Avantis US Equity ETF
AVUS
274 hedge funds and large institutions have $3.26B invested in Avantis US Equity ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 137 increasing their positions, 72 reducing their positions, and 17 closing their positions.
90% more repeat investments, than reductions
Existing positions increased: 137 | Existing positions reduced: 72
59% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 17
2% more funds holding
Funds holding: 268 → 274 (+6)
3% more capital invested
Capital invested by funds: $3.17B → $3.26B (+$86.3M)
0.33% less ownership
Funds ownership: 71.76% → 71.43% (-0.33%)
3% less funds holding in top 10
Funds holding in top 10: 65 → 63 (-2)
75% less call options, than puts
Call options by funds: $51K | Put options by funds: $205K
Top Buyers
Top Sellers
| 1 |
PLFA
Pacific Life Fund Advisors
Newport Beach,
California
|
-$37.4M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
-$21.3M |
| 3 |
VWA
V Wealth Advisors
Overland Park,
Kansas
|
-$19.1M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
-$12.1M |
| 5 |
JP Morgan Chase
New York
|
-$11.5M |
AVUS Hedge Fund Activity: Q3 2023 in Review
274 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Avantis US Equity ETF (AVUS) for Q3 2023, worth a combined $3.26B — up 2.7% from $3.17B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new AVUS positions and 17 closed out — a net gain of 10 holders — while 137 added to existing stakes and 72 trimmed.
The largest buyer was Traphagen Investment Advisors, opening a new position worth an estimated $83.2M. The largest seller was Pacific Life Fund Advisors, cutting an estimated $37.4M.
- 274 institutional investors held Avantis US Equity ETF (AVUS) as of Q3 2023, up from 268 in Q2 2023.
- Funds reported $3.26B of Avantis US Equity ETF stock for Q3 2023, up 2.7% quarter-over-quarter.
- 27 funds opened new Avantis US Equity ETF positions in Q3 2023 and 17 closed out, a net change of +10 holders.
- The largest Avantis US Equity ETF buyer in Q3 2023 was Traphagen Investment Advisors, an estimated $83.2M added.
- The largest Avantis US Equity ETF seller in Q3 2023 was Pacific Life Fund Advisors, an estimated $37.4M sold.
Based on aggregated 13F filings for Q3 2023.