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Avantis US Equity ETF
AVUS

Overview Fund Activity

339 hedge funds and large institutions have $4.46B invested in Avantis US Equity ETF in 2023 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 148 increasing their positions, 75 reducing their positions, and 11 closing their positions.

Holders
339
Holders Change
+66
Holders Change %
+24.18%
% of All Funds
4.97%
Holding in Top 10
81
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+30.65%
% of All Funds
1.19%
New
81
Increased
148
Reduced
75
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Annex Advisory Services
Wisconsin
$126M
2
Morgan Stanley
2
Morgan Stanley
New York
$155M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$74.1M
4
JIC
4
JRM Investment Counsel
Nebraska
$34.2M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$114M

Top Sellers

1
IDA
1
Intelligence Driven Advisers
California
$2.54M
2
Creative Planning
2
Creative Planning
Kansas
$119M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$3.24M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$143M
5
RCG
5
Regatta Capital Group
California
$8.96M
Name Market Value Shares Shares
Change 		Shares
Change %
MML Investors Services
51
MML Investors Services
Massachusetts
$19.1M 234,641 +67,313 +40%
TWA
52
Trellis Wealth Advisors
California
$18.9M 231,274 +18,180 +9%
RW
53
REDW Wealth
New Mexico
$18.6M 228,571 +37,385 +20%
WIA
54
World Investment Advisors
California
$18.6M 227,471 +207,349 +1,030%
AC
55
Apella Capital
Connecticut
$18.4M 230,216 +196,967 +592%
HFA
56
Highland Financial Advisors
New Jersey
$18.2M 223,159 +6,344 +3%
W
57
WorthPointe
California
$17.9M 219,619 +59,476 +37%
Bank of New York Mellon
58
Bank of New York Mellon
New York
$17.7M 217,640 +56,962 +35%
SWA
59
Sax Wealth Advisors
New Jersey
$17.5M 214,672 -12,400 -5%
TIM
60
Tortoise Investment Management
New York
$17.3M 212,258 +21,967 +12%
RJA
61
Raymond James & Associates
Florida
$16.6M 203,472 +23,918 +13%
Mercer Global Advisors
62
Mercer Global Advisors
Colorado
$16.4M 201,341 +5,428 +3%
GT
63
Glenview Trust
Kentucky
$16.2M 198,636 +61,358 +45%
PCM
64
Passive Capital Management
Maryland
$16.2M 198,321 -841 -0.4%
DP
65
Divergent Planning
Maryland
$15.9M 196,121 +3,135 +2%
HNWA
66
Henrickson Nauta Wealth Advisors
Michigan
$15.9M 194,904 +7,492 +4%
AF
67
Advisornet Financial
Minnesota
$15.8M 193,867 +2,336 +1%
BA
68
Bridgewater Advisors
New York
$15.8M 193,521 +84,581 +78%
LFGO
69
Legacy Financial Group (Oklahoma)
Oklahoma
$15.2M 186,856 +11,009 +6%
CPA
70
Cardiff Park Advisors
California
$14.8M 181,256 +2,690 +2%
BFG
71
Buttonwood Financial Group
Missouri
$14.3M 175,963 +5,634 +3%
CPIG
72
Chicago Partners Investment Group
Illinois
$14.3M 173,740 +8,375 +5%
Mariner
73
Mariner
Kansas
$14.2M 174,153 +33,582 +24%
AA
74
Auxano Advisors
Washington
$12.4M 152,022 +4,659 +3%
WWP
75
WR Wealth Planners
Missouri
$12.4M 151,819 -1,382 -0.9%
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