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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.

New
Increased
Maintained
Reduced
Closed
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 %
LWM
151
Lakeridge Wealth Management
Ohio
$3.46M +$3.46M +42,475 New
FCG
152
Fielder Capital Group
Tennessee
$3.43M +$3.43M +42,085 New
SWM
153
Seed Wealth Management
Illinois
$3.42M -$16.2K -200 -0.5%
AFA
154
Arlington Financial Advisors
California
$3.4M +$3.4M +41,716 New
Rockefeller Capital Management
155
Rockefeller Capital Management
New York
$3.26M +$563K +6,899 +21%
FPAS
156
Focus Partners Advisor Solutions
Missouri
$3.25M +$1.38M +16,908 +74%
Osaic Holdings
157
Osaic Holdings
Arizona
$3.24M -$8.6M -105,504 -73%
AC
158
Annandale Capital
Texas
$3.2M +$3.2M +39,173 New
Royal Bank of Canada
159
Royal Bank of Canada
Ontario, Canada
$3.09M +$1.37M +16,785 +80%
VH
160
Visionary Horizons
Tennessee
$3.08M +$3.08M +37,762 New
NRWA
161
North Ridge Wealth Advisors
Oregon
$2.97M +$904K +11,089 +44%
TFP
162
Triune Financial Partners
Kansas
$2.92M +$8.24K +101 +0.3%
CIAS
163
Capital Investment Advisory Services
North Carolina
$2.7M -$908K -11,138 -25%
Pathstone Holdings
164
Pathstone Holdings
New Jersey
$2.67M +$2.67M +32,694 New
PP
165
Prosperity Planning
Missouri
$2.61M +$31.2K +382 +1%
SXL
166
Summit X LLC
Missouri
$2.56M +$1.17M +14,291 +84%
IDA
167
Intelligence Driven Advisers
California
$2.54M -$28M -341,298 -92%
RWM
168
Ruedi Wealth Management
Illinois
$2.5M -$87.7K -1,075 -3%
IWS
169
Integrity Wealth Solutions
Colorado
$2.49M +$2.49M +30,575 New
SAG
170
SageView Advisory Group
California
$2.46M -$54.9K -658 -2%
PWS
171
Physician Wealth Solutions
Nevada
$2.46M +$2.46M +30,140 New
KW
172
KWB Wealth
California
$2.44M +$29.1K +357 +1%
GWM
173
Geneos Wealth Management
Colorado
$2.43M -$281K -3,450 -10%
HIGP
174
Hill Investment Group Partners
Missouri
$2.41M +$902K +11,057 +60%
SWM
175
Silverlake Wealth Management
Vermont
$2.37M -$101K -1,238 -4%
5 6
7
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