AVUS icon

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 %
CAN
176
Cetera Advisor Networks
California
$457K +$457K +6,726 New
TFA
177
Triad Financial Advisors
North Carolina
$451K +$451K +6,634 New
SIC
178
SJS Investment Consulting
Ohio
$442K +$54.3K +798 +14%
EAM
179
Evanson Asset Management
California
$431K +$102K +1,493 +31%
BJL
180
Brighton Jones LLC
Washington
$414K +$18.7K +275 +5%
Bank of New York Mellon
181
Bank of New York Mellon
New York
$413K +$413K +6,071 New
FA
182
Faithward Advisors
Pennsylvania
$396K +$90.1K +1,325 +29%
WAP
183
Wealthcare Advisory Partners
Pennsylvania
$380K +$380K +5,593 New
RJT
184
Raymond James Trust
Florida
$362K – – –
AFA
185
Alpha Financial Advisors
North Carolina
$344K +$344K +5,065 New
MWM
186
Merriman Wealth Management
Washington
$336K +$54.6K +803 +19%
JTWM
187
Jackson Thornton Wealth Management
Alabama
$330K – – –
AAM
188
Austin Asset Management
Texas
$310K – – –
FAG
189
Fortitude Advisory Group
Washington
$308K – – –
PTC
190
Private Trust Company
Ohio
$294K +$284K +4,179 +2,985%
FPGK
191
Financial Partners Group (Kansas)
Kansas
$288K +$51.8K +703 +22%
CB
192
Commerce Bank
Missouri
$282K – – –
LFA
193
Lauterbach Financial Advisors
Texas
$230K +$230K +3,376 New
AAS
194
Avantax Advisory Services
Texas
$226K -$20.4K -300 -8%
AWS
195
Atria Wealth Solutions
New York
$221K +$221K +3,249 New
BWM
196
BerganKDV Wealth Management
Minnesota
$208K -$109K -1,600 -34%
MFT
197
Moisand Fitzgerald Tamayo
Florida
$196K -$68 -1 -0%
TCWA
198
Ten Capital Wealth Advisors
Washington
$161K – – –
BC
199
Burleson & Co
California
$129K +$113K +1,655 +684%
ADL
200
Asset Dedication LLC
California
$106K +$12.2K +181 +13%
5 6 7
8
9