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Avantis US Equity ETF
AVUS

Overview Fund Activity

167 hedge funds and large institutions have $1.49B invested in Avantis US Equity ETF in 2022 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 96 increasing their positions, 36 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
Holders Change
+6
Holders Change %
+3.73%
% of All Funds
2.89%
Holding in Top 10
36
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.88%
% of All Funds
0.62%
New
21
Increased
96
Reduced
36
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$75.6M
2
SAF
2
Smith Anglin Financial
Texas
$31.3M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$28.8M
4
WFA
4
Wipfli Financial Advisors
Wisconsin
$141M
5
BDWCC
5
B&D White Capital Company
Texas
$25M

Top Sellers

1
HWM
1
HB Wealth Management
Georgia
$2.41M
2
Jane Street
2
Jane Street
New York
$348K
3
GWA
3
Geometric Wealth Advisors
District of Columbia
$1.2M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$2.39M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GWA
101
Geometric Wealth Advisors
District of Columbia
$1.2M -$8.66M -138,977 -88%
PP
102
PrairieView Partners
Minnesota
$1.1M -$98.7K -1,583 -8%
CPA
103
Capital Performance Advisors
California
$1.08M -$231K -3,711 -18%
MFC
104
Morris Financial Concepts
South Carolina
$1.06M -$94.3K -1,512 -8%
WW
105
Waterfront Wealth
Kansas
$1.04M -$92.3K -1,350 -8%
Wealth Enhancement Advisory Services
106
Wealth Enhancement Advisory Services
Minnesota
$1.02M +$676K +10,534 +198%
HFS
107
Heritage Financial Services
Massachusetts
$1M +$459K +7,360 +84%
GA
108
Greenspring Advisors
Maryland
$973K -$357K -5,732 -27%
CW
109
CreativeOne Wealth
Kansas
$949K -$61.6K -988 -6%
WMP
110
Wealth Management Partners
Arizona
$934K – – –
IFS
111
Intelligent Financial Strategies
Minnesota
$885K +$557K +8,935 +170%
UWM
112
USAdvisors Wealth Management
Minnesota
$810K +$23.6K +378 +3%
AT
113
American Trust
Kentucky
$808K +$126K +2,019 +18%
M&T Bank
114
M&T Bank
New York
$785K – – –
MHB
115
Midwest Heritage Bank
Iowa
$771K +$318K +5,109 +70%
SS
116
Sunbelt Securities
Texas
$761K +$2.18K +35 +0.3%
FPAS
117
Focus Partners Advisor Solutions
Missouri
$756K +$158K +2,526 +26%
Truist Financial
118
Truist Financial
North Carolina
$703K +$703K +11,281 New
BCI
119
Brinker Capital Investments
Pennsylvania
$696K -$371K -5,951 -35%
CHA
120
Cooper/Haims Advisors
New York
$628K +$335K +5,370 +114%
HIP
121
HUB Investment Partners
Texas
$626K +$626K +10,040 New
DY
122
Dowling & Yahnke
California
$564K +$564K +9,047 New
RIG
123
Roosevelt Investment Group
New York
$557K +$16.7K +268 +3%
AWM
124
Aprio Wealth Management
Georgia
$548K +$548K +8,790 New
SDWIA
125
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$546K +$233K +3,732 +74%
3 4
5
6 7