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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 %
JWM
326
Janiczek Wealth Management
Colorado
$16.1K – – –
CAS
327
Coppell Advisory Solutions
Texas
$15.5K +$15.5K +190 New
CTWM
328
Cherry Tree Wealth Management
Minnesota
$6.61K – – –
Fifth Third Bancorp
329
Fifth Third Bancorp
Ohio
$5.06K +$5.06K +62 New
T
330
Tidemark
California
$3.34K +$3.34K +41 New
HT
331
Headlands Technologies
Illinois
$3.26K +$3.26K +40 New
FA
332
Faithward Advisors
Pennsylvania
$2.98K – – –
SWA
333
SOA Wealth Advisors
New York
$2.61K – – –
IGWM
334
ICA Group Wealth Management
Colorado
$2.61K +$2.61K +32 New
GTAM
335
Global Trust Asset Management
Florida
$2.45K – – –
KFI
336
Key Financial Inc
Pennsylvania
$2.12K – – –
OP
337
ORG Partners
Indiana
$1.16K +$1.16K +14 New
CA
338
Clearstead Advisors
Ohio
$816 +$816 +10 New
AA
339
Addison Advisors
Vermont
$586 – – –
Goldman Sachs
340
Goldman Sachs
New York
– -$3.65M -49,839 Closed
Susquehanna International Group
341
Susquehanna International Group
Pennsylvania
– -$1.72M -23,493 Closed
PCP
342
Proficio Capital Partners
Massachusetts
– -$531K -7,250 Closed
Truist Financial
343
Truist Financial
North Carolina
– -$350K -4,779 Closed
ACP
344
Aveo Capital Partners
Colorado
– -$258K -3,523 Closed
PNC Financial Services Group
345
PNC Financial Services Group
Pennsylvania
– -$230K -3,135 Closed
GSWM
346
Greenup Street Wealth Management
Michigan
– -$202K -2,756 Closed
IA
347
IFP Advisors
Florida
– -$87.8K -1,198 Closed
TRCT
348
Tower Research Capital (TRC)
New York
– -$80.5K -1,099 Closed
LFG
349
Larson Financial Group
Missouri
– -$4.54K -62 Closed
Fidelity Investments
350
Fidelity Investments
Massachusetts
– -$147 -2 Closed
10 11 12 13
14