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Avantis US Equity ETF
AVUS

Overview Fund Activity

273 hedge funds and large institutions have $3.24B invested in Avantis US Equity ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 137 increasing their positions, 71 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
+6
Holders Change %
+2.25%
% of All Funds
4.35%
Holding in Top 10
62
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.13%
% of All Funds
0.99%
New
27
Increased
137
Reduced
71
Closed
17
Calls
$51K
Puts
$205K
Net Calls
-$154K
Net Calls Change
+$21.2M

Top Buyers

1
TIA
1
Traphagen Investment Advisors
New Jersey
$80.3M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$55.1M
3
Bank of America
3
Bank of America
North Carolina
$30.8M
4
WWA
4
WCG Wealth Advisors
Nevada
$20.2M
5
American Century Companies
5
American Century Companies
Missouri
$197M

Top Sellers

1
PLFA
1
Pacific Life Fund Advisors
California
$107M
2
Creative Planning
2
Creative Planning
Kansas
$130M
3
VWA
3
V Wealth Advisors
Kansas
$0
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$14.4M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$3.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFS
201
Intelligent Financial Strategies
Minnesota
$615K -$4.1K -56 -0.7%
MHB
202
Midwest Heritage Bank
Iowa
$605K – – –
EAM
203
Evanson Asset Management
California
$594K +$30.8K +420 +5%
LG
204
LAM Group
Oregon
$588K – – –
AAM
205
Austin Asset Management
Texas
$585K +$586 +8 +0.1%
CHAM
206
Clear Harbor Asset Management
Connecticut
$585K -$3.66K -50 -0.6%
SFM
207
Signet Financial Management
New Jersey
$569K -$10.6K -145 -2%
AAS
208
Ameritas Advisory Services
Nebraska
$560K -$6.97K -95 -1%
WCWM
209
Willow Creek Wealth Management
California
$559K – – –
CA
210
CGN Advisors
Kansas
$538K +$538K +7,344 New
PCP
211
Proficio Capital Partners
Massachusetts
$531K – – –
OPWM
212
Oakwell Private Wealth Management
Texas
$521K – – –
WAS
213
WESPAC Advisors SoCal
California
$506K +$5.5K +75 +1%
DAS
214
Dynamic Advisor Solutions
Arizona
$484K -$219K -2,991 -31%
TFA
215
Triad Financial Advisors
North Carolina
$456K +$366 +5 +0.1%
DPI
216
Diversified Portfolios Inc
Michigan
$456K -$32.2K -440 -7%
BJL
217
Brighton Jones LLC
Washington
$451K +$659 +9 +0.1%
Envestnet Portfolio Solutions
218
Envestnet Portfolio Solutions
Illinois
$446K +$446K +6,082 New
AWS
219
Atria Wealth Solutions
New York
$423K +$26.9K +367 +7%
Janney Montgomery Scott
220
Janney Montgomery Scott
Pennsylvania
$403K +$403K +5,495 New
RJT
221
Raymond James Trust
Florida
$390K – – –
PTC
222
Private Trust Company
Ohio
$385K – – –
FAG
223
Fortitude Advisory Group
Washington
$373K – – –
AFA
224
Alpha Financial Advisors
North Carolina
$371K – – –
RA
225
RFG Advisory
Alabama
$358K +$358K +4,888 New
7 8
9
10 11