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Avantis US Equity ETF
AVUS

Overview Fund Activity

248 hedge funds and large institutions have $2.64B invested in Avantis US Equity ETF in 2023 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 126 increasing their positions, 55 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
+34
Holders Change %
+15.89%
% of All Funds
3.97%
Holding in Top 10
58
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+11.54%
% of All Funds
0.93%
New
43
Increased
126
Reduced
55
Closed
5
Calls
$7K
Puts
$19.9M
Net Calls
-$19.9M
Net Calls Change
-$19.9M

Top Buyers

1
FSC
1
Full Sail Capital
Oklahoma
$44M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$132M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$51.6M
4
American Century Companies
4
American Century Companies
Missouri
$159M
5
OIA
5
OneDigital Investment Advisors
Kansas
$33.6M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$161M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$2.07M
3
KAS
3
Kestra Advisory Services
Texas
$525K
4
PLFA
4
Pacific Life Fund Advisors
California
$140M
5
JIC
5
JRM Investment Counsel
Nebraska
$3.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFC
126
Strategic Financial Concepts
Texas
$2.38M +$2.38M +33,569 New
GWM
127
Geneos Wealth Management
Colorado
$2.32M +$2.32M +32,669 New
BA
128
Bridge Advisory
California
$2.26M +$51K +720 +2%
SAG
129
SageView Advisory Group
California
$2.25M -$21.1K -297 -0.9%
Goldman Sachs
130
Goldman Sachs
New York
$2.21M -$11K -155 -0.5%
MFG
131
Magnus Financial Group
New York
$2.15M +$35K +494 +2%
SWM
132
Silverlake Wealth Management
Vermont
$2.15M +$15.7K +221 +0.7%
EWP
133
Elevation Wealth Partners
California
$2.14M +$2.14M +30,230 New
QA
134
Quantitative Advantage
Minnesota
$2.1M -$62.6K -883 -3%
Mercer Global Advisors
135
Mercer Global Advisors
Colorado
$2.07M -$20.7M -292,393 -91%
PP
136
Prosperity Planning
Missouri
$2.05M +$83.2K +1,174 +4%
KW
137
KWB Wealth
California
$2.05M – – –
Wealth Enhancement Advisory Services
138
Wealth Enhancement Advisory Services
Minnesota
$2.03M +$360K +5,073 +22%
CWM
139
Cornerstone Wealth Management
Missouri
$1.9M +$1.9M +26,852 New
RWM
140
Ruedi Wealth Management
Illinois
$1.89M +$18.6K +262 +1%
NRWA
141
North Ridge Wealth Advisors
Oregon
$1.78M +$1.78M +25,057 New
WP
142
WealthSource Partners
California
$1.65M -$567 -8 -0%
WAS
143
WESPAC Advisors SoCal
California
$1.64M +$9.36K +132 +0.6%
Betterment LLC
144
Betterment LLC
New York
$1.61M +$731K +10,318 +84%
Mariner
145
Mariner
Kansas
$1.59M +$1.59M +22,485 New
MFC
146
Morris Financial Concepts
South Carolina
$1.59M +$187K +2,638 +13%
HA
147
Herold Advisors
New York
$1.56M +$40.3K +569 +3%
PP
148
PrairieView Partners
Minnesota
$1.51M – – –
CPA
149
Capital Performance Advisors
California
$1.31M +$26.2K +370 +2%
HIGP
150
Hill Investment Group Partners
Missouri
$1.31M -$48.8K -688 -4%
4 5
6
7 8