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Avantis US Equity ETF
AVUS

Overview Fund Activity

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.

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
–

Top Buyers

1
AFAS
1
Acorn Financial Advisory Services
Virginia
$11.2M
2
WWP
2
Waypoint Wealth Partners
California
$48.4M
3
AP
3
Adero Partners
California
$40.2M
4
WFA
4
Wipfli Financial Advisors
Wisconsin
$121M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$21.6M

Top Sellers

1
CCM
1
Coldstream Capital Management
Washington
$0
2
T
2
TRUADVICE
Florida
$2.27M
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
American Century Companies
4
American Century Companies
Missouri
$143M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
NWM
26
Northwest Wealth Management
Iowa
$2.62M 35,511 +1,119 +3%
JPMPWA
27
J.P. Morgan Private Wealth Advisors
California
$2.55M 34,651 +34,651 New
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$2.52M 34,158 -6,926 -17%
CPIG
29
Chicago Partners Investment Group
Illinois
$2.51M 31,441 +11,421 +57%
Morgan Stanley
30
Morgan Stanley
New York
$2.37M 32,153 +15,900 +98%
T
31
TRUADVICE
Florida
$2.27M 28,237 -14,791 -34%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$2.08M 28,231 +4,424 +19%
AC
33
Applied Capital
Arkansas
$2.08M 28,170 +1,146 +4%
MA
34
Mutual Advisors
Nebraska
$2.07M 28,101 +28,101 New
MFG
35
Magnus Financial Group
New York
$2.04M 27,618 +642 +2%
PWM
36
Perigon Wealth Management
California
$2.01M 27,274 +1,482 +6%
AWP
37
Abacus Wealth Partners
California
$2M 27,177 +22,832 +525%
SHWM
38
Silicon Hills Wealth Management
Texas
$1.33M 18,008 +18,008 New
SWA
39
Sax Wealth Advisors
New Jersey
$1.3M 17,658 +10,074 +133%
MML Investors Services
40
MML Investors Services
Massachusetts
$1.23M 16,661 +16,661 New
Osaic Holdings
41
Osaic Holdings
Arizona
$1.2M 16,258 +14,178 +682%
CW
42
CreativeOne Wealth
Kansas
$1.07M 14,542 -1,825 -11%
FIA
43
Foundations Investment Advisors
Arizona
$938K 12,579 +961 +8%
IWM
44
IHT Wealth Management
Illinois
$922K 12,506 +146 +1%
Renaissance Technologies
45
Renaissance Technologies
New York
$899K 12,200 +12,200 New
SS
46
Sunbelt Securities
Texas
$886K 12,098 – –
PP
47
Prosperity Planning
Missouri
$856K 11,608 +1,336 +13%
APG
48
Abacus Planning Group
South Carolina
$829K 11,244 +34 +0.3%
HA
49
Herold Advisors
New York
$819K 11,125 +11,125 New
SCM
50
SOL Capital Management
Maryland
$804K 10,906 +3,931 +56%
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