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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 %
TWA
201
TCI Wealth Advisors
Arizona
$96.8K +$96.8K +1,423 New
Royal Bank of Canada
202
Royal Bank of Canada
Ontario, Canada
$81K – – –
GRP
203
Global Retirement Partners
California
$18.9K – – –
CTC
204
Central Trust Company
Missouri
$18K +$18K +264 New
JWM
205
Janiczek Wealth Management
Colorado
$14K – – –
ASN
206
Advisory Services Network
Georgia
$7.41K +$7.41K +109 New
BCMIO
207
Beacon Capital Management Inc (Ohio)
Ohio
$3.95K +$3.95K +58 New
SWA
208
SOA Wealth Advisors
New York
$2.18K +$2.18K +32 New
IGWM
209
ICA Group Wealth Management
Colorado
$2.18K +$2.18K +32 New
KFI
210
Key Financial Inc
Pennsylvania
$1.62K – – –
IA
211
IFP Advisors
Florida
$1K +$1K +18 New
MCC
212
Money Concepts Capital
Florida
$680 +$680 +10 New
AA
213
Addison Advisors
Vermont
$480 +$480 +7 New
Fidelity Investments
214
Fidelity Investments
Massachusetts
$272 +$204 +3 +300%
Truist Financial
215
Truist Financial
North Carolina
– -$703K -11,281 Closed
Jane Street
216
Jane Street
New York
– -$348K -5,587 Closed
EW
217
Evoke Wealth
California
– -$130K -2,079 Closed
APW
218
Axim Planning & Wealth
Ohio
– -$24K -381 Closed
SOS
219
Silver Oak Securities
Tennessee
– -$20.5K -280 Closed
M1FG
220
Mach-1 Financial Group
Arkansas
– -$7K -126 Closed
WPA
221
West Paces Advisors
Georgia
– -$6.67K -107 Closed
HI
222
Harbour Investments
Wisconsin
– -$2K -24 Closed
ODG
223
O'Dell Group
Ohio
– -$1K -23 Closed
5 6 7 8
9