Avantis US Equity ETF
AVUS
215 hedge funds and large institutions have $2.35B invested in Avantis US Equity ETF in 2022 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 108 increasing their positions, 30 reducing their positions, and 9 closing their positions.
600% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 9
260% more repeat investments, than reductions
Existing positions increased: 108 | Existing positions reduced: 30
57% more capital invested
Capital invested by funds: $1.5B → $2.35B (+$852M)
43% more funds holding in top 10
Funds holding in top 10: 37 → 53 (+16)
28% more funds holding
Funds holding: 168 → 215 (+47)
9.78% more ownership
Funds ownership: 62.69% → 72.47% (+9.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$283M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$28M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$24.2M |
| 4 |
RW
RVW Wealth
Los Angeles,
California
|
+$23.8M |
| 5 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$16.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WFA
Websterrogers Financial Advisors
Florence,
South Carolina
|
-$30.9M |
| 2 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
-$4.38M |
| 3 |
HIGP
Hill Investment Group Partners
St. Louis,
Missouri
|
-$4.15M |
| 4 |
PCM
Passive Capital Management
Baltimore,
Maryland
|
-$2.56M |
| 5 |
RCG
Regatta Capital Group
El Segundo,
California
|
-$1.54M |
AVUS Hedge Fund Activity: Q4 2022 in Review
215 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Avantis US Equity ETF (AVUS) for Q4 2022, worth a combined $2.35B — up 57% from $1.5B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new AVUS positions and 9 closed out — a net gain of 54 holders — while 108 added to existing stakes and 30 trimmed.
The largest buyer was Creative Planning, opening a new position worth an estimated $283M. The largest seller was Websterrogers Financial Advisors, cutting an estimated $30.9M.
- 215 institutional investors held Avantis US Equity ETF (AVUS) as of Q4 2022, up from 168 in Q3 2022.
- Funds reported $2.35B of Avantis US Equity ETF stock for Q4 2022, up 57% quarter-over-quarter.
- 63 funds opened new Avantis US Equity ETF positions in Q4 2022 and 9 closed out, a net change of +54 holders.
- The largest Avantis US Equity ETF buyer in Q4 2022 was Creative Planning, an estimated $283M added.
- The largest Avantis US Equity ETF seller in Q4 2022 was Websterrogers Financial Advisors, an estimated $30.9M sold.
Based on aggregated 13F filings for Q4 2022.