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Avantis US Equity ETF
AVUS

Overview Fund Activity

248 hedge funds and large institutions have $2.64B invested in Avantis US Equity ETF in 2023 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 126 increasing their positions, 55 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
+34
Holders Change %
+15.89%
% of All Funds
3.97%
Holding in Top 10
58
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+11.54%
% of All Funds
0.93%
New
43
Increased
126
Reduced
55
Closed
5
Calls
$7K
Puts
$19.9M
Net Calls
-$19.9M
Net Calls Change
-$19.9M

Top Buyers

1
FSC
1
Full Sail Capital
Oklahoma
$44M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$132M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$51.6M
4
American Century Companies
4
American Century Companies
Missouri
$159M
5
OIA
5
OneDigital Investment Advisors
Kansas
$33.6M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$161M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$2.07M
3
KAS
3
Kestra Advisory Services
Texas
$525K
4
PLFA
4
Pacific Life Fund Advisors
California
$140M
5
JIC
5
JRM Investment Counsel
Nebraska
$3.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPAS
151
Focus Partners Advisor Solutions
Missouri
$1.19M +$444K +6,266 +60%
AW
152
Atlas Wealth
Ohio
$1.1M -$13.9K -196 -1%
AWM
153
Axxcess Wealth Management
California
$1.08M +$1.08M +15,284 New
WW
154
Waterfront Wealth
Kansas
$1.07M – – –
Stifel Financial
155
Stifel Financial
Missouri
$1.06M +$224K +3,164 +27%
UCFA
156
United Capital Financial Advisors
Texas
$1.02M – – –
CW
157
CreativeOne Wealth
Kansas
$990K -$80.7K -1,139 -8%
TLA
158
Tanglewood Legacy Advisors
Texas
$988K +$988K +13,932 New
SS
159
Sunbelt Securities
Texas
$969K +$54K +773 +6%
AT
160
American Trust
Kentucky
$937K +$1.21K +17 +0.1%
IFS
161
Intelligent Financial Strategies
Minnesota
$936K -$75.6K -1,066 -7%
WMP
162
Wealth Management Partners
Arizona
$929K +$7.87K +111 +0.9%
TRCT
163
Tower Research Capital (TRC)
New York
$915K -$695K -9,816 -43%
M&T Bank
164
M&T Bank
New York
$893K – – –
SDWIA
165
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$885K +$57K +804 +7%
BCI
166
Brinker Capital Investments
Pennsylvania
$845K +$37.1K +523 +5%
OPS
167
Orion Portfolio Solutions
Nebraska
$845K +$845K +11,918 New
UWM
168
USAdvisors Wealth Management
Minnesota
$838K -$7.59K -107 -0.9%
SC
169
Savant Capital
Illinois
$822K +$822K +11,591 New
CHA
170
Cooper/Haims Advisors
New York
$821K +$3.12K +44 +0.4%
HFS
171
Heritage Financial Services
Massachusetts
$819K -$138K -1,940 -14%
GVAG
172
Great Valley Advisor Group
Delaware
$818K +$226K +3,189 +38%
SF
173
Safeguard Financial
Wisconsin
$781K +$781K +11,023 New
TC
174
Trilogy Capital
California
$757K -$295K -4,161 -28%
HIP
175
HUB Investment Partners
Texas
$718K -$18.1K -255 -2%
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7
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