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Avantis US Equity ETF
AVUS

Overview Fund Activity

214 hedge funds and large institutions have $2.34B invested in Avantis US Equity ETF in 2022 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 107 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
+47
Holders Change %
+28.14%
% of All Funds
3.45%
Holding in Top 10
52
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+44.44%
% of All Funds
0.84%
New
63
Increased
107
Reduced
30
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$282M
2
American Century Companies
2
American Century Companies
Missouri
$130M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$55.5M
4
RW
4
RVW Wealth
California
$72.5M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$53M

Top Sellers

1
WFA
1
Websterrogers Financial Advisors
South Carolina
$29.4M
2
FIA
2
Foundations Investment Advisors
Arizona
$1.95M
3
HIGP
3
Hill Investment Group Partners
Missouri
$1.3M
4
PCM
4
Passive Capital Management
Maryland
$14.6M
5
RCG
5
Regatta Capital Group
California
$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
UWM
151
USAdvisors Wealth Management
Minnesota
$811K -$72.6K -1,068 -8%
Stifel Financial
152
Stifel Financial
Missouri
$803K +$803K +11,801 New
SDWIA
153
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$794K +$199K +2,923 +33%
CHA
154
Cooper/Haims Advisors
New York
$785K +$100K +1,472 +15%
BCI
155
Brinker Capital Investments
Pennsylvania
$775K +$15.5K +228 +2%
FPAS
156
Focus Partners Advisor Solutions
Missouri
$713K -$111K -1,628 -13%
HIP
157
HUB Investment Partners
Texas
$706K +$23.3K +342 +3%
GT
158
Glenview Trust
Kentucky
$684K +$684K +10,061 New
CRC
159
Curi RMB Capital
Illinois
$621K +$621K +9,138 New
FFM
160
Forum Financial Management
Illinois
$601K +$66.2K +973 +12%
Renaissance Technologies
161
Renaissance Technologies
New York
$598K +$258K +3,800 +76%
AWM
162
Aprio Wealth Management
Georgia
$598K – – –
GVAG
163
Great Valley Advisor Group
Delaware
$569K +$569K +8,359 New
DAS
164
Dynamic Advisor Solutions
Arizona
$565K +$565K +8,310 New
LG
165
LAM Group
Oregon
$546K +$546K +8,035 New
IWM
166
IHT Wealth Management
Illinois
$544K -$37K -544 -6%
SFM
167
Signet Financial Management
New Jersey
$523K +$523K +7,694 New
NL
168
NWAM LLC
Washington
$521K -$9.86K -145 -2%
CHAM
169
Clear Harbor Asset Management
Connecticut
$521K +$211K +3,101 +68%
WCWM
170
Willow Creek Wealth Management
California
$519K +$519K +7,634 New
AWM
171
Align Wealth Management
Oklahoma
$491K +$491K +7,869 New
Wealthfront Advisers
172
Wealthfront Advisers
California
$489K +$240K +3,525 +96%
OPWM
173
Oakwell Private Wealth Management
Texas
$479K +$113K +1,665 +31%
DPI
174
Diversified Portfolios Inc
Michigan
$470K -$24K -353 -5%
TI
175
Truepoint Inc
Ohio
$465K +$25.7K +378 +6%
5 6
7
8 9