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Avantis US Equity ETF
AVUS

Overview Fund Activity

273 hedge funds and large institutions have $3.24B invested in Avantis US Equity ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 137 increasing their positions, 71 reducing their positions, and 17 closing their positions.

Holders
273
Holders Change
+6
Holders Change %
+2.25%
% of All Funds
4.35%
Holding in Top 10
62
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.13%
% of All Funds
0.99%
New
27
Increased
137
Reduced
71
Closed
17
Calls
$51K
Puts
$205K
Net Calls
-$154K
Net Calls Change
+$21.2M

Top Buyers

1
TIA
1
Traphagen Investment Advisors
New Jersey
$80.3M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$55.1M
3
Bank of America
3
Bank of America
North Carolina
$30.8M
4
WWA
4
WCG Wealth Advisors
Nevada
$20.2M
5
American Century Companies
5
American Century Companies
Missouri
$197M

Top Sellers

1
PLFA
1
Pacific Life Fund Advisors
California
$107M
2
Creative Planning
2
Creative Planning
Kansas
$130M
3
VWA
3
V Wealth Advisors
Kansas
$0
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$14.4M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$3.32M
Name Market Value Shares Shares
Change 		Shares
Change %
FIA
101
Foundations Investment Advisors
Arizona
$4.9M 66,940 +13,558 +25%
VCM
102
Versant Capital Management
Arizona
$4.78M 65,246 -7,819 -11%
FFM
103
Forum Financial Management
Illinois
$4.76M 64,957 +3,572 +6%
BAM
104
Bayshore Asset Management
Florida
$4.65M 63,505 +639 +1%
HWM
105
HB Wealth Management
Georgia
$4.61M 62,888 -10,390 -14%
Cambridge Investment Research Advisors
106
Cambridge Investment Research Advisors
Iowa
$4.6M 62,847 -97 -0.2%
SCM
107
SOL Capital Management
Maryland
$4.56M 62,205 +3,048 +5%
MWP
108
Meredith Wealth Planning
Illinois
$4.48M 61,128 +10,117 +20%
FFA
109
Farther Finance Advisors
California
$4.28M 58,393 +6,704 +13%
CGPCS
110
Capital Group Private Client Services
California
$4.1M 55,930 +7,751 +16%
QHA
111
Quarry Hill Advisors
Minnesota
$4.09M 55,868 +4,638 +9%
PWM
112
Perigon Wealth Management
California
$4.07M 55,491 +3,446 +7%
FWI
113
Facet Wealth Inc
Maryland
$3.96M 55,847 -3,418 -6%
MFA
114
Morling Financial Advisors
California
$3.94M 53,794 -781 -1%
PAG
115
Private Advisor Group
New Jersey
$3.87M 52,856 -9,284 -15%
GWA
116
Geometric Wealth Advisors
District of Columbia
$3.87M 52,825 – –
LSA
117
L & S Advisors
California
$3.8M 51,896 +10,317 +25%
UBS Group
118
UBS Group
Switzerland
$3.8M 51,895 +2,895 +6%
EWA
119
EverSource Wealth Advisors
Alabama
$3.78M 51,589 +2,072 +4%
MA
120
Mutual Advisors
Nebraska
$3.72M 50,832 +5,756 +13%
CWM
121
Castle Wealth Management
Florida
$3.69M 50,310 -982 -2%
SFC
122
Strategic Financial Concepts
Texas
$3.65M 49,888 +9,223 +23%
Goldman Sachs
123
Goldman Sachs
New York
$3.65M 49,839 +38,019 +322%
IWM
124
IHT Wealth Management
Illinois
$3.34M 45,558 +37,181 +444%
JPMorgan Chase & Co
125
JPMorgan Chase & Co
New York
$3.32M 45,352 -151,368 -77%
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5
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