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Avantis US Equity ETF
AVUS

Overview Fund Activity

214 hedge funds and large institutions have $2.34B invested in Avantis US Equity ETF in 2022 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 107 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
+47
Holders Change %
+28.14%
% of All Funds
3.45%
Holding in Top 10
52
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+44.44%
% of All Funds
0.84%
New
63
Increased
107
Reduced
30
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$282M
2
American Century Companies
2
American Century Companies
Missouri
$130M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$55.5M
4
RW
4
RVW Wealth
California
$72.5M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$53M

Top Sellers

1
WFA
1
Websterrogers Financial Advisors
South Carolina
$29.4M
2
FIA
2
Foundations Investment Advisors
Arizona
$1.95M
3
HIGP
3
Hill Investment Group Partners
Missouri
$1.3M
4
PCM
4
Passive Capital Management
Maryland
$14.6M
5
RCG
5
Regatta Capital Group
California
$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAS
126
WESPAC Advisors SoCal
California
$1.57M +$27.7K +407 +2%
TRCT
127
Tower Research Capital (TRC)
New York
$1.55M +$1.55M +22,736 New
PP
128
Prosperity Planning
Missouri
$1.53M – – –
HA
129
Herold Advisors
New York
$1.46M -$63.1K -928 -4%
PP
130
PrairieView Partners
Minnesota
$1.44M +$247K +3,635 +21%
MFC
131
Morris Financial Concepts
South Carolina
$1.34M +$182K +2,677 +16%
RW
132
REDW Wealth
New Mexico
$1.33M +$961K +14,130 +261%
HIGP
133
Hill Investment Group Partners
Missouri
$1.3M -$4.13M -60,693 -76%
CPA
134
Capital Performance Advisors
California
$1.23M +$52.2K +768 +4%
CWA
135
Canvas Wealth Advisors
Kansas
$1.23M +$1.23M +17,505 New
WW
136
Waterfront Wealth
Kansas
$1.1M -$10.9K -150 -1%
AW
137
Atlas Wealth
Ohio
$1.06M +$1.06M +15,649 New
CW
138
CreativeOne Wealth
Kansas
$1.03M -$7.42K -109 -0.7%
TC
139
Trilogy Capital
California
$1.01M +$1.01M +14,843 New
MPCL
140
My Personal CFO LLC
Washington
$996K +$996K +12,124 New
UCFA
141
United Capital Financial Advisors
Texas
$977K +$977K +14,362 New
IFS
142
Intelligent Financial Strategies
Minnesota
$971K +$5.65K +83 +0.6%
HFS
143
Heritage Financial Services
Massachusetts
$918K -$176K -2,587 -16%
AT
144
American Trust
Kentucky
$896K +$14.4K +211 +2%
WMP
145
Wealth Management Partners
Arizona
$892K -$137K -2,000 -13%
SS
146
Sunbelt Securities
Texas
$891K +$61.3K +902 +7%
M&T Bank
147
M&T Bank
New York
$857K – – –
MHB
148
Midwest Heritage Bank
Iowa
$841K – – –
Betterment LLC
149
Betterment LLC
New York
$839K +$839K +12,338 New
AAS
150
Ameritas Advisory Services
Nebraska
$817K +$817K +12,011 New
4 5
6
7 8