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Avantis US Equity ETF
AVUS

Overview Fund Activity

146 hedge funds and large institutions have $1.11B invested in Avantis US Equity ETF in 2022 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 73 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+27
Holders Change %
+22.69%
% of All Funds
2.31%
Holding in Top 10
29
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+45%
% of All Funds
0.46%
New
35
Increased
73
Reduced
24
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$23.5M
2
SB
2
Strategic Blueprint
Georgia
$18.4M
3
RCG
3
Regatta Capital Group
California
$13.3M
4
HWM
4
HB Wealth Management
Georgia
$12.7M
5
WFA
5
Wipfli Financial Advisors
Wisconsin
$152M

Top Sellers

1
WFA
1
Websterrogers Financial Advisors
South Carolina
$56M
2
BDWCC
2
B&D White Capital Company
Texas
$4.49M
3
American Century Companies
3
American Century Companies
Missouri
$122M
4
AWP
4
Abacus Wealth Partners
California
$0
5
PAG
5
Private Advisor Group
New Jersey
$1.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWA
26
V Wealth Advisors
Kansas
$9.31M +$1.07M +13,876 +13%
HNWA
27
Henrickson Nauta Wealth Advisors
Michigan
$9.14M -$190K -2,470 -2%
WWP
28
WR Wealth Planners
Missouri
$8.83M +$8.83M +114,486 New
MWM
29
Modera Wealth Management
New Jersey
$8.82M +$7.88M +102,240 +842%
WFA
30
WMG Financial Advisors
Tennessee
$8.81M +$3.41M +44,223 +63%
SRC
31
Sage Rhino Capital
California
$8.67M +$238K +3,086 +3%
CPA
32
Cardiff Park Advisors
California
$8.22M +$1.39M +18,084 +20%
HA
33
HYA Advisors
Missouri
$8.13M +$6.46M +83,797 +387%
MCA
34
Magnolia Capital Advisors
Mississippi
$7.58M -$195K -2,530 -3%
Morgan Stanley
35
Morgan Stanley
New York
$6.41M +$3.07M +39,877 +92%
5L
36
55I LLC
Massachusetts
$6.37M +$4.65M +60,336 +271%
Jane Street
37
Jane Street
New York
$5.59M +$3.95M +51,251 +241%
BSW
38
Buckingham Strategic Wealth
Missouri
$5.36M +$2.15M +27,881 +67%
LA
39
LexAurum Advisors
Kansas
$5.3M +$5.3M +68,799 New
IA
40
Integrity Advisory
Kansas
$4.91M +$4.91M +63,667 New
BDWCC
41
B&D White Capital Company
Texas
$4.49M -$25.5M -330,753 -85%
TIM
42
Tortoise Investment Management
New York
$4.47M +$2.67M +34,620 +148%
FIA
43
Foundations Investment Advisors
Arizona
$4.08M +$2.41M +31,938 +144%
GWM
44
Grand Wealth Management
Michigan
$4.06M +$2.77M +35,922 +214%
PAS
45
Park Avenue Securities
New York
$3.88M +$1.43M +18,592 +59%
PCM
46
Passive Capital Management
Maryland
$3.81M +$1.54M +19,927 +67%
CPIG
47
Chicago Partners Investment Group
Illinois
$3.66M +$879K +12,849 +32%
RJFSA
48
Raymond James Financial Services Advisors
Florida
$3.65M +$412K +5,347 +13%
VCM
49
Versant Capital Management
Arizona
$3.57M +$42.1K +546 +1%
EWA
50
EverSource Wealth Advisors
Alabama
$3.57M +$173K +2,240 +5%
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