AVUS icon

Avantis US Equity ETF
AVUS

Overview Fund Activity

273 hedge funds and large institutions have $3.24B 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, 71 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
+6
Holders Change %
+2.25%
% of All Funds
4.35%
Holding in Top 10
62
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.13%
% of All Funds
0.99%
New
27
Increased
137
Reduced
71
Closed
17
Calls
$51K
Puts
$205K
Net Calls
-$154K
Net Calls Change
+$21.2M

Top Buyers

1
TIA
1
Traphagen Investment Advisors
New Jersey
$80.3M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$55.1M
3
Bank of America
3
Bank of America
North Carolina
$30.8M
4
WWA
4
WCG Wealth Advisors
Nevada
$20.2M
5
American Century Companies
5
American Century Companies
Missouri
$197M

Top Sellers

1
PLFA
1
Pacific Life Fund Advisors
California
$107M
2
Creative Planning
2
Creative Planning
Kansas
$130M
3
VWA
3
V Wealth Advisors
Kansas
$0
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$14.4M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$3.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
226
Merriman Wealth Management
Washington
$356K – – –
JTWM
227
Jackson Thornton Wealth Management
Alabama
$355K – – –
CAM
228
Cozad Asset Management
Illinois
$351K +$351K +4,791 New
Truist Financial
229
Truist Financial
North Carolina
$350K +$350K +4,779 New
PFA
230
Pure Financial Advisors
California
$338K – – –
THL
231
Tillman Hartley LLC
Colorado
$325K – – –
SWP
232
Stratos Wealth Partners
Ohio
$325K +$43.3K +591 +15%
OCM
233
Objective Capital Management
Ohio
$314K +$87.2K +1,190 +38%
CB
234
Commerce Bank
Missouri
$304K – – –
HGERS
235
Householder Group Estate & Retirement Specialist
Arizona
$303K +$303K +4,131 New
FPGK
236
Financial Partners Group (Kansas)
Kansas
$298K +$948 +13 +0.3%
SIC
237
SJS Investment Consulting
Ohio
$287K +$1.03K +14 +0.4%
NL
238
NWAM LLC
Washington
$285K -$318K -4,345 -53%
CA
239
Cetera Advisors
Colorado
$270K +$15.1K +206 +6%
LFA
240
Lauterbach Financial Advisors
Texas
$261K +$513 +7 +0.2%
FHA
241
Flagship Harbor Advisors
Massachusetts
$261K +$261K +3,562 New
ACP
242
Aveo Capital Partners
Colorado
$258K +$258K +3,523 New
PWA
243
PCG Wealth Advisors
Kansas
$236K +$4.98K +68 +2%
PNC Financial Services Group
244
PNC Financial Services Group
Pennsylvania
$230K +$230K +3,135 New
TP
245
Tranquility Partners
Tennessee
$223K +$223K +3,050 New
ASN
246
Advisory Services Network
Georgia
$207K +$207K +2,826 New
MFT
247
Moisand Fitzgerald Tamayo
Florida
$205K -$1.98K -27 -1%
CW
248
CreativeOne Wealth
Kansas
$204K -$923K -12,603 -82%
GSWM
249
Greenup Street Wealth Management
Michigan
$202K +$202K +2,756 New
GAM
250
GEM Asset Management
Michigan
$201K +$366 +5 +0.2%
8 9
10
11 12