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

Top Sellers

1
PLFA
Pacific Life Fund Advisors
California
$107M
2
Creative Planning
Creative Planning
Kansas
$130M
3
VWA
V Wealth Advisors
Kansas
$0
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$14.4M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
251
Avior Wealth Management
Nebraska
$199K +$199K +2,718 New
ADL
252
Asset Dedication LLC
California
$127K +$5.42K +74 +4%
FHA
253
First Horizon Advisors
Tennessee
$96.3K +$7.25K +99 +8%
IA
254
IFP Advisors
Florida
$87.8K -$90.8K -1,239 -51%
LC
255
Lindbrook Capital
California
$87.5K +$87.5K +1,195 New
TRCT
256
Tower Research Capital (TRC)
New York
$80.5K -$94.8K -1,294 -54%
Comerica Bank
257
Comerica Bank
Texas
$62.6K +$62.6K +855 New
Deutsche Bank
258
Deutsche Bank
Germany
$41.9K +$41.9K +572 New
BTI
259
Blue Trust Inc
Georgia
$37K – – –
CTC
260
Central Trust Company
Missouri
$31K – – –
BOC
261
Bull Oak Capital
California
$22.2K +$22.2K +304 New
SOS
262
Silver Oak Securities
Tennessee
$20.5K -$1.75M -23,913 -99%
GRP
263
Global Retirement Partners
California
$17.6K – – –
JWM
264
Janiczek Wealth Management
Colorado
$14.4K – – –
CTWM
265
Cherry Tree Wealth Management
Minnesota
$5.94K – – –
LFG
266
Larson Financial Group
Missouri
$4.54K -$2.78K -38 -38%
FA
267
Faithward Advisors
Pennsylvania
$2.66K – – –
SWA
268
SOA Wealth Advisors
New York
$2.34K – – –
GTAM
269
Global Trust Asset Management
Florida
$2.2K – – –
KFI
270
Key Financial Inc
Pennsylvania
$1.91K – – –
AA
271
Addison Advisors
Vermont
$524 – – –
Citigroup
272
Citigroup
New York
$220 +$220 +3 New
Fidelity Investments
273
Fidelity Investments
Massachusetts
$147 – – –
VWA
274
V Wealth Advisors
Kansas
– -$19.1M -254,076 Closed
MCA
275
Magnolia Capital Advisors
Mississippi
– -$6.56M -87,296 Closed
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