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Avantis US Equity ETF
AVUS

Overview Fund Activity

161 hedge funds and large institutions have $1.26B invested in Avantis US Equity ETF in 2022 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 87 increasing their positions, 22 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
Holders Change
+15
Holders Change %
+10.27%
% of All Funds
2.72%
Holding in Top 10
34
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+17.24%
% of All Funds
0.57%
New
35
Increased
87
Reduced
22
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AF
1
Allworth Financial
California
$64.3M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$42.5M
3
RW
3
RVW Wealth
California
$50.5M
4
AC
4
AWM Capital
Arizona
$15.8M
5
DP
5
Divergent Planning
Maryland
$10.5M

Top Sellers

1
GPWA
1
Great Point Wealth Advisors
Massachusetts
$21.5M
2
WWP
2
Waypoint Wealth Partners
California
$33.3M
3
WFA
3
Wipfli Financial Advisors
Wisconsin
$119M
4
MCA
4
Magnolia Capital Advisors
Mississippi
$0
5
BDWCC
5
B&D White Capital Company
Texas
$230K
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
51
Raymond James & Associates
Florida
$6.5M +$6.5M +99,887 New
CPIG
52
Chicago Partners Investment Group
Illinois
$5.13M +$1.33M +18,738 +35%
Morgan Stanley
53
Morgan Stanley
New York
$5.02M -$387K -5,950 -7%
PAS
54
Park Avenue Securities
New York
$4.89M +$1.61M +24,791 +49%
MRWM
55
ML&R Wealth Management
Texas
$4.82M +$1.95M +30,030 +68%
SWA
56
Sax Wealth Advisors
New Jersey
$4.78M +$2.14M +32,856 +81%
TIM
57
Tortoise Investment Management
New York
$4.37M +$600K +9,218 +16%
HIGP
58
Hill Investment Group Partners
Missouri
$4.26M +$3.78M +58,141 +787%
NWM
59
Northwest Wealth Management
Iowa
$3.94M +$1.53M +23,553 +64%
KAS
60
Kestra Advisory Services
Texas
$3.66M +$839K +12,903 +30%
FWI
61
Facet Wealth Inc
Maryland
$3.61M +$3.61M +55,540 New
WP
62
WMS Partners
Maryland
$3.4M +$3.4M +52,337 New
PCM
63
Passive Capital Management
Maryland
$3.29M +$74.9K +1,152 +2%
BAM
64
Bayshore Asset Management
Florida
$3.24M +$1.83M +28,126 +130%
SCM
65
SOL Capital Management
Maryland
$3.18M +$677K +10,413 +27%
EWA
66
EverSource Wealth Advisors
Alabama
$3.04M +$30.9K +475 +1%
VCM
67
Versant Capital Management
Arizona
$3.01M +$1.43K +22 +0%
IA
68
Integrity Advisory
Kansas
$2.99M -$1.15M -17,631 -28%
AC
69
Apella Capital
Connecticut
$2.65M -$229K -3,516 -8%
MAM
70
Marquette Asset Management
Minnesota
$2.63M – – –
T
71
TRUADVICE
Florida
$2.63M +$272K +3,847 +12%
PWM
72
Perigon Wealth Management
California
$2.59M +$289K +4,445 +13%
Osaic Holdings
73
Osaic Holdings
Arizona
$2.56M +$628K +9,659 +32%
MFG
74
Magnus Financial Group
New York
$2.25M +$90K +1,383 +4%
QA
75
Quantitative Advantage
Minnesota
$2.07M +$115K +1,767 +6%
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