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Avantis US Equity ETF
AVUS

Overview Fund Activity

339 hedge funds and large institutions have $4.46B invested in Avantis US Equity ETF in 2023 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 148 increasing their positions, 75 reducing their positions, and 11 closing their positions.

Holders
339
Holders Change
+66
Holders Change %
+24.18%
% of All Funds
4.97%
Holding in Top 10
81
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+30.65%
% of All Funds
1.19%
New
81
Increased
148
Reduced
75
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Annex Advisory Services
Wisconsin
$126M
2
Morgan Stanley
2
Morgan Stanley
New York
$155M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$74.1M
4
JIC
4
JRM Investment Counsel
Nebraska
$34.2M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$114M

Top Sellers

1
IDA
1
Intelligence Driven Advisers
California
$2.54M
2
Creative Planning
2
Creative Planning
Kansas
$119M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$3.24M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$143M
5
RCG
5
Regatta Capital Group
California
$8.96M
Name Market Value Shares Shares
Change 		Shares
Change %
WRPWM
26
Werba Rubin Papier Wealth Management
California
$47.2M 579,262 +5,605 +1%
PL
27
Plancorp LLC
Missouri
$42.8M 524,593 +18,719 +4%
SAF
28
Smith Anglin Financial
Texas
$40M 491,005 -25,625 -5%
SHFA
29
SC&H Financial Advisors
Maryland
$38.5M 472,464 +29,274 +7%
BDWCC
30
B&D White Capital Company
Texas
$37.4M 458,980 -1,502 -0.3%
AC
31
AWM Capital
Arizona
$35.7M 437,397 -6,190 -1%
Bank of America
32
Bank of America
North Carolina
$35.1M 430,910 +11,106 +3%
RLIM
33
Red Lighthouse Investment Management
New York
$35M 429,541 +2,336 +0.5%
JIC
34
JRM Investment Counsel
Nebraska
$34.2M 419,281 +376,863 +888%
SB
35
Strategic Blueprint
Georgia
$32.9M 403,094 +3,515 +0.9%
LWL
36
Leo Wealth LLC
Texas
$32.7M 388,490 +388,490 New
RWM
37
Rockwood Wealth Management
Pennsylvania
$32.4M 397,611 +48,270 +14%
PAS
38
Park Avenue Securities
New York
$29.9M 366,553 +24,710 +7%
WFA
39
WMG Financial Advisors
Tennessee
$29.9M 366,416 +37,764 +11%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$29.9M 366,372 +50,858 +16%
BSW
41
Buckingham Strategic Wealth
Missouri
$28.5M 348,887 +1,872 +0.5%
WA
42
Waverly Advisors
Alabama
$26.1M 320,287 +2,986 +0.9%
WFA
43
Websterrogers Financial Advisors
South Carolina
$25.2M 309,166 -40,340 -12%
WWA
44
WCG Wealth Advisors
Nevada
$25.2M 308,807 +32,780 +12%
Wells Fargo
45
Wells Fargo
California
$24.6M 302,053 +79,904 +36%
CWA
46
Continuum Wealth Advisors
New York
$22.3M 273,333 +15,286 +6%
WCA
47
Waypoint Capital Advisors
Minnesota
$20.8M 255,181 -21,875 -8%
AFAS
48
Acorn Financial Advisory Services
Virginia
$20.2M 248,434 -1,623 -0.6%
SRCM
49
Signature Resources Capital Management
California
$20M 245,816 +245,816 New
RJFSA
50
Raymond James Financial Services Advisors
Florida
$19.8M 243,235 +3,486 +1%
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