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Avantis US Equity ETF
AVUS

Overview Fund Activity

248 hedge funds and large institutions have $2.64B invested in Avantis US Equity ETF in 2023 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 126 increasing their positions, 55 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
+34
Holders Change %
+15.89%
% of All Funds
3.97%
Holding in Top 10
58
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+11.54%
% of All Funds
0.93%
New
43
Increased
126
Reduced
55
Closed
5
Calls
$7K
Puts
$19.9M
Net Calls
-$19.9M
Net Calls Change
-$19.9M

Top Buyers

1
FSC
1
Full Sail Capital
Oklahoma
$44M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$132M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$51.6M
4
American Century Companies
4
American Century Companies
Missouri
$159M
5
OIA
5
OneDigital Investment Advisors
Kansas
$33.6M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$161M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$2.07M
3
KAS
3
Kestra Advisory Services
Texas
$525K
4
PLFA
4
Pacific Life Fund Advisors
California
$140M
5
JIC
5
JRM Investment Counsel
Nebraska
$3.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFA
101
Morling Financial Advisors
California
$3.81M -$48.1K -678 -1%
GWA
102
Geometric Wealth Advisors
District of Columbia
$3.73M +$3.03K +43 +0.1%
DCM
103
Disciplina Capital Management
Tennessee
$3.64M -$120K -1,691 -3%
EWA
104
EverSource Wealth Advisors
Alabama
$3.63M +$22.9K +323 +0.6%
T
105
TRUADVICE
Florida
$3.55M +$732K +10,286 +26%
CIAS
106
Capital Investment Advisory Services
North Carolina
$3.41M +$3.41M +48,072 New
Citadel Advisors
107
Citadel Advisors
Florida
$3.37M +$3.37M +47,594 New
JIC
108
JRM Investment Counsel
Nebraska
$3.14M -$6.19M -87,356 -66%
Bank of New York Mellon
109
Bank of New York Mellon
New York
$3.03M +$2.6M +36,666 +604%
FFA
110
Farther Finance Advisors
California
$3.02M +$530K +7,477 +21%
UB
111
UMB Bank
Missouri
$2.99M +$233K +3,288 +8%
SWM
112
Seed Wealth Management
Illinois
$2.92M +$167K +2,360 +6%
CGPCS
113
Capital Group Private Client Services
California
$2.83M +$606K +8,548 +27%
MA
114
Mutual Advisors
Nebraska
$2.77M +$480K +6,767 +21%
Jane Street
115
Jane Street
New York
$2.76M +$2.76M +38,911 New
FIA
116
Foundations Investment Advisors
Arizona
$2.72M +$681K +9,605 +33%
RW
117
REDW Wealth
New Mexico
$2.67M +$1.29M +18,156 +93%
LSA
118
L & S Advisors
California
$2.67M +$2.67M +37,671 New
BCM
119
Brainard Capital Management
Texas
$2.66M +$125K +1,763 +5%
PWM
120
Perigon Wealth Management
California
$2.55M -$48.4K -683 -2%
TFP
121
Triune Financial Partners
Kansas
$2.51M -$160K -2,264 -6%
CWM
122
Castle Wealth Management
Florida
$2.51M +$2.51M +35,353 New
CWA
123
Canvas Wealth Advisors
Kansas
$2.48M +$1.25M +17,682 +101%
MWP
124
Meredith Wealth Planning
Illinois
$2.43M +$2.43M +34,322 New
CPWM
125
Cypress Point Wealth Management
Texas
$2.4M +$240K +3,393 +11%
3 4
5
6 7