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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 %
RJT
201
Raymond James Trust
Florida
$377K – – –
VAS
202
Vestmark Advisory Solutions
Massachusetts
$371K +$371K +5,229 New
AAS
203
Ameritas Advisory Services
Nebraska
$361K -$491K -6,928 -58%
AAS
204
Avantax Advisory Services
Texas
$359K +$123K +1,741 +52%
AWS
205
Atria Wealth Solutions
New York
$359K +$129K +1,816 +56%
AFA
206
Alpha Financial Advisors
North Carolina
$359K – – –
AAM
207
Austin Asset Management
Texas
$355K +$2.27K +32 +0.6%
MWM
208
Merriman Wealth Management
Washington
$349K -$425 -6 -0.1%
SIC
209
SJS Investment Consulting
Ohio
$348K -$112K -1,584 -24%
JTWM
210
Jackson Thornton Wealth Management
Alabama
$344K – – –
Marshall Wace
211
Marshall Wace
United Kingdom
$333K +$333K +4,700 New
PFA
212
Pure Financial Advisors
California
$327K +$327K +4,617 New
FAG
213
Fortitude Advisory Group
Washington
$321K – – –
THL
214
Tillman Hartley LLC
Colorado
$315K +$315K +4,441 New
PTC
215
Private Trust Company
Ohio
$306K – – –
GLA
216
Good Life Advisors
Pennsylvania
$298K +$298K +4,202 New
CB
217
Commerce Bank
Missouri
$294K – – –
FPGK
218
Financial Partners Group (Kansas)
Kansas
$278K +$921 +13 +0.3%
PWA
219
PCG Wealth Advisors
Kansas
$273K +$273K +3,858 New
CFA
220
Cahill Financial Advisors
Minnesota
$260K +$260K +3,673 New
LFA
221
Lauterbach Financial Advisors
Texas
$252K +$12.9K +182 +5%
CA
222
Cetera Advisors
Colorado
$215K +$215K +3,027 New
MFT
223
Moisand Fitzgerald Tamayo
Florida
$202K -$1.91K -27 -0.9%
HGERS
224
Householder Group Estate & Retirement Specialist
Arizona
$153K +$153K +2,157 New
BWM
225
BerganKDV Wealth Management
Minnesota
$138K -$79K -1,115 -36%
7 8
9
10 11