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Avantis US Equity ETF

268 hedge funds and large institutions have $3.17B invested in Avantis US Equity ETF in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 141 increasing their positions, 68 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 8

107% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 68

20% more capital invested

Capital invested by funds: $2.65B → $3.17B (+$523M)

10% more funds holding in top 10

Funds holding in top 10: 5965 (+6)

8% more funds holding

Funds holding: 249268 (+19)

3.9% more ownership

Funds ownership: 67.86%71.76% (+3.9%)

100% less call options, than puts

Call options by funds: $23K | Put options by funds: $21.3M

Holders
268
Holders Change
+19
Holders Change %
+7.63%
% of All Funds
4.21%
Holding in Top 10
65
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+10.17%
% of All Funds
1.02%
New
31
Increased
141
Reduced
68
Closed
8
Calls
$23K
Puts
$21.3M
Net Calls
-$21.3M
Net Calls Change
-$1.41M
Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
1
American Century Companies
Missouri
$183M +$13.9M +194,929 +9%
AF
2
Allworth Financial
California
$161M +$67M +936,329 +77%
Creative Planning
3
Creative Planning
Kansas
$155M -$15.5M -216,596 -10%
PLFA
4
Pacific Life Fund Advisors
California
$147M -$1.72M -24,040 -1%
HighTower Advisors
5
HighTower Advisors
Illinois
$145M +$4.49M +62,789 +3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$88.6M +$32.2M +450,366 +62%
RW
7
RVW Wealth
California
$82.7M +$2.2M +30,782 +3%
LPL Financial
8
LPL Financial
California
$81.6M +$3.38M +47,268 +5%
AP
9
Adero Partners
California
$79.3M +$8.78M +122,689 +13%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$72.3M +$6.26M +87,542 +10%
JMPWA
11
JP Morgan Private Wealth Advisors
California
$62.7M -$1.25M -17,517 -2%
WWP
12
Waypoint Wealth Partners
California
$62.2M +$2.37M +33,106 +4%
LB
13
Leo Brokerage
Texas
$55.2M +$25.8M +361,073 +97%
FSC
14
Full Sail Capital
Oklahoma
$51M +$4.13M +57,705 +9%
WP
15
WMS Partners
Maryland
$50.6M +$4.59M +64,112 +11%
QFA
16
Quantum Financial Advisors
California
$50.4M +$9.44M +131,966 +25%
BWS
17
BCR Wealth Strategies
Alabama
$48.7M -$261K -3,649 -0.6%
MWM
18
Modera Wealth Management
New Jersey
$46.4M +$753K +10,525 +2%
Corient Private Wealth
19
Corient Private Wealth
Florida
$46.2M +$2.35M +32,807 +6%
OIA
20
OneDigital Investment Advisors
Kansas
$44.3M +$8.26M +115,397 +24%
GPWA
21
Great Point Wealth Advisors
Massachusetts
$43.7M +$2.71M +37,884 +7%
WRPWM
22
Werba Rubin Papier Wealth Management
California
$43.2M +$5.48M +76,580 +15%
SAF
23
Smith Anglin Financial
Texas
$38.5M -$606K -8,467 -2%
PL
24
Plancorp LLC
Missouri
$37.7M +$274K +3,826 +0.8%
Morgan Stanley
25
Morgan Stanley
New York
$36.4M +$10.7M +149,019 +44%

AVUS Hedge Fund Activity: Q2 2023 in Review

268 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Avantis US Equity ETF (AVUS) for Q2 2023, worth a combined $3.17B — up 20% from $2.65B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new AVUS positions and 8 closed out — a net gain of 23 holders — while 141 added to existing stakes and 68 trimmed.

The largest buyer was Allworth Financial, adding an estimated $67M. The largest seller was Avestar Capital, cutting an estimated $17.8M.

  • 268 institutional investors held Avantis US Equity ETF (AVUS) as of Q2 2023, up from 249 in Q1 2023.
  • Funds reported $3.17B of Avantis US Equity ETF stock for Q2 2023, up 20% quarter-over-quarter.
  • 31 funds opened new Avantis US Equity ETF positions in Q2 2023 and 8 closed out, a net change of +23 holders.
  • The largest Avantis US Equity ETF buyer in Q2 2023 was Allworth Financial, an estimated $67M added.
  • The largest Avantis US Equity ETF seller in Q2 2023 was Avestar Capital, an estimated $17.8M sold.

Based on aggregated 13F filings for Q2 2023.