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Avantis US Equity ETF

78 hedge funds and large institutions have $736M invested in Avantis US Equity ETF in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 37 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 3

270% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 10

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

28% more funds holding

Funds holding: 6178 (+17)

13% more capital invested

Capital invested by funds: $653M → $736M (+$82.9M)

0.33% more ownership

Funds ownership: 49.22%49.54% (+0.33%)

Holders
78
Holders Change
+17
Holders Change %
+27.87%
% of All Funds
1.37%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
21
Increased
37
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NWM
26
Northwest Wealth Management
Iowa
$2.62M +$84.2K +1,119 +3%
JMPWA
27
JP Morgan Private Wealth Advisors
California
$2.55M +$2.61M +34,651 New
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$2.52M -$521K -6,926 -17%
CPIG
29
Chicago Partners Investment Group
Illinois
$2.51M +$860K +11,421 +57%
Morgan Stanley
30
Morgan Stanley
New York
$2.37M +$1.2M +15,900 +98%
T
31
TRUADVICE
Florida
$2.27M -$1.11M -14,791 -34%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$2.08M +$333K +4,424 +19%
AC
33
Applied Capital
Arkansas
$2.08M +$86.2K +1,146 +4%
MA
34
Mutual Advisors
Nebraska
$2.07M +$2.11M +28,101 New
MFG
35
Magnus Financial Group
New York
$2.04M +$48.3K +642 +2%
PWM
36
Perigon Wealth Management
California
$2.01M +$112K +1,482 +6%
AWP
37
Abacus Wealth Partners
California
$2M +$1.72M +22,832 +525%
SHWM
38
Silicon Hills Wealth Management
Texas
$1.33M +$1.36M +18,008 New
SWA
39
Sax Wealth Advisors
New Jersey
$1.3M +$758K +10,074 +133%
MML Investors Services
40
MML Investors Services
Massachusetts
$1.23M +$1.25M +16,661 New
Osaic Holdings
41
Osaic Holdings
Arizona
$1.2M +$1.07M +14,178 +682%
CW
42
CreativeOne Wealth
Kansas
$1.07M -$137K -1,825 -11%
FIA
43
Foundations Investment Advisors
Arizona
$938K +$72.3K +961 +8%
IWM
44
IHT Wealth Management
Illinois
$922K +$11K +146 +1%
Renaissance Technologies
45
Renaissance Technologies
New York
$899K +$918K +12,200 New
SS
46
Sunbelt Securities
Texas
$886K
PP
47
Prosperity Planning
Missouri
$856K +$101K +1,336 +13%
APG
48
Abacus Planning Group
South Carolina
$829K +$2.56K +34 +0.3%
HA
49
Herold Advisors
New York
$819K +$837K +11,125 New
SCM
50
SOL Capital Management
Maryland
$804K +$296K +3,931 +56%