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Avantis US Equity ETF

339 hedge funds and large institutions have $4.46B invested in Avantis US Equity ETF in 2023 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 148 increasing their positions, 75 reducing their positions, and 11 closing their positions.

Holders
339
Holders Change
+66
Holders Change %
+24.18%
% of All Funds
4.97%
Holding in Top 10
81
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+30.65%
% of All Funds
1.19%
New
81
Increased
148
Reduced
75
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BC
101
Brio Consultants
California
$7.53M 92,326 -4,142 -4%
WPC
102
Wedmont Private Capital
Pennsylvania
$7.4M 91,210 -941 -1%
MCA
103
Magnolia Capital Advisors
Mississippi
$7.28M 87,320 +87,320 New
MPCL
104
My Personal CFO LLC
Washington
$7.1M 87,065 +8,027 +10%
ZF
105
Zhang Financial
Michigan
$6.98M 85,602 +62,583 +272%
MRWM
106
ML&R Wealth Management
Texas
$6.97M 85,469 +1,935 +2%
MAM
107
McLean Asset Management
Virginia
$6.86M 85,592 +8,931 +12%
OCM
108
Orion Capital Management
California
$6.65M 81,590 -7,006 -8%
NWM
109
Northwest Wealth Management
Iowa
$6.44M 79,010 -1,619 -2%
AAS
110
Avantax Advisory Services
Texas
$6.38M 78,241 +32,901 +73%
GVAG
111
Great Valley Advisor Group
Delaware
$6.34M 77,689 +65,466 +536%
AHC
112
Anderson Hoagland & Co
Missouri
$6M 74,557 +1,938 +3%
SWM
113
SFG Wealth Management
Maryland
$5.98M 73,270 +28,669 +64%
UBS Group
114
UBS Group
Switzerland
$5.96M 73,120 +21,225 +41%
FWM
115
Fonville Wealth Management
Virginia
$5.95M 72,919 +72,919 New
Stifel Financial
116
Stifel Financial
Missouri
$5.93M 72,741 +40,200 +124%
KAS
117
Kestra Advisory Services
Texas
$5.87M 72,026 +4,205 +6%
AWE
118
Avidian Wealth Enterprises
Texas
$5.82M 71,318 -4,677 -6%
TWD
119
True Wealth Design
Ohio
$5.74M 70,395 -436 -0.6%
VAG
120
Vannoy Advisory Group
Texas
$5.72M 70,142 +70,142 New
FIA
121
Foundations Investment Advisors
Arizona
$5.71M 68,936 +1,996 +3%
MA
122
Mutual Advisors
Nebraska
$5.62M 68,931 +18,099 +36%
Carson Wealth (CWM LLC)
123
Carson Wealth (CWM LLC)
Nebraska
$5.54M 67,870 +45,789 +207%
FFM
124
Forum Financial Management
Illinois
$5.4M 66,231 +1,274 +2%
VCM
125
Versant Capital Management
Arizona
$5.39M 66,136 +890 +1%