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Avantis US Equity ETF
AVUS

Overview Fund Activity

273 hedge funds and large institutions have $3.24B invested in Avantis US Equity ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 137 increasing their positions, 71 reducing their positions, and 17 closing their positions.

Holders
273
Holders Change
+6
Holders Change %
+2.25%
% of All Funds
4.35%
Holding in Top 10
62
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.13%
% of All Funds
0.99%
New
27
Increased
137
Reduced
71
Closed
17
Calls
$51K
Puts
$205K
Net Calls
-$154K
Net Calls Change
+$21.2M

Top Buyers

1
TIA
1
Traphagen Investment Advisors
New Jersey
$80.3M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$55.1M
3
Bank of America
3
Bank of America
North Carolina
$30.8M
4
WWA
4
WCG Wealth Advisors
Nevada
$20.2M
5
American Century Companies
5
American Century Companies
Missouri
$197M

Top Sellers

1
PLFA
1
Pacific Life Fund Advisors
California
$107M
2
Creative Planning
2
Creative Planning
Kansas
$130M
3
VWA
3
V Wealth Advisors
Kansas
$0
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$14.4M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$3.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
126
Avantax Advisory Services
Texas
$3.32M +$1.44M +19,654 +77%
SWM
127
SFG Wealth Management
Maryland
$3.27M +$3.27M +44,601 New
CIAS
128
Capital Investment Advisory Services
North Carolina
$3.24M -$122K -1,668 -4%
T
129
TRUADVICE
Florida
$3.2M -$526K -7,111 -14%
JIC
130
JRM Investment Counsel
Nebraska
$3.11M +$129K +1,761 +4%
SWM
131
Seed Wealth Management
Illinois
$3.1M +$87.9K +1,200 +3%
CWA
132
Canvas Wealth Advisors
Kansas
$3.08M +$132K +1,837 +4%
HA
133
Herold Advisors
New York
$3.04M +$99.4K +1,357 +3%
CPWM
134
Cypress Point Wealth Management
Texas
$2.99M +$243K +3,321 +9%
CWM
135
Cornerstone Wealth Management
Missouri
$2.9M +$269K +3,669 +10%
TFP
136
Triune Financial Partners
Kansas
$2.62M +$9.52K +130 +0.4%
BA
137
Bridge Advisory
California
$2.49M +$34.7K +474 +1%
GWM
138
Geneos Wealth Management
Colorado
$2.44M +$32.2K +440 +1%
AC
139
Apella Capital
Connecticut
$2.44M +$79.4K +1,084 +3%
Rockefeller Capital Management
140
Rockefeller Capital Management
New York
$2.42M +$924K +12,607 +62%
PFO
141
Pathstone Family Office
New Jersey
$2.39M -$4.25K -58 -0.2%
Stifel Financial
142
Stifel Financial
Missouri
$2.38M +$326K +4,445 +16%
RWM
143
Ruedi Wealth Management
Illinois
$2.32M -$107K -1,458 -4%
PP
144
Prosperity Planning
Missouri
$2.31M +$43.7K +597 +2%
EWP
145
Elevation Wealth Partners
California
$2.28M +$27.3K +373 +1%
SWM
146
Silverlake Wealth Management
Vermont
$2.22M -$1.54K -21 -0.1%
KW
147
KWB Wealth
California
$2.22M – – –
SAG
148
SageView Advisory Group
California
$2.21M +$8.5K +116 +0.4%
MFG
149
Magnus Financial Group
New York
$2.05M -$1.17K -16 -0.1%
CAPTRUST Financial Advisors
150
CAPTRUST Financial Advisors
North Carolina
$2.04M -$85.7K -1,170 -4%
4 5
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