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Avantis US Equity ETF

78 hedge funds and large institutions have $736M invested in Avantis US Equity ETF in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 37 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 3

270% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 10

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

28% more funds holding

Funds holding: 6178 (+17)

13% more capital invested

Capital invested by funds: $653M → $736M (+$82.9M)

0.33% more ownership

Funds ownership: 49.22%49.54% (+0.33%)

Holders
78
Holders Change
+17
Holders Change %
+27.87%
% of All Funds
1.37%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
21
Increased
37
Reduced
10
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
$143M -$685K -9,104 -0.5%
WFA
2
Wipfli Financial Advisors
Wisconsin
$121M +$9.17M +121,882 +8%
WFA
3
Websterrogers Financial Advisors
South Carolina
$117M +$2.55M +33,879 +2%
WWP
4
Waypoint Wealth Partners
California
$48.4M +$10.9M +144,330 +28%
AP
5
Adero Partners
California
$40.2M +$10M +133,169 +32%
RW
6
RVW Wealth
California
$35M +$1.76M +23,404 +5%
PL
7
Plancorp LLC
Missouri
$31.4M +$34.8K +462 +0.1%
GPWA
8
Great Point Wealth Advisors
Massachusetts
$21.9M +$3.16M +42,043 +16%
HighTower Advisors
9
HighTower Advisors
Illinois
$21.6M +$6.99M +92,945 +46%
CL
10
CPWM LLC
Washington
$13.1M +$1.95M +25,968 +17%
AFAS
11
Acorn Financial Advisory Services
Virginia
$11.2M +$11.5M +152,592 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$11.1M +$832K +11,057 +8%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$8.23M +$3.13M +41,556 +59%
SRC
14
Sage Rhino Capital
California
$7.96M -$474K -6,299 -6%
VWA
15
V Wealth Advisors
Kansas
$6.97M +$864K +11,477 +14%
LPL Financial
16
LPL Financial
California
$6.86M +$3.45M +45,864 +97%
AC
17
Avestar Capital
New York
$6.71M +$1.78M +23,708 +35%
PAG
18
Private Advisor Group
New Jersey
$6.67M +$610K +8,100 +10%
MCA
19
Magnolia Capital Advisors
Mississippi
$6.4M +$6.53M +86,823 New
AF
20
Advisornet Financial
Minnesota
$5.78M +$4.46M +59,232 +310%
SWP
21
Stratos Wealth Partners
Ohio
$4.53M -$291K -3,864 -6%
BDWCC
22
B&D White Capital Company
Texas
$3.97M +$1.59M +21,118 +64%
VCM
23
Versant Capital Management
Arizona
$3.53M -$195K -2,586 -5%
AC
24
Apella Capital
Connecticut
$3.3M +$271K +3,600 +9%
MAM
25
Marquette Asset Management
Minnesota
$2.98M