AVUS icon

Avantis US Equity ETF
AVUS

Overview Fund Activity

339 hedge funds and large institutions have $4.46B invested in Avantis US Equity ETF in 2023 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 148 increasing their positions, 75 reducing their positions, and 11 closing their positions.

Holders
339
Holders Change
+66
Holders Change %
+24.18%
% of All Funds
4.97%
Holding in Top 10
81
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+30.65%
% of All Funds
1.19%
New
81
Increased
148
Reduced
75
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Annex Advisory Services
Wisconsin
$126M
2
Morgan Stanley
2
Morgan Stanley
New York
$155M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$74.1M
4
JIC
4
JRM Investment Counsel
Nebraska
$34.2M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$114M

Top Sellers

1
IDA
1
Intelligence Driven Advisers
California
$2.54M
2
Creative Planning
2
Creative Planning
Kansas
$119M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$3.24M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$143M
5
RCG
5
Regatta Capital Group
California
$8.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
226
Avestar Capital
New York
$788K -$11.5K -141 -1%
LFAS
227
Level Four Advisory Services
Texas
$771K +$771K +9,450 New
AWM
228
Aprio Wealth Management
Georgia
$754K +$21.2K +260 +3%
EWA
229
EP Wealth Advisors
California
$753K +$753K +9,236 New
AAM
230
Austin Asset Management
Texas
$752K +$101K +1,238 +16%
PHWM
231
Pine Harbor Wealth Management
Maryland
$716K +$716K +8,781 New
BFG
232
Beacon Financial Group
Texas
$709K +$709K +8,696 New
PP
233
PrairieView Partners
Minnesota
$708K – – –
AIP
234
Almanack Investment Partners
Pennsylvania
$706K – – –
CA
235
CGN Advisors
Kansas
$699K +$99.7K +1,223 +17%
CA
236
Cetera Advisors
Colorado
$698K +$397K +4,868 +132%
SFM
237
Signet Financial Management
New Jersey
$697K +$63.7K +781 +10%
BAM
238
Belpointe Asset Management
Nevada
$694K -$10.1K -124 -1%
CAM
239
Cozad Asset Management
Illinois
$693K +$303K +3,713 +77%
EAM
240
Evanson Asset Management
California
$676K +$14.4K +177 +2%
MHB
241
Midwest Heritage Bank
Iowa
$673K – – –
TC
242
Trilogy Capital
California
$667K -$105K -1,292 -14%
MGWA
243
Monument Group Wealth Advisors
Massachusetts
$657K +$657K +8,060 New
LG
244
LAM Group
Oregon
$654K -$408 -5 -0.1%
BA
245
Bridge Advisory
California
$637K -$2.14M -26,235 -77%
WCWM
246
Willow Creek Wealth Management
California
$623K – – –
WAS
247
WESPAC Advisors SoCal
California
$615K +$51.9K +636 +9%
Envestnet Portfolio Solutions
248
Envestnet Portfolio Solutions
Illinois
$585K +$88.7K +1,088 +18%
OPWM
249
Oakwell Private Wealth Management
Texas
$580K – – –
BJL
250
Brighton Jones LLC
Washington
$577K +$75.1K +921 +15%
8 9
10
11 12