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Avantis US Equity ETF
AVUS

Overview Fund Activity

267 hedge funds and large institutions have $3.16B invested in Avantis US Equity ETF in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 141 increasing their positions, 67 reducing their positions, and 8 closing their positions.

Holders
267
Holders Change
+19
Holders Change %
+7.66%
% of All Funds
4.21%
Holding in Top 10
64
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+10.34%
% of All Funds
1.01%
New
31
Increased
141
Reduced
67
Closed
8
Calls
$23K
Puts
$21.3M
Net Calls
-$21.3M
Net Calls Change
-$1.41M

Top Buyers

1
AF
1
Allworth Financial
California
$161M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$88.6M
3
LB
3
Leo Brokerage
Texas
$55.2M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$26.7M
5
WA
5
Waverly Advisors
Alabama
$23.1M

Top Sellers

1
AC
1
Avestar Capital
New York
$763K
2
Creative Planning
2
Creative Planning
Kansas
$155M
3
Bank of America
3
Bank of America
North Carolina
$6.24M
4
FWP
4
FAS Wealth Partners
Kansas
$0
5
M1FG
5
Mach-1 Financial Group
Arkansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AC
26
AWM Capital
Arizona
$33.8M 449,101 -1,356 -0.3%
BDWCC
27
B&D White Capital Company
Texas
$33.3M 442,671 +3,732 +0.9%
RLIM
28
Red Lighthouse Investment Management
New York
$32.2M 427,612 +15,596 +4%
SHFA
29
SC&H Financial Advisors
Maryland
$30.8M 409,745 +45,618 +13%
SB
30
Strategic Blueprint
Georgia
$30.3M 403,313 -10,590 -3%
WFA
31
Websterrogers Financial Advisors
South Carolina
$29.2M 388,221 -7,813 -2%
RWM
32
Rockwood Wealth Management
Pennsylvania
$28.7M 382,016 +6,971 +2%
BSW
33
Buckingham Strategic Wealth
Missouri
$27.4M 363,761 +141,071 +63%
Mercer Global Advisors
34
Mercer Global Advisors
Colorado
$26.7M 354,879 +325,730 +1,117%
WFA
35
WMG Financial Advisors
Tennessee
$23.9M 317,427 +98,276 +45%
SHWM
36
Silicon Hills Wealth Management
Texas
$23.7M 315,199 +48,662 +18%
WA
37
Waverly Advisors
Alabama
$23.1M 307,030 +307,030 New
PAS
38
Park Avenue Securities
New York
$20.7M 275,591 +45,264 +20%
IDA
39
Intelligence Driven Advisers
California
$20.7M 278,233 +97,505 +54%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$19.7M 261,921 -5,836 -2%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$19.1M 254,394 +21,851 +9%
VWA
42
V Wealth Advisors
Kansas
$19.1M 254,076 +37,426 +17%
CWA
43
Continuum Wealth Advisors
New York
$18.6M 247,794 +38,726 +19%
AFAS
44
Acorn Financial Advisory Services
Virginia
$18.4M 244,346 +2,011 +0.8%
WCA
45
Waypoint Capital Advisors
Minnesota
$16.7M 221,792 +37,077 +20%
HFA
46
Highland Financial Advisors
New Jersey
$16.2M 215,238 +4,266 +2%
SWA
47
Sax Wealth Advisors
New Jersey
$16.1M 213,581 +13,599 +7%
TWA
48
Trellis Wealth Advisors
California
$15.6M 207,231 +11,499 +6%
PCM
49
Passive Capital Management
Maryland
$15M 199,535 -18,015 -8%
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$14.8M 196,720 -8,189 -4%
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