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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 %
HGERS
276
Householder Group Estate & Retirement Specialist
Arizona
$355K +$18.3K +224 +5%
ASN
277
Advisory Services Network
Georgia
$354K +$123K +1,511 +53%
PWMG
278
Private Wealth Management Group
New Jersey
$343K +$343K +4,212 New
CB
279
Commerce Bank
Missouri
$338K – – –
PA
280
Paragon Advisors
Texas
$338K +$338K +4,142 New
FPGK
281
Financial Partners Group (Kansas)
Kansas
$327K -$6.28K -77 -2%
FHA
282
Flagship Harbor Advisors
Massachusetts
$327K +$36.3K +445 +12%
OCM
283
Objective Capital Management
Ohio
$325K -$24.5K -300 -7%
NL
284
NWAM LLC
Washington
$324K +$5.95K +73 +2%
TP
285
Tranquility Partners
Tennessee
$320K +$71.4K +876 +29%
SIC
286
SJS Investment Consulting
Ohio
$319K -$734 -9 -0.2%
MWM
287
Merriman Wealth Management
Washington
$309K -$87.4K -1,072 -22%
RFG
288
REAP Financial Group
Texas
$294K +$294K +3,606 New
LPP
289
Life Planning Partners
Florida
$291K +$291K +3,565 New
PWA
290
PCG Wealth Advisors
Kansas
$285K +$22.6K +277 +9%
VIA
291
Vickerman Investment Advisors
Washington
$281K +$281K +3,441 New
FAIM
292
Financial Advocates Investment Management
Washington
$278K +$278K +3,650 New
Fisher Asset Management
293
Fisher Asset Management
Washington
$265K +$265K +3,251 New
Qube Research & Technologies (QRT)
294
Qube Research & Technologies (QRT)
United Kingdom
$257K +$257K +3,148 New
MG
295
Mather Group
Illinois
$256K +$256K +3,143 New
SHWM
296
Smith & Howard Wealth Management
Georgia
$250K +$250K +3,066 New
LFA
297
Lauterbach Financial Advisors
Texas
$244K -$46.8K -574 -16%
HI
298
Harbour Investments
Wisconsin
$239K +$239K +2,933 New
Comerica Bank
299
Comerica Bank
Texas
$238K +$168K +2,059 +241%
LGWM
300
Litman Gregory Wealth Management
California
$232K +$232K +2,850 New
10 11
12
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