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Avantis US Equity ETF

78 hedge funds and large institutions have $736M invested in Avantis US Equity ETF in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 37 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 3

270% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 10

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

28% more funds holding

Funds holding: 6178 (+17)

13% more capital invested

Capital invested by funds: $653M → $736M (+$82.9M)

0.33% more ownership

Funds ownership: 49.22%49.54% (+0.33%)

Holders
78
Holders Change
+17
Holders Change %
+27.87%
% of All Funds
1.37%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
21
Increased
37
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UWM
51
USAdvisors Wealth Management
Minnesota
$682K +$92.5K +1,229 +15%
AAS
52
Avantax Advisory Services
Texas
$605K +$617K +8,203 New
TIM
53
Tortoise Investment Management
New York
$575K +$521K +6,925 +791%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$545K +$557K +7,396 New
PAS
55
Park Avenue Securities
New York
$541K +$552K +7,341 New
FNT
56
First National Trust
Pennsylvania
$501K -$9.11K -121 -2%
RIG
57
Roosevelt Investment Group
New York
$462K +$31.5K +418 +7%
BJL
58
Brighton Jones LLC
Washington
$422K +$431K +5,727 New
RJT
59
Raymond James Trust
Florida
$392K
BA
60
Bridgewater Advisors
New York
$372K -$4.52K -60 -1%
OIA
61
OneDigital Investment Advisors
Kansas
$369K
BWM
62
BerganKDV Wealth Management
Minnesota
$343K
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$325K +$27.4K +364 +9%
Citadel Advisors
64
Citadel Advisors
Florida
$291K +$297K +3,951 New
CFS
65
CRA Financial Services
New Jersey
$252K +$257K +3,420 New
MWM
66
Merriman Wealth Management
Washington
$241K
MFT
67
Moisand Fitzgerald Tamayo
Florida
$239K
FPGK
68
Financial Partners Group (Kansas)
Kansas
$222K +$227K +3,011 New
PFA
69
Pure Financial Advisors
California
$210K +$214K +2,847 New
S
70
SignatureFD
Georgia
$34K +$34.6K +460 New
PFGIA
71
Patriot Financial Group Insurance Agency
Massachusetts
$29K +$29.3K +389 New
US Bancorp
72
US Bancorp
Minnesota
$19K +$19.8K +263 New
BC
73
Burleson & Co
California
$18K -$75 -1 -0.4%
PP
74
PrairieView Partners
Minnesota
$16K
ODG
75
O'Dell Group
Ohio
$2K +$1.73K +23 New