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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 %
LA
76
LexAurum Advisors
Kansas
$9.32M 127,247 -4,262 -3%
DCM
77
Disciplina Capital Management
Tennessee
$9.26M 126,681 -21,260 -14%
HIA
78
HTG Investment Advisors
Connecticut
$9.01M 122,932 +6,039 +5%
CC
79
Callan Capital
California
$8.75M 119,411 -1,604 -1%
FWM
80
FMB Wealth Management
California
$8.4M 114,686 +242 +0.2%
SRC
81
Sage Rhino Capital
California
$8.1M 110,622 -1,070 -1%
BA
82
Bridgewater Advisors
New York
$7.98M 108,940 +17,424 +19%
FFM
83
Flagstone Financial Management
Nebraska
$7.68M 104,831 -2,354 -2%
GA
84
Greenspring Advisors
Maryland
$7.59M 103,636 – –
MWM
85
Mattern Wealth Management
Kansas
$7.55M 103,094 +103,094 New
EWM
86
Echo Wealth Management
Minnesota
$7.13M 97,330 +1,562 +2%
AWA
87
ARQ Wealth Advisors
Arizona
$7.13M 97,300 -9,298 -9%
BC
88
Brio Consultants
California
$7.07M 96,468 -1,170 -1%
WPC
89
Wedmont Private Capital
Pennsylvania
$6.77M 92,151 +1,051 +1%
OCM
90
Orion Capital Management
California
$6.49M 88,596 +43,613 +97%
GWP
91
Gateway Wealth Partners
Wisconsin
$6.29M 85,904 +5,405 +7%
MRWM
92
ML&R Wealth Management
Texas
$6.12M 83,534 -7,119 -8%
NWM
93
Northwest Wealth Management
Iowa
$5.91M 80,629 -544 -0.7%
MPCL
94
My Personal CFO LLC
Washington
$5.79M 79,038 +5,430 +7%
MAM
95
McLean Asset Management
Virginia
$5.67M 76,661 +3,022 +4%
AWE
96
Avidian Wealth Enterprises
Texas
$5.57M 75,995 +5,451 +8%
AHC
97
Anderson Hoagland & Co
Missouri
$5.32M 72,619 +9,513 +15%
TWD
98
True Wealth Design
Ohio
$5.19M 70,831 +985 +1%
AFS
99
Annapolis Financial Services
Maryland
$5.09M 69,507 +673 +1%
KAS
100
Kestra Advisory Services
Texas
$4.97M 67,821 +57,843 +580%
2 3
4
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