AVUS icon

Avantis US Equity ETF
AVUS

Overview Fund Activity

248 hedge funds and large institutions have $2.64B invested in Avantis US Equity ETF in 2023 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 126 increasing their positions, 55 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
+34
Holders Change %
+15.89%
% of All Funds
3.97%
Holding in Top 10
58
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+11.54%
% of All Funds
0.93%
New
43
Increased
126
Reduced
55
Closed
5
Calls
$7K
Puts
$19.9M
Net Calls
-$19.9M
Net Calls Change
-$19.9M

Top Buyers

1
FSC
1
Full Sail Capital
Oklahoma
$44M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$132M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$51.6M
4
American Century Companies
4
American Century Companies
Missouri
$159M
5
OIA
5
OneDigital Investment Advisors
Kansas
$33.6M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$161M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$2.07M
3
KAS
3
Kestra Advisory Services
Texas
$525K
4
PLFA
4
Pacific Life Fund Advisors
California
$140M
5
JIC
5
JRM Investment Counsel
Nebraska
$3.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
51
Advisornet Financial
Minnesota
$12.8M +$295K +4,164 +2%
CPA
52
Cardiff Park Advisors
California
$12.8M +$81.7K +1,152 +0.6%
IDA
53
Intelligence Driven Advisers
California
$12.7M +$2.08M +29,717 +20%
CC
54
Callan Capital
California
$12.2M +$663K +9,351 +6%
GWM
55
Grand Wealth Management
Michigan
$12M -$551K -7,780 -4%
TIM
56
Tortoise Investment Management
New York
$11.9M +$2.39M +33,706 +25%
RCG
57
Regatta Capital Group
California
$11M – – –
LFGO
58
Legacy Financial Group (Oklahoma)
Oklahoma
$10.9M +$1.18M +16,684 +12%
RJA
59
Raymond James & Associates
Florida
$10.5M -$1.04M -14,682 -9%
CPIG
60
Chicago Partners Investment Group
Illinois
$10.4M +$796K +11,185 +8%
WWP
61
WR Wealth Planners
Missouri
$10.3M +$1.15M +16,293 +13%
FWP
62
FAS Wealth Partners
Kansas
$9.97M +$1.78M +25,168 +22%
Wells Fargo
63
Wells Fargo
California
$9.91M +$5.54M +78,092 +127%
AIM
64
Acropolis Investment Management
Missouri
$9.72M +$9.72M +137,127 New
LA
65
LexAurum Advisors
Kansas
$9.39M +$554K +7,810 +6%
M1FG
66
Mach-1 Financial Group
Arkansas
$8.93M +$8.93M +126 New
MRWM
67
ML&R Wealth Management
Texas
$8.69M +$262K +3,693 +3%
W
68
WorthPointe
California
$8.56M -$983K -13,871 -10%
AA
69
Auxano Advisors
Washington
$8.29M +$5.12M +72,260 +162%
GA
70
Greenspring Advisors
Maryland
$8.17M -$23.2K -327 -0.3%
FWM
71
FMB Wealth Management
California
$8.11M +$42.8K +604 +0.5%
SRC
72
Sage Rhino Capital
California
$7.99M +$185K +2,616 +2%
CFO
73
CVA Family Office
Colorado
$7.7M +$449K +6,335 +6%
HIA
74
HTG Investment Advisors
Connecticut
$7.64M +$444K +6,263 +6%
FFM
75
Flagstone Financial Management
Nebraska
$7.43M +$626K +8,837 +9%
1 2
3
4 5