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Avantis US Equity ETF
AVUS

Overview Fund Activity

267 hedge funds and large institutions have $3.16B 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, 67 reducing their positions, and 8 closing their positions.

Holders
267
Holders Change
+19
Holders Change %
+7.66%
% of All Funds
4.21%
Holding in Top 10
64
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+10.34%
% of All Funds
1.01%
New
31
Increased
141
Reduced
67
Closed
8
Calls
$23K
Puts
$21.3M
Net Calls
-$21.3M
Net Calls Change
-$1.41M

Top Buyers

1
AF
1
Allworth Financial
California
$161M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$88.6M
3
LB
3
Leo Brokerage
Texas
$55.2M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$26.7M
5
WA
5
Waverly Advisors
Alabama
$23.1M

Top Sellers

1
AC
1
Avestar Capital
New York
$763K
2
Creative Planning
2
Creative Planning
Kansas
$155M
3
Bank of America
3
Bank of America
North Carolina
$6.24M
4
FWP
4
FAS Wealth Partners
Kansas
$0
5
M1FG
5
Mach-1 Financial Group
Arkansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JTWM
226
Jackson Thornton Wealth Management
Alabama
$365K 4,851 – –
ZF
227
Zhang Financial
Michigan
$363K 4,834 +4,834 New
PFA
228
Pure Financial Advisors
California
$347K 4,617 – –
THL
229
Tillman Hartley LLC
Colorado
$334K 4,441 – –
Citadel Advisors
230
Citadel Advisors
Florida
$333K 4,425 -43,169 -91%
FPGK
231
Financial Partners Group (Kansas)
Kansas
$313K 4,072 +147 +4%
CB
232
Commerce Bank
Missouri
$312K 4,150 – –
SIC
233
SJS Investment Consulting
Ohio
$294K 3,908 -1,008 -21%
SWP
234
Stratos Wealth Partners
Ohio
$289K 3,839 +3,839 New
LFA
235
Lauterbach Financial Advisors
Texas
$268K 3,558 – –
CA
236
Cetera Advisors
Colorado
$262K 3,486 +459 +15%
PWA
237
PCG Wealth Advisors
Kansas
$237K 3,153 -705 -18%
OCM
238
Objective Capital Management
Ohio
$233K 3,100 +3,100 New
MFT
239
Moisand Fitzgerald Tamayo
Florida
$212K 2,823 -29 -1%
CFS
240
CRA Financial Services
New Jersey
$209K 2,782 +2,782 New
GAM
241
GEM Asset Management
Michigan
$206K 2,739 +2,739 New
CWM
242
Calamos Wealth Management
Illinois
$201K 2,673 +2,673 New
IA
243
IFP Advisors
Florida
$183K 2,437 -22 -0.9%
TRCT
244
Tower Research Capital (TRC)
New York
$180K 2,393 -10,527 -81%
ADL
245
Asset Dedication LLC
California
$125K 1,660 -51 -3%
BWM
246
BerganKDV Wealth Management
Minnesota
$107K 1,424 -516 -27%
FHA
247
First Horizon Advisors
Tennessee
$91.4K 1,216 – –
Carson Wealth (CWM LLC)
248
Carson Wealth (CWM LLC)
Nebraska
$90K 1,199 +1,199 New
SF
249
Safeguard Financial
Wisconsin
$64K 858 -10,165 -92%
BTI
250
Blue Trust Inc
Georgia
$34K 486 +486 New
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