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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 %
TI
176
Truepoint Inc
Ohio
$648K +$163K +2,306 +34%
CRC
177
Curi RMB Capital
Illinois
$641K -$6.31K -89 -1%
BAM
178
Belpointe Asset Management
Nevada
$630K -$6.15M -86,712 -91%
CAN
179
Cetera Advisor Networks
California
$625K +$149K +2,098 +31%
DAS
180
Dynamic Advisor Solutions
Arizona
$625K +$36.4K +513 +6%
AWM
181
Aprio Wealth Management
Georgia
$623K – – –
MHB
182
Midwest Heritage Bank
Iowa
$585K -$292K -4,118 -33%
IWM
183
IHT Wealth Management
Illinois
$572K +$5.39K +76 +1%
LG
184
LAM Group
Oregon
$570K – – –
CHAM
185
Clear Harbor Asset Management
Connecticut
$566K +$22.9K +323 +4%
NL
186
NWAM LLC
Washington
$553K +$10.2K +144 +2%
WCWM
187
Willow Creek Wealth Management
California
$541K – – –
SFM
188
Signet Financial Management
New Jersey
$538K -$7.58K -107 -1%
Renaissance Technologies
189
Renaissance Technologies
New York
$525K -$99.3K -1,400 -16%
KAS
190
Kestra Advisory Services
Texas
$525K -$8.08M -113,973 -94%
EAM
191
Evanson Asset Management
California
$524K +$74.9K +1,056 +17%
OPWM
192
Oakwell Private Wealth Management
Texas
$524K +$24.9K +351 +5%
PWIA
193
Porter White Investment Advisors
Alabama
$517K +$517K +7,292 New
DPI
194
Diversified Portfolios Inc
Michigan
$490K – – –
Wealthfront Advisers
195
Wealthfront Advisers
California
$475K -$34.7K -490 -7%
AWA
196
ARQ Wealth Advisors
Arizona
$445K +$445K +6,277 New
TFA
197
Triad Financial Advisors
North Carolina
$441K -$29.6K -417 -6%
BJL
198
Brighton Jones LLC
Washington
$434K +$1.7K +24 +0.4%
WAP
199
Wealthcare Advisory Partners
Pennsylvania
$406K +$9.14K +129 +2%
SXL
200
Summit X LLC
Missouri
$391K +$391K +5,518 New
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