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Avantis US Equity ETF
AVUS

Overview Fund Activity

214 hedge funds and large institutions have $2.34B invested in Avantis US Equity ETF in 2022 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 107 increasing their positions, 30 reducing their positions, and 9 closing their positions.

Holders
214
Holders Change
+47
Holders Change %
+28.14%
% of All Funds
3.45%
Holding in Top 10
52
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+44.44%
% of All Funds
0.84%
New
63
Increased
107
Reduced
30
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$282M
2
American Century Companies
2
American Century Companies
Missouri
$130M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$55.5M
4
RW
4
RVW Wealth
California
$72.5M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$53M

Top Sellers

1
WFA
1
Websterrogers Financial Advisors
South Carolina
$29.4M
2
FIA
2
Foundations Investment Advisors
Arizona
$1.95M
3
HIGP
3
Hill Investment Group Partners
Missouri
$1.3M
4
PCM
4
Passive Capital Management
Maryland
$14.6M
5
RCG
5
Regatta Capital Group
California
$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
Corient Private Wealth
26
Corient Private Wealth
Florida
$21.9M +$21.9M +322,030 New
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$21.9M +$4.06M +59,716 +23%
WP
28
WMS Partners
Maryland
$21.6M +$7.32M +107,577 +51%
SHFA
29
SC&H Financial Advisors
Maryland
$19.8M +$393K +5,785 +2%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$18.1M +$8.13M +119,606 +81%
AC
31
Avestar Capital
New York
$17.9M +$3.92M +57,586 +28%
SHWM
32
Silicon Hills Wealth Management
Texas
$17M -$902K -13,268 -5%
AFAS
33
Acorn Financial Advisory Services
Virginia
$16.5M +$1.13M +16,550 +7%
BSW
34
Buckingham Strategic Wealth
Missouri
$15.1M +$3.75M +55,192 +33%
Bank of America
35
Bank of America
North Carolina
$14.6M +$6.02M +88,485 +70%
PCM
36
Passive Capital Management
Maryland
$14.6M -$2.55M -37,485 -15%
HFA
37
Highland Financial Advisors
New Jersey
$14M +$2.27M +33,344 +19%
CWA
38
Continuum Wealth Advisors
New York
$13.8M +$13.8M +202,965 New
WFA
39
WMG Financial Advisors
Tennessee
$13.3M +$875K +12,864 +7%
VWA
40
V Wealth Advisors
Kansas
$13M +$1.07M +15,744 +9%
HNWA
41
Henrickson Nauta Wealth Advisors
Michigan
$12.9M +$1.74M +25,641 +16%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$12.8M +$205K +3,007 +2%
TWA
43
Trellis Wealth Advisors
California
$12.7M +$12.7M +186,413 New
SWA
44
Sax Wealth Advisors
New Jersey
$12.6M +$3.44M +50,628 +38%
PAS
45
Park Avenue Securities
New York
$12.3M +$4.19M +61,594 +52%
WCA
46
Waypoint Capital Advisors
Minnesota
$12.2M +$757K +11,136 +7%
CPA
47
Cardiff Park Advisors
California
$12.2M +$3.56M +52,379 +41%
GWM
48
Grand Wealth Management
Michigan
$12M +$1.44M +21,234 +14%
AF
49
Advisornet Financial
Minnesota
$12M -$2.79K -41 -0%
DP
50
Divergent Planning
Maryland
$11.8M +$468K +6,887 +4%
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