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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 %
Susquehanna International Group
101
Susquehanna International Group
Pennsylvania
$2.76M +$2.76M +40,645 New
UB
102
UMB Bank
Missouri
$2.64M +$390K +5,733 +17%
SWM
103
Seed Wealth Management
Illinois
$2.64M +$2.64M +38,810 New
TFP
104
Triune Financial Partners
Kansas
$2.56M +$2.56M +37,696 New
Osaic Holdings
105
Osaic Holdings
Arizona
$2.52M -$37.3K -548 -1%
PWM
106
Perigon Wealth Management
California
$2.49M -$392K -5,757 -14%
BCM
107
Brainard Capital Management
Texas
$2.43M +$2.43M +35,796 New
FFA
108
Farther Finance Advisors
California
$2.39M +$2.39M +35,171 New
AC
109
Apella Capital
Connecticut
$2.36M -$428K -6,295 -15%
MA
110
Mutual Advisors
Nebraska
$2.2M +$484K +7,119 +28%
SAG
111
SageView Advisory Group
California
$2.18M +$2.18M +32,080 New
CGPCS
112
Capital Group Private Client Services
California
$2.13M +$558K +8,201 +35%
Goldman Sachs
113
Goldman Sachs
New York
$2.13M +$2.13M +31,325 New
BA
114
Bridge Advisory
California
$2.12M +$463K +6,814 +28%
QA
115
Quantitative Advantage
Minnesota
$2.08M -$98.5K -1,449 -5%
CPWM
116
Cypress Point Wealth Management
Texas
$2.07M +$2.07M +30,462 New
KW
117
KWB Wealth
California
$2.05M +$2.05M +30,098 New
SWM
118
Silverlake Wealth Management
Vermont
$2.05M -$33.5K -493 -2%
MFG
119
Magnus Financial Group
New York
$2.03M -$310K -4,555 -13%
FIA
120
Foundations Investment Advisors
Arizona
$1.95M -$4.36M -64,041 -69%
RWM
121
Ruedi Wealth Management
Illinois
$1.8M +$1.8M +26,410 New
Wealth Enhancement Advisory Services
122
Wealth Enhancement Advisory Services
Minnesota
$1.68M +$550K +7,689 +49%
CCWA
123
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.67M +$1.67M +24,618 New
PAG
124
Private Advisor Group
New Jersey
$1.66M +$140K +5,744 +9%
WP
125
WealthSource Partners
California
$1.58M -$708K -10,406 -31%
3 4
5
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