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Avantis US Equity ETF
AVUS

Overview Fund Activity

146 hedge funds and large institutions have $1.11B invested in Avantis US Equity ETF in 2022 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 73 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+27
Holders Change %
+22.69%
% of All Funds
2.31%
Holding in Top 10
29
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+45%
% of All Funds
0.46%
New
35
Increased
73
Reduced
24
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$23.5M
2
SB
2
Strategic Blueprint
Georgia
$18.4M
3
RCG
3
Regatta Capital Group
California
$13.3M
4
HWM
4
HB Wealth Management
Georgia
$12.7M
5
WFA
5
Wipfli Financial Advisors
Wisconsin
$152M

Top Sellers

1
WFA
1
Websterrogers Financial Advisors
South Carolina
$56M
2
BDWCC
2
B&D White Capital Company
Texas
$4.49M
3
American Century Companies
3
American Century Companies
Missouri
$122M
4
AWP
4
Abacus Wealth Partners
California
$0
5
PAG
5
Private Advisor Group
New Jersey
$1.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
HA
76
Herold Advisors
New York
$1.51M +$643K +8,342 +74%
PAG
77
Private Advisor Group
New Jersey
$1.38M -$2.1M -27,202 -60%
MML Investors Services
78
MML Investors Services
Massachusetts
$1.37M +$20.6K +267 +2%
WW
79
Waterfront Wealth
Kansas
$1.26M – – –
PP
80
Prosperity Planning
Missouri
$1.24M – – –
IWM
81
IHT Wealth Management
Illinois
$1.22M -$56.6K -734 -4%
CW
82
CreativeOne Wealth
Kansas
$1.18M +$35.9K +465 +3%
OMC
83
Old Mission Capital
Illinois
$1.17M -$1.57M -20,416 -57%
CCWA
84
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.05M +$1.05M +13,627 New
M&T Bank
85
M&T Bank
New York
$971K +$971K +12,597 New
AAS
86
Avantax Advisory Services
Texas
$968K -$76.9K -998 -7%
UWM
87
USAdvisors Wealth Management
Minnesota
$944K +$48.5K +630 +5%
SS
88
Sunbelt Securities
Texas
$931K -$133K -1,703 -13%
CPA
89
Capital Performance Advisors
California
$803K +$14.2K +184 +2%
PP
90
PrairieView Partners
Minnesota
$795K – – –
APG
91
Abacus Planning Group
South Carolina
$756K -$113K -1,472 -13%
GA
92
Greenspring Advisors
Maryland
$747K +$747K +9,692 New
AT
93
American Trust
Kentucky
$739K +$739K +9,584 New
RIG
94
Roosevelt Investment Group
New York
$657K +$66.2K +859 +11%
TI
95
Truepoint Inc
Ohio
$596K +$596K +7,732 New
CPP
96
Capasso Planning Partners
South Carolina
$586K +$586K +7,602 New
HIGP
97
Hill Investment Group Partners
Missouri
$570K +$570K +7,389 New
OPWM
98
Oakwell Private Wealth Management
Texas
$565K +$565K +7,325 New
BA
99
Bridgewater Advisors
New York
$530K +$88.3K +1,144 +20%
OIA
100
OneDigital Investment Advisors
Kansas
$517K +$15.9K +206 +3%
2 3
4
5 6