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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.

New
Increased
Maintained
Reduced
Closed
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 %
RSWM
151
Robertson Stephens Wealth Management
California
$1.92M +$1.92M +26,160 New
NRWA
152
North Ridge Wealth Advisors
Oregon
$1.85M – – –
MFC
153
Morris Financial Concepts
South Carolina
$1.8M +$56K +765 +3%
Susquehanna International Group
154
Susquehanna International Group
Pennsylvania
$1.72M -$1.71M -23,306 -50%
ZF
155
Zhang Financial
Michigan
$1.69M +$1.33M +18,185 +376%
FPAS
156
Focus Partners Advisor Solutions
Missouri
$1.68M +$30.4K +415 +2%
Carson Wealth (CWM LLC)
157
Carson Wealth (CWM LLC)
Nebraska
$1.62M +$1.53M +20,882 +1,742%
WP
158
WealthSource Partners
California
$1.58M -$115K -1,563 -7%
Royal Bank of Canada
159
Royal Bank of Canada
Ontario, Canada
$1.54M +$1.06M +14,509 +221%
CPA
160
Capital Performance Advisors
California
$1.49M +$75.1K +1,025 +5%
WIA
161
World Investment Advisors
California
$1.47M +$983K +13,422 +200%
GLA
162
Good Life Advisors
Pennsylvania
$1.39M +$128K +1,752 +10%
HIGP
163
Hill Investment Group Partners
Missouri
$1.35M -$1.1K -15 -0.1%
SXL
164
Summit X LLC
Missouri
$1.25M +$267K +3,638 +27%
SDWIA
165
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.24M +$187K +2,559 +18%
UB
166
UMB Bank
Missouri
$1.23M -$1.14M -15,533 -48%
Betterment LLC
167
Betterment LLC
New York
$1.21M +$192K +2,618 +19%
WAP
168
Wealthcare Advisory Partners
Pennsylvania
$1.17M +$814K +11,108 +225%
AW
169
Atlas Wealth
Ohio
$1.13M -$87K -1,188 -7%
CAC
170
Certified Advisory Corp
Florida
$1.1M +$493K +6,732 +82%
FTUS
171
Flow Traders U.S.
New York
$1.08M -$549K -7,487 -34%
WMP
172
Wealth Management Partners
Arizona
$1.06M +$89.3K +1,219 +9%
TLA
173
Tanglewood Legacy Advisors
Texas
$1.02M – – –
UCFA
174
United Capital Financial Advisors
Texas
$1.02M -$33.8K -462 -3%
WW
175
Waterfront Wealth
Kansas
$1.01M – – –
5 6
7
8 9