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Avantis US Equity ETF
AVUS

Overview Fund Activity

339 hedge funds and large institutions have $4.46B invested in Avantis US Equity ETF in 2023 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 148 increasing their positions, 75 reducing their positions, and 11 closing their positions.

Holders
339
Holders Change
+66
Holders Change %
+24.18%
% of All Funds
4.97%
Holding in Top 10
81
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+30.65%
% of All Funds
1.19%
New
81
Increased
148
Reduced
75
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Annex Advisory Services
Wisconsin
$126M
2
Morgan Stanley
2
Morgan Stanley
New York
$155M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$74.1M
4
JIC
4
JRM Investment Counsel
Nebraska
$34.2M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$114M

Top Sellers

1
IDA
1
Intelligence Driven Advisers
California
$2.54M
2
Creative Planning
2
Creative Planning
Kansas
$119M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$3.24M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$143M
5
RCG
5
Regatta Capital Group
California
$8.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
126
Private Advisor Group
New Jersey
$5.29M +$982K +12,047 +23%
FS
127
Financial Symmetry
North Carolina
$5.23M +$5.23M +63,825 New
MWP
128
Meredith Wealth Planning
Illinois
$5.12M +$138K +1,698 +3%
Cambridge Investment Research Advisors
129
Cambridge Investment Research Advisors
Iowa
$5.11M -$20.1K -247 -0.4%
BAM
130
Bayshore Asset Management
Florida
$5.08M -$98.2K -1,204 -2%
AFS
131
Annapolis Financial Services
Maryland
$5.07M -$601K -7,373 -11%
SCM
132
SOL Capital Management
Maryland
$5M -$73.3K -899 -1%
FFA
133
Farther Finance Advisors
California
$4.85M +$92.6K +1,136 +2%
PWM
134
Perigon Wealth Management
California
$4.76M +$237K +2,907 +5%
CGPCS
135
Capital Group Private Client Services
California
$4.58M +$19.2K +235 +0.4%
MFA
136
Morling Financial Advisors
California
$4.48M +$90.9K +1,115 +2%
HWM
137
HB Wealth Management
Georgia
$4.48M -$651K -7,987 -13%
QHA
138
Quarry Hill Advisors
Minnesota
$4.46M -$91.1K -1,117 -2%
CWA
139
Canvas Wealth Advisors
Kansas
$4.4M +$928K +11,461 +27%
GWA
140
Geometric Wealth Advisors
District of Columbia
$4.31M – – –
IWM
141
IHT Wealth Management
Illinois
$4.29M +$579K +7,104 +16%
EWA
142
EverSource Wealth Advisors
Alabama
$4.14M -$69.8K -856 -2%
LSA
143
L & S Advisors
California
$4.13M -$100K -1,231 -2%
FWI
144
Facet Wealth Inc
Maryland
$3.96M -$679K -8,162 -15%
MWA
145
MN Wealth Advisors
Kansas
$3.96M +$3.96M +48,509 New
CWM
146
Castle Wealth Management
Florida
$3.86M -$241K -2,951 -6%
BOC
147
Bull Oak Capital
California
$3.77M +$3.75M +45,955 +15,117%
CWM
148
Cornerstone Wealth Management
Missouri
$3.64M +$413K +5,059 +13%
FTUS
149
Flow Traders U.S.
New York
$3.47M +$2.27M +27,866 +189%
CPWM
150
Cypress Point Wealth Management
Texas
$3.47M +$140K +1,722 +4%
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