $38.4M. The largest seller was HB Wealth Management, cutting an estimated $12.7M.

  • 168 institutional investors held Avantis US Equity ETF (AVUS) as of Q3 2022, up from 162 in Q2 2022.
  • Funds reported $1.5B of Avantis US Equity ETF stock for Q3 2022, up 19% quarter-over-quarter.
  • 21 funds opened new Avantis US Equity ETF positions in Q3 2022 and 14 closed out, a net change of +7 holders.
  • The largest Avantis US Equity ETF buyer in Q3 2022 was HighTower Advisors, an estimated $38.4M added.
  • The largest Avantis US Equity ETF seller in Q3 2022 was HB Wealth Management, an estimated $12.7M sold.

Based on aggregated 13F filings for Q3 2022.