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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
ORL
1
Oak Root LLC
California
$243M
2
AAS
2
Annex Advisory Services
Wisconsin
$126M
3
Morgan Stanley
3
Morgan Stanley
New York
$155M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$74.1M
5
LWL
5
Leo Wealth LLC
Texas
$32.7M

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 %
FWP
76
FAS Wealth Partners
Kansas
$11.9M 145,869 +1,597 +1%
CFO
77
CVA Family Office
Colorado
$11.7M 143,358 +15,410 +12%
AIM
78
Acropolis Investment Management
Missouri
$11.5M 141,223 +2,183 +2%
GWM
79
Grand Wealth Management
Michigan
$11.4M 139,255 -24,166 -15%
CAM
80
Cresset Asset Management
Illinois
$11.3M 138,000 – –
HIA
81
HTG Investment Advisors
Connecticut
$11.2M 137,390 +14,458 +12%
HA
82
Herold Advisors
New York
$10.9M 134,258 +92,764 +224%
LA
83
LexAurum Advisors
Kansas
$10.7M 131,456 +4,209 +3%
DCM
84
Disciplina Capital Management
Tennessee
$10.3M 126,727 +46 +0%
CCA
85
Clarity Capital Advisors
Florida
$9.86M 120,961 +120,961 New
FWM
86
FMB Wealth Management
California
$9.31M 114,118 -568 -0.5%
MWM
87
Mattern Wealth Management
Kansas
$9.3M 114,091 +10,997 +11%
KL
88
KWMG LLC
Kansas
$9.26M 113,585 +113,585 New
TWM
89
Tanager Wealth Management
United Kingdom
$9.23M 113,146 +113,146 New
FFM
90
Flagstone Financial Management
Nebraska
$9.12M 111,786 +6,955 +7%
RCG
91
Regatta Capital Group
California
$8.96M 109,872 -56,767 -34%
SRC
92
Sage Rhino Capital
California
$8.79M 107,807 -2,815 -3%
GA
93
Greenspring Advisors
Maryland
$8.61M 105,591 +1,955 +2%
AWA
94
ARQ Wealth Advisors
Arizona
$8.43M 103,361 +6,061 +6%
CC
95
Callan Capital
California
$8.04M 98,565 -20,846 -17%
TFM
96
Trademark Financial Management
Minnesota
$7.95M 97,536 +97,536 New
GWP
97
Gateway Wealth Partners
Wisconsin
$7.94M 97,339 +11,435 +13%
EWM
98
Echo Wealth Management
Minnesota
$7.69M 94,752 -2,578 -3%
EFG
99
Ehrlich Financial Group
California
$7.67M 94,080 +94,080 New
LWA
100
Lantern Wealth Advisors
New York
$7.62M 93,415 +93,415 New
2 3
4
5 6