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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 %
MFT
301
Moisand Fitzgerald Tamayo
Florida
$228K – – –
CW
302
CreativeOne Wealth
Kansas
$224K -$2.93K -36 -1%
AAS
303
Ameritas Advisory Services
Nebraska
$223K -$417K -4,974 -65%
AWM
304
Avior Wealth Management
Nebraska
$222K – – –
CL
305
Choreo LLC
Illinois
$220K +$220K +2,696 New
NP
306
NorthRock Partners
Minnesota
$219K +$219K +2,682 New
CWM
307
Calamos Wealth Management
Illinois
$218K +$218K +2,673 New
CFS
308
CRA Financial Services
New Jersey
$215K +$215K +2,635 New
GAM
309
GEM Asset Management
Michigan
$211K -$13.3K -163 -6%
SIS
310
Sound Income Strategies
Florida
$207K +$207K +2,535 New
EWA
311
Elevate Wealth Advisory
Georgia
$164K +$164K +2,015 New
SIC
312
Salem Investment Counselors
North Carolina
$139K +$139K +1,703 New
ADL
313
Asset Dedication LLC
California
$136K -$6.32K -77 -4%
CAM
314
Clarity Asset Management
Iowa
$134K +$134K +1,647 New
RIL
315
Rothschild Investment LLC
Illinois
$117K +$117K +1,440 New
FHA
316
First Horizon Advisors
Tennessee
$107K – – –
LC
317
Lindbrook Capital
California
$97.5K – – –
PS
318
Principal Securities
Iowa
$94.5K +$94.5K +1,159 New
SWM
319
Spire Wealth Management
Virginia
$75.5K +$75.5K +925 New
Deutsche Bank
320
Deutsche Bank
Germany
$46.6K – – –
AWM
321
Able Wealth Management
New Jersey
$44K +$44K +539 New
Citigroup
322
Citigroup
New York
$36.3K +$36K +442 +14,733%
BTI
323
Blue Trust Inc
Georgia
$26K -$9.4K -129 -27%
CTC
324
Central Trust Company
Missouri
$23.7K -$10.8K -133 -31%
GRP
325
Global Retirement Partners
California
$19.6K – – –
10 11 12
13
14