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Avantis US Equity ETF
AVUS

Overview Fund Activity

214 hedge funds and large institutions have $2.34B invested in Avantis US Equity ETF in 2022 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 107 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
+47
Holders Change %
+28.14%
% of All Funds
3.45%
Holding in Top 10
52
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+44.44%
% of All Funds
0.84%
New
63
Increased
107
Reduced
30
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$282M
2
American Century Companies
2
American Century Companies
Missouri
$130M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$55.5M
4
RW
4
RVW Wealth
California
$72.5M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$53M

Top Sellers

1
WFA
1
Websterrogers Financial Advisors
South Carolina
$29.4M
2
FIA
2
Foundations Investment Advisors
Arizona
$1.95M
3
HIGP
3
Hill Investment Group Partners
Missouri
$1.3M
4
PCM
4
Passive Capital Management
Maryland
$14.6M
5
RCG
5
Regatta Capital Group
California
$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
76
Belpointe Asset Management
Nevada
$6.5M +$285K +4,187 +5%
WPC
77
Wedmont Private Capital
Pennsylvania
$6.3M +$1.28M +18,482 +26%
NWM
78
Northwest Wealth Management
Iowa
$5.51M +$1.56M +22,885 +39%
UBS Group
79
UBS Group
Switzerland
$4.91M +$2.12M +31,150 +76%
TWD
80
True Wealth Design
Ohio
$4.63M +$4.63M +68,034 New
FWI
81
Facet Wealth Inc
Maryland
$4.57M -$260K -3,571 -5%
MAM
82
McLean Asset Management
Virginia
$4.37M +$2.1M +30,898 +93%
HWM
83
HB Wealth Management
Georgia
$4.36M +$1.73M +25,422 +66%
VCM
84
Versant Capital Management
Arizona
$4.35M +$716K +10,535 +20%
Cambridge Investment Research Advisors
85
Cambridge Investment Research Advisors
Iowa
$4.33M +$1.72M +25,296 +66%
QHA
86
Quarry Hill Advisors
Minnesota
$4.2M +$4.2M +61,708 New
Wells Fargo
87
Wells Fargo
California
$4.2M +$2.34M +34,438 +126%
AFS
88
Annapolis Financial Services
Maryland
$4.18M +$2.57M +37,837 +160%
BA
89
Bridgewater Advisors
New York
$4.14M +$4.14M +60,903 New
AHC
90
Anderson Hoagland & Co
Missouri
$3.94M +$437K +6,278 +12%
MFA
91
Morling Financial Advisors
California
$3.71M +$3.71M +54,478 New
DCM
92
Disciplina Capital Management
Tennessee
$3.61M +$3.61M +53,080 New
BAM
93
Bayshore Asset Management
Florida
$3.6M +$147K +2,157 +4%
GWA
94
Geometric Wealth Advisors
District of Columbia
$3.59M +$2.29M +33,598 +175%
SCM
95
SOL Capital Management
Maryland
$3.47M +$26.4K +388 +0.8%
EWA
96
EverSource Wealth Advisors
Alabama
$3.46M +$51.9K +763 +2%
IA
97
Integrity Advisory
Kansas
$3.29M +$115K +1,691 +4%
AA
98
Auxano Advisors
Washington
$3.04M +$1.42M +20,838 +87%
MML Investors Services
99
MML Investors Services
Massachusetts
$3.02M +$693K +10,197 +30%
T
100
TRUADVICE
Florida
$2.82M +$17.9K +251 +0.6%
2 3
4
5 6