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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
Annex Advisory Services
Wisconsin
$126M
2
Morgan Stanley
Morgan Stanley
New York
$155M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$74.1M
4
JIC
JRM Investment Counsel
Nebraska
$34.2M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$114M

Top Sellers

1
IDA
Intelligence Driven Advisers
California
$2.54M
2
Creative Planning
Creative Planning
Kansas
$119M
3
Osaic Holdings
Osaic Holdings
Arizona
$3.24M
4
HighTower Advisors
HighTower Advisors
Illinois
$143M
5
RCG
Regatta Capital Group
California
$8.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
176
Magnus Financial Group
New York
$2.29M +$9.95K +122 +0.4%
EWP
177
Elevation Wealth Partners
California
$2.27M -$8.79K -120 -0.4%
RSWM
178
Robertson Stephens Wealth Management
California
$2.18M +$42.2K +517 +2%
MFC
179
Morris Financial Concepts
South Carolina
$2.04M +$37.7K +462 +2%
Renaissance Technologies
180
Renaissance Technologies
New York
$2.04M +$1.04M +12,700 +103%
SCM
181
Sollinda Capital Management
Florida
$2.02M +$2.02M +24,818 New
CAC
182
Certified Advisory Corp
Florida
$1.97M +$745K +9,136 +61%
LSA
183
Lion Street Advisors
Texas
$1.88M +$977K +11,976 +108%
CAPTRUST Financial Advisors
184
CAPTRUST Financial Advisors
North Carolina
$1.88M -$387K -4,748 -17%
SOS
185
Silver Oak Securities
Tennessee
$1.86M +$1.84M +22,574 +8,062%
GLA
186
Good Life Advisors
Pennsylvania
$1.77M +$229K +2,810 +15%
BPA
187
Beacon Pointe Advisors
California
$1.72M +$1.72M +21,040 New
WP
188
WealthSource Partners
California
$1.71M -$39.5K -484 -2%
CPA
189
Capital Performance Advisors
California
$1.67M +$12K +147 +0.7%
VC
190
Vicus Capital
Pennsylvania
$1.56M +$621K +7,610 +66%
HKIMG
191
Hutchens & Kramer Investment Management Group
Indiana
$1.51M +$519K +6,365 +53%
CAN
192
Cetera Advisor Networks
California
$1.47M +$515K +6,320 +54%
SDWIA
193
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.4M +$22.2K +272 +2%
UB
194
UMB Bank
Missouri
$1.37M – – –
WAP
195
Wealthcare Advisory Partners
Pennsylvania
$1.34M +$29.1K +357 +2%
AWM
196
Angeles Wealth Management
California
$1.26M +$1.26M +15,428 New
CFO
197
Collective Family Office
Pennsylvania
$1.22M +$1.22M +14,966 New
TNBTD
198
Trustmark National Bank Trust Department
Mississippi
$1.22M +$1.22M +14,923 New
MSWM
199
McGlone Suttner Wealth Management
Wisconsin
$1.21M +$1.21M +14,890 New
ATI
200
ARK & TLK Investments
Oklahoma
$1.19M +$1.19M +14,542 New
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