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Avantis US Equity ETF
AVUS

Overview Fund Activity

267 hedge funds and large institutions have $3.16B invested in Avantis US Equity ETF in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 141 increasing their positions, 67 reducing their positions, and 8 closing their positions.

Holders
267
Holders Change
+19
Holders Change %
+7.66%
% of All Funds
4.21%
Holding in Top 10
64
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+10.34%
% of All Funds
1.01%
New
31
Increased
141
Reduced
67
Closed
8
Calls
$23K
Puts
$21.3M
Net Calls
-$21.3M
Net Calls Change
-$1.41M

Top Buyers

1
AF
1
Allworth Financial
California
$161M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$88.6M
3
LB
3
Leo Brokerage
Texas
$55.2M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$26.7M
5
WA
5
Waverly Advisors
Alabama
$23.1M

Top Sellers

1
AC
1
Avestar Capital
New York
$763K
2
Creative Planning
2
Creative Planning
Kansas
$155M
3
Bank of America
3
Bank of America
North Carolina
$6.24M
4
FWP
4
FAS Wealth Partners
Kansas
$0
5
M1FG
5
Mach-1 Financial Group
Arkansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
DP
51
Divergent Planning
Maryland
$14.4M 192,006 +6,912 +4%
AF
52
Advisornet Financial
Minnesota
$14.2M 188,648 +7,869 +4%
HNWA
53
Henrickson Nauta Wealth Advisors
Michigan
$14.2M 188,374 -1,389 -0.7%
Wells Fargo
54
Wells Fargo
California
$13.8M 183,697 +43,915 +31%
CPA
55
Cardiff Park Advisors
California
$13.6M 181,128 +431 +0.2%
TIM
56
Tortoise Investment Management
New York
$13.3M 176,991 +8,803 +5%
RCG
57
Regatta Capital Group
California
$12.9M 171,660 +10,039 +6%
LFGO
58
Legacy Financial Group (Oklahoma)
Oklahoma
$12.7M 168,460 +15,030 +10%
GWM
59
Grand Wealth Management
Michigan
$12.5M 166,755 -2,433 -1%
CPIG
60
Chicago Partners Investment Group
Illinois
$12M 155,979 +9,802 +7%
WWP
61
WR Wealth Planners
Missouri
$11.7M 155,670 +11,023 +8%
RJA
62
Raymond James & Associates
Florida
$11.6M 154,613 +7,131 +5%
W
63
WorthPointe
California
$11.6M 154,272 +33,572 +28%
DCM
64
Disciplina Capital Management
Tennessee
$11.1M 147,941 +96,552 +188%
Wealth Enhancement Advisory Services
65
Wealth Enhancement Advisory Services
Minnesota
$10.4M 138,326 +109,715 +383%
CAM
66
Cresset Asset Management
Illinois
$10.4M 138,000 +138,000 New
AIM
67
Acropolis Investment Management
Missouri
$10.2M 135,495 -1,632 -1%
LA
68
LexAurum Advisors
Kansas
$9.89M 131,509 -1,018 -0.8%
Bank of New York Mellon
69
Bank of New York Mellon
New York
$9.41M 125,106 +82,369 +193%
MML Investors Services
70
MML Investors Services
Massachusetts
$9.37M 124,580 +124,580 New
RW
71
REDW Wealth
New Mexico
$9.14M 121,616 +83,926 +223%
CC
72
Callan Capital
California
$9.1M 121,015 -50,897 -30%
HIA
73
HTG Investment Advisors
Connecticut
$8.79M 116,893 +9,167 +9%
FWM
74
FMB Wealth Management
California
$8.61M 114,444 – –
CFO
75
CVA Family Office
Colorado
$8.55M 113,683 +5,004 +5%
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3
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