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Avantis US Equity ETF
AVUS

Overview Fund Activity

267 hedge funds and large institutions have $3.16B invested in Avantis US Equity ETF in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 141 increasing their positions, 67 reducing their positions, and 8 closing their positions.

Holders
267
Holders Change
+19
Holders Change %
+7.66%
% of All Funds
4.21%
Holding in Top 10
64
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+10.34%
% of All Funds
1.01%
New
31
Increased
141
Reduced
67
Closed
8
Calls
$23K
Puts
$21.3M
Net Calls
-$21.3M
Net Calls Change
-$1.41M

Top Buyers

1
AF
1
Allworth Financial
California
$161M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$88.6M
3
LB
3
Leo Brokerage
Texas
$55.2M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$26.7M
5
WA
5
Waverly Advisors
Alabama
$23.1M

Top Sellers

1
AC
1
Avestar Capital
New York
$763K
2
Creative Planning
2
Creative Planning
Kansas
$155M
3
Bank of America
3
Bank of America
North Carolina
$6.24M
4
FWP
4
FAS Wealth Partners
Kansas
$0
5
M1FG
5
Mach-1 Financial Group
Arkansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SFC
126
Strategic Financial Concepts
Texas
$3.06M +$534K +7,096 +21%
JIC
127
JRM Investment Counsel
Nebraska
$3.06M -$278K -3,695 -8%
HA
128
Herold Advisors
New York
$3.02M +$1.37M +18,157 +83%
CPWM
129
Cypress Point Wealth Management
Texas
$2.82M +$273K +3,636 +11%
CWM
130
Cornerstone Wealth Management
Missouri
$2.7M +$684K +9,102 +34%
TFP
131
Triune Financial Partners
Kansas
$2.67M +$10.1K +134 +0.4%
BA
132
Bridge Advisory
California
$2.52M +$123K +1,636 +5%
RWM
133
Ruedi Wealth Management
Illinois
$2.49M +$487K +6,476 +24%
GWM
134
Geneos Wealth Management
Colorado
$2.47M +$14.7K +196 +0.6%
PFO
135
Pathstone Family Office
New Jersey
$2.45M +$2.45M +32,615 New
UB
136
UMB Bank
Missouri
$2.43M -$741K -9,855 -23%
AC
137
Apella Capital
Connecticut
$2.42M +$2.42M +32,165 New
PP
138
Prosperity Planning
Missouri
$2.33M +$155K +2,060 +7%
EWP
139
Elevation Wealth Partners
California
$2.32M +$42.6K +567 +2%
SWM
140
Silverlake Wealth Management
Vermont
$2.28M +$2.41K +32 +0.1%
SAG
141
SageView Advisory Group
California
$2.26M -$128K -1,707 -5%
KW
142
KWB Wealth
California
$2.22M -$43K -572 -2%
CAPTRUST Financial Advisors
143
CAPTRUST Financial Advisors
North Carolina
$2.18M +$2.18M +28,988 New
Stifel Financial
144
Stifel Financial
Missouri
$2.11M +$987K +13,131 +88%
MFG
145
Magnus Financial Group
New York
$2.1M -$178K -2,369 -8%
Renaissance Technologies
146
Renaissance Technologies
New York
$2.02M +$1.47M +19,500 +264%
Mariner
147
Mariner
Kansas
$1.95M +$255K +3,388 +15%
AAS
148
Avantax Advisory Services
Texas
$1.93M +$1.55M +20,619 +407%
NRWA
149
North Ridge Wealth Advisors
Oregon
$1.9M +$16K +213 +0.9%
SOS
150
Silver Oak Securities
Tennessee
$1.82M +$1.82M +24,193 New
4 5
6
7 8