AVUS icon

Avantis US Equity ETF
AVUS

Overview Fund Activity

273 hedge funds and large institutions have $3.24B invested in Avantis US Equity ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 137 increasing their positions, 71 reducing their positions, and 17 closing their positions.

Holders
273
Holders Change
+6
Holders Change %
+2.25%
% of All Funds
4.35%
Holding in Top 10
62
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.13%
% of All Funds
0.99%
New
27
Increased
137
Reduced
71
Closed
17
Calls
$51K
Puts
$205K
Net Calls
-$154K
Net Calls Change
+$21.2M

Top Buyers

1
TIA
1
Traphagen Investment Advisors
New Jersey
$80.3M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$55.1M
3
Bank of America
3
Bank of America
North Carolina
$30.8M
4
WWA
4
WCG Wealth Advisors
Nevada
$20.2M
5
American Century Companies
5
American Century Companies
Missouri
$197M

Top Sellers

1
PLFA
1
Pacific Life Fund Advisors
California
$107M
2
Creative Planning
2
Creative Planning
Kansas
$130M
3
VWA
3
V Wealth Advisors
Kansas
$0
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$14.4M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$3.32M
Name Market Value Shares Shares
Change 		Shares
Change %
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$14.4M 195,913 -158,966 -45%
DP
52
Divergent Planning
Maryland
$14.2M 192,986 +980 +0.5%
AF
53
Advisornet Financial
Minnesota
$14M 191,531 +2,883 +2%
RW
54
REDW Wealth
New Mexico
$14M 191,186 +69,570 +57%
TIM
55
Tortoise Investment Management
New York
$13.9M 190,291 +13,300 +8%
HNWA
56
Henrickson Nauta Wealth Advisors
Michigan
$13.7M 187,412 -962 -0.5%
RJA
57
Raymond James & Associates
Florida
$13.2M 179,554 +24,941 +16%
CPA
58
Cardiff Park Advisors
California
$13.1M 178,566 -2,562 -1%
LFGO
59
Legacy Financial Group (Oklahoma)
Oklahoma
$12.9M 175,847 +7,387 +4%
MML Investors Services
60
MML Investors Services
Massachusetts
$12.3M 167,328 +42,748 +34%
RCG
61
Regatta Capital Group
California
$12.2M 166,639 -5,021 -3%
BFG
62
Buttonwood Financial Group
Missouri
$12.1M 170,329 +67,583 +66%
GWM
63
Grand Wealth Management
Michigan
$12M 163,421 -3,334 -2%
CPIG
64
Chicago Partners Investment Group
Illinois
$11.8M 165,365 +9,386 +6%
Bank of New York Mellon
65
Bank of New York Mellon
New York
$11.8M 160,678 +35,572 +28%
W
66
WorthPointe
California
$11.7M 160,143 +5,871 +4%
WWP
67
WR Wealth Planners
Missouri
$11.2M 153,201 -2,469 -2%
AA
68
Auxano Advisors
Washington
$10.8M 147,363 +30,376 +26%
Osaic Holdings
69
Osaic Holdings
Arizona
$10.6M 145,177 +46,890 +48%
FWP
70
FAS Wealth Partners
Kansas
$10.6M 144,272 +144,272 New
Mariner
71
Mariner
Kansas
$10.3M 140,571 +114,698 +443%
AIM
72
Acropolis Investment Management
Missouri
$10.2M 139,040 +3,545 +3%
CAM
73
Cresset Asset Management
Illinois
$10.1M 138,000 – –
GT
74
Glenview Trust
Kentucky
$10.1M 137,278 +49,197 +56%
CFO
75
CVA Family Office
Colorado
$9.37M 127,948 +14,265 +13%
1 2
3
4 5