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Avantis US Equity ETF
AVUS

Overview Fund Activity

214 hedge funds and large institutions have $2.34B invested in Avantis US Equity ETF in 2022 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 107 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
+47
Holders Change %
+28.14%
% of All Funds
3.45%
Holding in Top 10
52
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+44.44%
% of All Funds
0.84%
New
63
Increased
107
Reduced
30
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$282M
2
American Century Companies
2
American Century Companies
Missouri
$130M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$55.5M
4
RW
4
RVW Wealth
California
$72.5M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$53M

Top Sellers

1
WFA
1
Websterrogers Financial Advisors
South Carolina
$29.4M
2
FIA
2
Foundations Investment Advisors
Arizona
$1.95M
3
HIGP
3
Hill Investment Group Partners
Missouri
$1.3M
4
PCM
4
Passive Capital Management
Maryland
$14.6M
5
RCG
5
Regatta Capital Group
California
$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
51
Callan Capital
California
$11.1M +$4.82M +70,943 +77%
RJA
52
Raymond James & Associates
Florida
$11M +$3.91M +57,426 +55%
RCG
53
Regatta Capital Group
California
$11M -$1.53M -22,527 -12%
JPMorgan Chase & Co
54
JPMorgan Chase & Co
New York
$10.9M +$10.9M +159,936 New
OIA
55
OneDigital Investment Advisors
Kansas
$10.8M +$7.34M +107,968 +214%
IDA
56
Intelligence Driven Advisers
California
$10.5M +$10.5M +151,011 New
CPIG
57
Chicago Partners Investment Group
Illinois
$9.99M +$2.39M +32,221 +31%
Morgan Stanley
58
Morgan Stanley
New York
$9.59M +$6.73M +98,984 +236%
LFGO
59
Legacy Financial Group (Oklahoma)
Oklahoma
$9.3M +$9.3M +136,746 New
W
60
WorthPointe
California
$9.15M +$84.2K +1,238 +0.9%
TIM
61
Tortoise Investment Management
New York
$9.15M +$3.37M +49,487 +58%
JIC
62
JRM Investment Counsel
Nebraska
$8.96M -$1.34M -19,721 -13%
WWP
63
WR Wealth Planners
Missouri
$8.73M +$298K +4,385 +4%
LA
64
LexAurum Advisors
Kansas
$8.48M +$401K +5,890 +5%
KAS
65
Kestra Advisory Services
Texas
$8.25M +$5.22M +76,788 +172%
MRWM
66
ML&R Wealth Management
Texas
$8.08M +$331K +4,869 +4%
GA
67
Greenspring Advisors
Maryland
$7.86M +$6.8M +99,943 +640%
FWP
68
FAS Wealth Partners
Kansas
$7.85M +$7.85M +115,486 New
FWM
69
FMB Wealth Management
California
$7.74M +$7.74M +113,840 New
SRC
70
Sage Rhino Capital
California
$7.49M +$168K +2,473 +2%
EWM
71
Echo Wealth Management
Minnesota
$7.05M +$1.74M +24,408 +33%
CFO
72
CVA Family Office
Colorado
$6.96M +$2.84M +41,708 +69%
HIA
73
HTG Investment Advisors
Connecticut
$6.9M +$6.9M +101,463 New
BC
74
Brio Consultants
California
$6.6M +$246K +3,621 +4%
FFM
75
Flagstone Financial Management
Nebraska
$6.52M +$6.52M +95,936 New
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