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Avantis US Equity ETF
AVUS

Overview Fund Activity

267 hedge funds and large institutions have $3.16B invested in Avantis US Equity ETF in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 141 increasing their positions, 67 reducing their positions, and 8 closing their positions.

Holders
267
Holders Change
+19
Holders Change %
+7.66%
% of All Funds
4.21%
Holding in Top 10
64
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+10.34%
% of All Funds
1.01%
New
31
Increased
141
Reduced
67
Closed
8
Calls
$23K
Puts
$21.3M
Net Calls
-$21.3M
Net Calls Change
-$1.41M

Top Buyers

1
AF
1
Allworth Financial
California
$161M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$88.6M
3
LB
3
Leo Brokerage
Texas
$55.2M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$26.7M
5
WA
5
Waverly Advisors
Alabama
$23.1M

Top Sellers

1
AC
1
Avestar Capital
New York
$763K
2
Creative Planning
2
Creative Planning
Kansas
$155M
3
Bank of America
3
Bank of America
North Carolina
$6.24M
4
FWP
4
FAS Wealth Partners
Kansas
$0
5
M1FG
5
Mach-1 Financial Group
Arkansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PAG
101
Private Advisor Group
New Jersey
$4.77M 62,140 -22,820 -27%
AHC
102
Anderson Hoagland & Co
Missouri
$4.74M 63,106 +1,942 +3%
Cambridge Investment Research Advisors
103
Cambridge Investment Research Advisors
Iowa
$4.73M 62,944 +273 +0.4%
FFM
104
Forum Financial Management
Illinois
$4.62M 61,385 +426 +0.7%
FWI
105
Facet Wealth Inc
Maryland
$4.58M 59,265 -3,390 -5%
SCM
106
SOL Capital Management
Maryland
$4.45M 59,157 +2,937 +5%
MFA
107
Morling Financial Advisors
California
$4.1M 54,575 +775 +1%
GWA
108
Geometric Wealth Advisors
District of Columbia
$4.03M 52,825 – –
FIA
109
Foundations Investment Advisors
Arizona
$4.01M 53,382 +15,060 +39%
PWM
110
Perigon Wealth Management
California
$3.91M 52,045 +16,130 +45%
FFA
111
Farther Finance Advisors
California
$3.89M 51,689 +9,041 +21%
T
112
TRUADVICE
Florida
$3.86M 50,359 +458 +0.9%
CWM
113
Castle Wealth Management
Florida
$3.86M 51,292 +15,939 +45%
QHA
114
Quarry Hill Advisors
Minnesota
$3.85M 51,230 -8,856 -15%
MWP
115
Meredith Wealth Planning
Illinois
$3.84M 51,011 +16,689 +49%
EWA
116
EverSource Wealth Advisors
Alabama
$3.72M 49,517 -1,690 -3%
UBS Group
117
UBS Group
Switzerland
$3.68M 49,000 -14,174 -22%
CGPCS
118
Capital Group Private Client Services
California
$3.62M 48,179 +8,247 +21%
Susquehanna International Group
119
Susquehanna International Group
Pennsylvania
$3.52M 46,799 -35,954 -43%
CIAS
120
Capital Investment Advisory Services
North Carolina
$3.45M 45,906 -2,166 -5%
MA
121
Mutual Advisors
Nebraska
$3.39M 45,076 +5,973 +15%
OCM
122
Orion Capital Management
California
$3.38M 44,983 +43,778 +3,633%
CWA
123
Canvas Wealth Advisors
Kansas
$3.19M 41,109 +5,922 +17%
LSA
124
L & S Advisors
California
$3.13M 41,579 +3,908 +10%
SWM
125
Seed Wealth Management
Illinois
$3.1M 41,170 – –
3 4
5
6 7