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Avantis US Equity ETF
AVUS

Overview Fund Activity

248 hedge funds and large institutions have $2.64B invested in Avantis US Equity ETF in 2023 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 126 increasing their positions, 55 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
+34
Holders Change %
+15.89%
% of All Funds
3.97%
Holding in Top 10
58
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+11.54%
% of All Funds
0.93%
New
43
Increased
126
Reduced
55
Closed
5
Calls
$7K
Puts
$19.9M
Net Calls
-$19.9M
Net Calls Change
-$19.9M

Top Buyers

1
FSC
1
Full Sail Capital
Oklahoma
$44M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$132M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$51.6M
4
American Century Companies
4
American Century Companies
Missouri
$159M
5
OIA
5
OneDigital Investment Advisors
Kansas
$33.6M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$161M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$2.07M
3
KAS
3
Kestra Advisory Services
Texas
$525K
4
PLFA
4
Pacific Life Fund Advisors
California
$140M
5
JIC
5
JRM Investment Counsel
Nebraska
$3.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
226
IFP Advisors
Florida
$123K +$122K +2,441 +13,561%
ADL
227
Asset Dedication LLC
California
$120K +$9.82K +140 +9%
Royal Bank of Canada
228
Royal Bank of Canada
Ontario, Canada
$108K +$23.4K +331 +28%
TWA
229
TCI Wealth Advisors
Arizona
$101K – – –
FHA
230
First Horizon Advisors
Tennessee
$86.2K +$86.2K +1,216 New
OCM
231
Orion Capital Management
California
$85.4K +$85.4K +1,205 New
AIP
232
Ahrens Investment Partners
Louisiana
$59.7K +$59.7K +842 New
CTC
233
Central Trust Company
Missouri
$30K +$11.3K +159 +60%
Citigroup
234
Citigroup
New York
$26.5K +$26.5K +374 New
GRP
235
Global Retirement Partners
California
$22.9K +$3.49K +50 +18%
Commonwealth Equity Services
236
Commonwealth Equity Services
Massachusetts
$16.5K +$3.17K +44,684 +24%
JWM
237
Janiczek Wealth Management
Colorado
$14K – – –
FA
238
Faithward Advisors
Pennsylvania
$12.9K -$394K -5,634 -97%
Qube Research & Technologies (QRT)
239
Qube Research & Technologies (QRT)
United Kingdom
$12K +$12K +169 New
ASN
240
Advisory Services Network
Georgia
$7.73K – – –
TF
241
TimeScale Financial
Massachusetts
$2.91K +$2.91K +41 New
IGWM
242
ICA Group Wealth Management
Colorado
$2.27K – – –
SWA
243
SOA Wealth Advisors
New York
$2.27K – – –
GTAM
244
Global Trust Asset Management
Florida
$2.13K +$2.13K +30 New
KFI
245
Key Financial Inc
Pennsylvania
$1.84K – – –
WP
246
WealthPLAN Partners
Nebraska
$638 +$638 +9 New
AA
247
Addison Advisors
Vermont
$503 – – –
Fidelity Investments
248
Fidelity Investments
Massachusetts
$71 -$213 -3 -75%
MML Investors Services
249
MML Investors Services
Massachusetts
– -$3.02M -44,332 Closed
CCWA
250
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$1.67M -24,618 Closed
7 8 9
10
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