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Avantis US Equity ETF
AVUS

Overview Fund Activity

248 hedge funds and large institutions have $2.64B invested in Avantis US Equity ETF in 2023 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 126 increasing their positions, 55 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
+34
Holders Change %
+15.89%
% of All Funds
3.97%
Holding in Top 10
58
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+11.54%
% of All Funds
0.93%
New
43
Increased
126
Reduced
55
Closed
5
Calls
$7K
Puts
$19.9M
Net Calls
-$19.9M
Net Calls Change
-$19.9M

Top Buyers

1
FSC
1
Full Sail Capital
Oklahoma
$44M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$132M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$51.6M
4
American Century Companies
4
American Century Companies
Missouri
$159M
5
OIA
5
OneDigital Investment Advisors
Kansas
$33.6M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$161M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$2.07M
3
KAS
3
Kestra Advisory Services
Texas
$525K
4
PLFA
4
Pacific Life Fund Advisors
California
$140M
5
JIC
5
JRM Investment Counsel
Nebraska
$3.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
SB
26
Strategic Blueprint
Georgia
$29.3M +$814K +11,487 +3%
RLIM
27
Red Lighthouse Investment Management
New York
$29.2M +$1.05M +14,844 +4%
WFA
28
Websterrogers Financial Advisors
South Carolina
$28.1M -$2.56M -36,068 -8%
RWM
29
Rockwood Wealth Management
Pennsylvania
$26.6M -$1.09M -15,424 -4%
LB
30
Leo Brokerage
Texas
$26.5M +$26.5M +373,597 New
SHFA
31
SC&H Financial Advisors
Maryland
$25.8M +$5.2M +73,402 +25%
Morgan Stanley
32
Morgan Stanley
New York
$23.8M +$13.8M +194,579 +138%
WFA
33
WMG Financial Advisors
Tennessee
$19.6M +$2.06M +22,980 +12%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$19M +$96.4K +1,360 +0.5%
SHWM
35
Silicon Hills Wealth Management
Texas
$18.9M +$1.14M +16,034 +6%
AC
36
Avestar Capital
New York
$18.4M -$296K -4,176 -2%
AFAS
37
Acorn Financial Advisory Services
Virginia
$17.2M -$32.2K -454 -0.2%
Bank of America
38
Bank of America
North Carolina
$16.6M +$1.35M +19,041 +9%
PAS
39
Park Avenue Securities
New York
$16.3M +$3.49M +49,275 +27%
PCM
40
Passive Capital Management
Maryland
$15.4M +$209K +2,954 +1%
VWA
41
V Wealth Advisors
Kansas
$15.4M +$1.8M +25,344 +13%
BSW
42
Buckingham Strategic Wealth
Missouri
$15.1M – – –
HFA
43
Highland Financial Advisors
New Jersey
$15M +$360K +5,083 +2%
CWA
44
Continuum Wealth Advisors
New York
$14.8M +$433K +6,103 +3%
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$14.5M +$3.19M +44,973 +28%
SWA
46
Sax Wealth Advisors
New Jersey
$14.2M +$1.07M +15,155 +8%
TWA
47
Trellis Wealth Advisors
California
$13.9M +$661K +9,319 +5%
HNWA
48
Henrickson Nauta Wealth Advisors
Michigan
$13.5M +$45.3K +639 +0.3%
DP
49
Divergent Planning
Maryland
$13.1M +$772K +10,898 +6%
WCA
50
Waypoint Capital Advisors
Minnesota
$13.1M +$348K +4,913 +3%
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