Avantis US Equity ETF
AVUS
269 hedge funds and large institutions have $3.18B invested in Avantis US Equity ETF in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 142 increasing their positions, 68 reducing their positions, and 8 closing their positions.
288% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 8
109% more repeat investments, than reductions
Existing positions increased: 142 | Existing positions reduced: 68
19% more capital invested
Capital invested by funds: $2.66B → $3.18B (+$516M)
10% more funds holding in top 10
Funds holding in top 10: 59 → 65 (+6)
8% more funds holding
Funds holding: 250 → 269 (+19)
3.91% more ownership
Funds ownership: 67.92% → 71.83% (+3.9%)
100% less call options, than puts
Call options by funds: $23K | Put options by funds: $21.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Allworth Financial
Folsom,
California
|
+$67M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$32.2M |
| 3 |
LB
Leo Brokerage
Hurst,
Texas
|
+$25.8M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
+$23.3M |
| 5 |
WA
Waverly Advisors
Birmingham,
Alabama
|
+$22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
Avestar Capital
New York
|
-$17.8M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
-$15.5M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$10.8M |
| 4 |
FWP
FAS Wealth Partners
Leawood,
Kansas
|
-$9.97M |
| 5 |
CC
Callan Capital
La Jolla,
California
|
-$3.64M |
AVUS Hedge Fund Activity: Q2 2023 in Review
269 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Avantis US Equity ETF (AVUS) for Q2 2023, worth a combined $3.18B — up 19% from $2.66B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new AVUS positions and 8 closed out — a net gain of 23 holders — while 142 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.
- 269 institutional investors held Avantis US Equity ETF (AVUS) as of Q2 2023, up from 250 in Q1 2023.
- Funds reported $3.18B of Avantis US Equity ETF stock for Q2 2023, up 19% 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.