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Avantis US Equity ETF
AVUS

Overview Fund Activity

273 hedge funds and large institutions have $3.24B invested in Avantis US Equity ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 137 increasing their positions, 71 reducing their positions, and 17 closing their positions.

Holders
273
Holders Change
+6
Holders Change %
+2.25%
% of All Funds
4.35%
Holding in Top 10
62
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.13%
% of All Funds
0.99%
New
27
Increased
137
Reduced
71
Closed
17
Calls
$51K
Puts
$205K
Net Calls
-$154K
Net Calls Change
+$21.2M

Top Buyers

1
TIA
1
Traphagen Investment Advisors
New Jersey
$80.3M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$55.1M
3
Bank of America
3
Bank of America
North Carolina
$30.8M
4
WWA
4
WCG Wealth Advisors
Nevada
$20.2M
5
American Century Companies
5
American Century Companies
Missouri
$197M

Top Sellers

1
PLFA
1
Pacific Life Fund Advisors
California
$107M
2
Creative Planning
2
Creative Planning
Kansas
$130M
3
VWA
3
V Wealth Advisors
Kansas
$0
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$14.4M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$3.32M
Name Market Value Shares Shares
Change 		Shares
Change %
PL
26
Plancorp LLC
Missouri
$37.1M 505,874 +4,004 +0.8%
BDWCC
27
B&D White Capital Company
Texas
$33.7M 460,482 +17,811 +4%
AC
28
AWM Capital
Arizona
$32.5M 443,587 -5,514 -1%
SHFA
29
SC&H Financial Advisors
Maryland
$32.5M 443,190 +33,445 +8%
RLIM
30
Red Lighthouse Investment Management
New York
$31.3M 427,205 -407 -0.1%
Bank of America
31
Bank of America
North Carolina
$30.8M 419,804 +336,804 +406%
SB
32
Strategic Blueprint
Georgia
$29.3M 399,579 -3,734 -0.9%
IDA
33
Intelligence Driven Advisers
California
$26.9M 372,270 +94,037 +34%
WFA
34
Websterrogers Financial Advisors
South Carolina
$25.6M 349,506 -38,715 -10%
RWM
35
Rockwood Wealth Management
Pennsylvania
$25.6M 349,341 -32,675 -9%
BSW
36
Buckingham Strategic Wealth
Missouri
$25.4M 347,015 -16,746 -5%
PAS
37
Park Avenue Securities
New York
$25M 341,843 +66,252 +24%
WFA
38
WMG Financial Advisors
Tennessee
$24.1M 328,652 +11,225 +4%
WA
39
Waverly Advisors
Alabama
$23.2M 317,301 +10,271 +3%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$23.1M 315,514 +61,120 +24%
WCA
41
Waypoint Capital Advisors
Minnesota
$20.3M 277,056 +55,264 +25%
WWA
42
WCG Wealth Advisors
Nevada
$20.2M 276,027 +276,027 New
CWA
43
Continuum Wealth Advisors
New York
$18.9M 258,047 +10,253 +4%
AFAS
44
Acorn Financial Advisory Services
Virginia
$18.3M 250,057 +5,711 +2%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$17.6M 239,749 -22,172 -8%
SWA
46
Sax Wealth Advisors
New Jersey
$16.6M 227,072 +13,491 +6%
Wells Fargo
47
Wells Fargo
California
$16.3M 222,149 +38,452 +21%
HFA
48
Highland Financial Advisors
New Jersey
$15.9M 216,815 +1,577 +0.7%
TWA
49
Trellis Wealth Advisors
California
$15.6M 213,094 +5,863 +3%
PCM
50
Passive Capital Management
Maryland
$14.6M 199,162 -373 -0.2%
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