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Avantis US Equity ETF
AVUS

Overview Fund Activity

161 hedge funds and large institutions have $1.26B invested in Avantis US Equity ETF in 2022 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 87 increasing their positions, 22 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
Holders Change
+15
Holders Change %
+10.27%
% of All Funds
2.72%
Holding in Top 10
34
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+17.24%
% of All Funds
0.57%
New
35
Increased
87
Reduced
22
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AF
Allworth Financial
California
$64.3M
2
HighTower Advisors
HighTower Advisors
Illinois
$42.5M
3
RW
RVW Wealth
California
$50.5M
4
AC
AWM Capital
Arizona
$15.8M
5
DP
Divergent Planning
Maryland
$10.5M

Top Sellers

1
GPWA
Great Point Wealth Advisors
Massachusetts
$21.5M
2
WWP
Waypoint Wealth Partners
California
$33.3M
3
WFA
Wipfli Financial Advisors
Wisconsin
$119M
4
MCA
Magnolia Capital Advisors
Mississippi
$0
5
BDWCC
B&D White Capital Company
Texas
$230K
Name Holding Trade Value Shares
Change 		Shares
Change %
M1FG
151
Mach-1 Financial Group
Arkansas
$8K +$8K +126 New
WPA
152
West Paces Advisors
Georgia
$6.96K +$6.96K +107 New
CFO
153
CVA Family Office
Colorado
$4K – – –
KFI
154
Key Financial Inc
Pennsylvania
$2K – – –
ODG
155
O'Dell Group
Ohio
$2K – – –
HI
156
Harbour Investments
Wisconsin
$2K +$2K +24 New
Simplex Trading
157
Simplex Trading
Illinois
$2K +$2K +34 New
GRP
158
Global Retirement Partners
California
$1K – – –
TIM
159
Tevis Investment Management
Texas
$1K – – –
MCA
160
Magnolia Capital Advisors
Mississippi
– -$7.58M -98,332 Closed
CCM
161
Coldstream Capital Management
Washington
– -$2.31M -30,000 Closed
SWP
162
Stratos Wealth Partners
Ohio
– -$1.9M -24,665 Closed
CCWA
163
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$1.05M -13,627 Closed
AAS
164
Avantax Advisory Services
Texas
– -$968K -12,564 Closed
APG
165
Abacus Planning Group
South Carolina
– -$756K -9,811 Closed
CPP
166
Capasso Planning Partners
South Carolina
– -$586K -7,602 Closed
Stifel Financial
167
Stifel Financial
Missouri
– -$400K -5,194 Closed
FNT
168
First National Trust
Pennsylvania
– -$270K -3,500 Closed
MWM
169
Maripau Wealth Management
Indiana
– -$256K -3,444 Closed
LFA
170
Lauterbach Financial Advisors
Texas
– -$220K -2,849 Closed
PFA
171
Pure Financial Advisors
California
– -$216K -2,808 Closed
AC
172
Applied Capital
Arkansas
– -$208K -2,698 Closed
CWM
173
Calamos Wealth Management
Illinois
– -$206K -2,673 Closed
Qube Research & Technologies (QRT)
174
Qube Research & Technologies (QRT)
United Kingdom
– -$52K -669 Closed
LFA
175
Level Financial Advisors
New York
– -$7K -88 Closed
4 5 6
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