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Avantis US Equity ETF
AVUS

Overview Fund Activity

146 hedge funds and large institutions have $1.11B invested in Avantis US Equity ETF in 2022 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 73 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+27
Holders Change %
+22.69%
% of All Funds
2.31%
Holding in Top 10
29
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+45%
% of All Funds
0.46%
New
35
Increased
73
Reduced
24
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$23.5M
2
SB
2
Strategic Blueprint
Georgia
$18.4M
3
RCG
3
Regatta Capital Group
California
$13.3M
4
HWM
4
HB Wealth Management
Georgia
$12.7M
5
WFA
5
Wipfli Financial Advisors
Wisconsin
$152M

Top Sellers

1
WFA
1
Websterrogers Financial Advisors
South Carolina
$56M
2
BDWCC
2
B&D White Capital Company
Texas
$4.49M
3
American Century Companies
3
American Century Companies
Missouri
$122M
4
AWP
4
Abacus Wealth Partners
California
$0
5
PAG
5
Private Advisor Group
New Jersey
$1.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
126
Calamos Wealth Management
Illinois
$206K – – –
TCWA
127
Ten Capital Wealth Advisors
Washington
$182K +$182K +2,365 New
AIP
128
Ahrens Investment Partners
Louisiana
$83K -$168K -2,178 -67%
Qube Research & Technologies (QRT)
129
Qube Research & Technologies (QRT)
United Kingdom
$52K +$52K +669 New
PFGIA
130
Patriot Financial Group Insurance Agency
Massachusetts
$46K +$1.31K +17 +3%
RIM
131
Rockbridge Investment Management
New York
$21.9K – – –
BC
132
Burleson & Co
California
$19K +$79 +1 +0.4%
Bank of America
133
Bank of America
North Carolina
$16K +$16K +203 New
AF
134
Allworth Financial
California
$16K +$16K +210 New
JWM
135
Janiczek Wealth Management
Colorado
$15K +$11.6K +152 +338%
LFA
136
Level Financial Advisors
New York
$7K +$80 +1 +1%
CFO
137
CVA Family Office
Colorado
$5K +$5K +60 New
ADL
138
Asset Dedication LLC
California
$4K +$4K +51 New
ODG
139
O'Dell Group
Ohio
$2K – – –
Citigroup
140
Citigroup
New York
$2K +$2K +24 New
KFI
141
Key Financial Inc
Pennsylvania
$2K +$2K +26 New
TIM
142
Tevis Investment Management
Texas
$1K – – –
TFS
143
TrustCore Financial Services
Tennessee
$1K +$1K +9 New
CWP
144
Concord Wealth Partners
Virginia
$1K +$900 +9 +900%
GRP
145
Global Retirement Partners
California
$1K +$1K +20 New
AWP
146
Abacus Wealth Partners
California
– -$2.65M -33,104 Closed
AFG
147
Albion Financial Group
Utah
– -$901K -11,236 Closed
Renaissance Technologies
148
Renaissance Technologies
New York
– -$713K -8,900 Closed
FWI
149
Facet Wealth Inc
Maryland
– -$423K -5,273 Closed
FA
150
FDx Advisors
Illinois
– -$205K -2,561 Closed
3 4 5
6
7