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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 %
TA
201
TFB Advisors
Kansas
$1.18M +$1.18M +14,438 New
UCFA
202
United Capital Financial Advisors
Texas
$1.17M +$33.1K +406 +3%
WW
203
Waterfront Wealth
Kansas
$1.16M – – –
WMP
204
Wealth Management Partners
Arizona
$1.14M -$48.5K -595 -4%
TLA
205
Tanglewood Legacy Advisors
Texas
$1.14M – – –
BWP
206
BSW Wealth Partners
Colorado
$1.13M +$1.13M +13,857 New
AW
207
Atlas Wealth
Ohio
$1.13M – – –
Betterment LLC
208
Betterment LLC
New York
$1.06M -$295K -3,618 -22%
CHAM
209
Clear Harbor Asset Management
Connecticut
$1.03M +$378K +4,632 +58%
M&T Bank
210
M&T Bank
New York
$1.03M – – –
VWA
211
Valued Wealth Advisors
Utah
$1.03M +$1.03M +14,002 New
PWIA
212
Porter White Investment Advisors
Alabama
$969K – – –
CNC
213
Citizens & Northern Corp
Pennsylvania
$964K +$964K +11,823 New
CHA
214
Cooper/Haims Advisors
New York
$956K +$4K +49 +0.4%
SC
215
Savant Capital
Illinois
$953K +$6.85K +84 +0.7%
UWM
216
USAdvisors Wealth Management
Minnesota
$951K +$8.73K +107 +0.9%
HFS
217
Heritage Financial Services
Massachusetts
$943K – – –
EC
218
Eaton-Cambridge
Arizona
$922K +$922K +11,310 New
SFC
219
Strategic Financial Concepts
Texas
$905K -$3.16M -38,794 -78%
NA
220
NewEdge Advisors
Louisiana
$858K +$858K +10,501 New
TI
221
Truepoint Inc
Ohio
$852K +$26K +319 +3%
HIP
222
HUB Investment Partners
Texas
$839K +$3.51K +43 +0.4%
PIWA
223
Prevail Innovative Wealth Advisors
Kansas
$835K +$835K +10,243 New
Wealthfront Advisers
224
Wealthfront Advisers
California
$807K -$55K -674 -6%
SS
225
Sunbelt Securities
Texas
$791K +$2.28K +28 +0.3%
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9
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