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Avantis US Equity ETF
AVUS

Overview Fund Activity

267 hedge funds and large institutions have $3.16B invested in Avantis US Equity ETF in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 141 increasing their positions, 67 reducing their positions, and 8 closing their positions.

Holders
267
Holders Change
+19
Holders Change %
+7.66%
% of All Funds
4.21%
Holding in Top 10
64
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+10.34%
% of All Funds
1.01%
New
31
Increased
141
Reduced
67
Closed
8
Calls
$23K
Puts
$21.3M
Net Calls
-$21.3M
Net Calls Change
-$1.41M

Top Buyers

1
AF
1
Allworth Financial
California
$161M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$88.6M
3
LB
3
Leo Brokerage
Texas
$55.2M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$26.7M
5
WA
5
Waverly Advisors
Alabama
$23.1M

Top Sellers

1
AC
1
Avestar Capital
New York
$763K
2
Creative Planning
2
Creative Planning
Kansas
$155M
3
Bank of America
3
Bank of America
North Carolina
$6.24M
4
FWP
4
FAS Wealth Partners
Kansas
$0
5
M1FG
5
Mach-1 Financial Group
Arkansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CHAM
201
Clear Harbor Asset Management
Connecticut
$604K 8,029 +49 +0.6%
AAM
202
Austin Asset Management
Texas
$600K 7,979 +2,969 +59%
SFM
203
Signet Financial Management
New Jersey
$594K 7,906 +319 +4%
EAM
204
Evanson Asset Management
California
$578K 7,693 +298 +4%
AAS
205
Ameritas Advisory Services
Nebraska
$576K 7,733 +2,650 +52%
WCWM
206
Willow Creek Wealth Management
California
$574K 7,634 – –
PCP
207
Proficio Capital Partners
Massachusetts
$545K 7,250 +7,250 New
OPWM
208
Oakwell Private Wealth Management
Texas
$535K 7,113 -274 -4%
Ameriprise
209
Ameriprise
Minnesota
$535K 7,111 +7,111 New
WAS
210
WESPAC Advisors SoCal
California
$514K 6,836 -16,348 -71%
Jane Street
211
Jane Street
New York
$512K 6,811 -32,100 -82%
Marshall Wace
212
Marshall Wace
United Kingdom
$510K 6,786 +2,086 +44%
WIA
213
World Investment Advisors
California
$504K 6,700 +6,700 New
DPI
214
Diversified Portfolios Inc
Michigan
$501K 6,666 -250 -4%
Royal Bank of Canada
215
Royal Bank of Canada
Ontario, Canada
$493K 6,553 +5,024 +329%
TFA
216
Triad Financial Advisors
North Carolina
$468K 6,222 +5 +0.1%
BJL
217
Brighton Jones LLC
Washington
$462K 6,141 +23 +0.4%
AWS
218
Atria Wealth Solutions
New York
$406K 5,404 +339 +7%
RJT
219
Raymond James Trust
Florida
$400K 5,322 – –
VAS
220
Vestmark Advisory Solutions
Massachusetts
$397K 5,278 +49 +0.9%
PTC
221
Private Trust Company
Ohio
$395K 5,252 +933 +22%
FAG
222
Fortitude Advisory Group
Washington
$382K 5,086 +557 +12%
AFA
223
Alpha Financial Advisors
North Carolina
$381K 5,065 – –
WAP
224
Wealthcare Advisory Partners
Pennsylvania
$371K 4,928 -794 -14%
MWM
225
Merriman Wealth Management
Washington
$365K 4,861 -66 -1%
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9
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