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Avantis US Equity ETF

61 hedge funds and large institutions have $653M invested in Avantis US Equity ETF in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

433% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 3

233% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 9

43% more capital invested

Capital invested by funds: $456M → $653M (+$197M)

24% more funds holding

Funds holding: 4961 (+12)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

1.33% more ownership

Funds ownership: 47.89%49.22% (+1.3%)

Holders
61
Holders Change
+12
Holders Change %
+24.49%
% of All Funds
1.06%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
16
Increased
30
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
1
American Century Companies
Missouri
$144M -$18.6M -256,139 -12%
WFA
2
Wipfli Financial Advisors
Wisconsin
$113M +$111M +1,519,807 New
WFA
3
Websterrogers Financial Advisors
South Carolina
$112M +$2.51M +34,461 +2%
WWP
4
Waypoint Wealth Partners
California
$38M +$9.02M +124,000 +32%
RW
5
RVW Wealth
California
$34M +$832K +11,427 +3%
PL
6
Plancorp LLC
Missouri
$31.6M +$1.8M +24,774 +6%
AP
7
Adero Partners
California
$30.6M +$9.21M +126,514 +44%
GPWA
8
Great Point Wealth Advisors
Massachusetts
$18.9M +$17.9M +245,393 +2,479%
HighTower Advisors
9
HighTower Advisors
Illinois
$14.9M +$6.97M +95,758 +91%
CL
10
CPWM LLC
Washington
$11.3M +$1.4M +19,269 +15%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$10.4M -$471K -6,470 -4%
SRC
12
Sage Rhino Capital
California
$8.48M +$181K +2,486 +2%
OCM
13
Oakwood Capital Management
California
$7.64M +$60.8K +835 +0.8%
VWA
14
V Wealth Advisors
Kansas
$6.16M +$5.64M +77,468 +1,389%
PAG
15
Private Advisor Group
New Jersey
$6.12M -$914K -12,559 -13%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$5.2M +$3.89M +53,409 +321%
AC
17
Avestar Capital
New York
$5M +$4.9M +67,305 New
SWP
18
Stratos Wealth Partners
Ohio
$4.85M +$41K +563 +0.9%
VCM
19
Versant Capital Management
Arizona
$3.75M -$121K -1,660 -3%
LPL Financial
20
LPL Financial
California
$3.5M +$3.08M +42,308 +872%
T
21
TRUADVICE
Florida
$3.21M +$603K +8,292 +24%
AC
22
Apella Capital
Connecticut
$3.05M +$2.99M +41,140 New
Mercer Global Advisors
23
Mercer Global Advisors
Colorado
$3.05M +$242K +3,332 +9%
MAM
24
Marquette Asset Management
Minnesota
$3.01M
NWM
25
Northwest Wealth Management
Iowa
$2.55M +$629K +8,648 +34%