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Avantis US Equity ETF
AVUS

Overview Fund Activity

214 hedge funds and large institutions have $2.34B invested in Avantis US Equity ETF in 2022 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 107 increasing their positions, 30 reducing their positions, and 9 closing their positions.

Holders
214
Holders Change
+47
Holders Change %
+28.14%
% of All Funds
3.45%
Holding in Top 10
52
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+44.44%
% of All Funds
0.84%
New
63
Increased
107
Reduced
30
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$282M
2
PLFA
2
Pacific Life Fund Advisors
California
$142M
3
WRPWM
3
Werba Rubin Papier Wealth Management
California
$36.3M
4
American Century Companies
4
American Century Companies
Missouri
$130M
5
RLIM
5
Red Lighthouse Investment Management
New York
$27M

Top Sellers

1
WFA
1
Websterrogers Financial Advisors
South Carolina
$29.4M
2
FIA
2
Foundations Investment Advisors
Arizona
$1.95M
3
HIGP
3
Hill Investment Group Partners
Missouri
$1.3M
4
PCM
4
Passive Capital Management
Maryland
$14.6M
5
RCG
5
Regatta Capital Group
California
$11M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$282M 4,140,930 +4,140,930 New
PLFA
2
Pacific Life Fund Advisors
California
$142M 2,083,556 +2,083,556 New
American Century Companies
3
American Century Companies
Missouri
$130M 1,916,192 +409,272 +27%
HighTower Advisors
4
HighTower Advisors
Illinois
$96.6M 1,420,508 +207,328 +17%
AF
5
Allworth Financial
California
$78.6M 1,155,971 +101,645 +10%
RW
6
RVW Wealth
California
$72.5M 1,065,343 +348,820 +49%
LPL Financial
7
LPL Financial
California
$59.5M 874,260 +132,618 +18%
AP
8
Adero Partners
California
$55.7M 819,499 +108,354 +15%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$55.5M 816,641 +354,713 +77%
JPMPWA
10
J.P. Morgan Private Wealth Advisors
California
$53M 779,672 +245,668 +46%
WWP
11
Waypoint Wealth Partners
California
$49.9M 733,914 +97,175 +15%
BWS
12
BCR Wealth Strategies
Alabama
$44.7M 656,718 +24,345 +4%
MWM
13
Modera Wealth Management
New Jersey
$37.4M 549,352 +190,808 +53%
WRPWM
14
Werba Rubin Papier Wealth Management
California
$36.3M 533,362 +533,362 New
QFA
15
Quantum Financial Advisors
California
$36M 528,744 +128,014 +32%
GPWA
16
Great Point Wealth Advisors
Massachusetts
$34.9M 512,995 +25,432 +5%
SAF
17
Smith Anglin Financial
Texas
$34.7M 510,123 +8,151 +2%
PL
18
Plancorp LLC
Missouri
$34.6M 509,181 -2,985 -0.6%
AC
19
AWM Capital
Arizona
$31.2M 458,029 +124 +0%
BDWCC
20
B&D White Capital Company
Texas
$30.1M 443,233 +41,891 +10%
WFA
21
Websterrogers Financial Advisors
South Carolina
$29.4M 432,102 -452,812 -51%
SB
22
Strategic Blueprint
Georgia
$27.4M 402,416 +56,824 +16%
RLIM
23
Red Lighthouse Investment Management
New York
$27M 397,172 +397,172 New
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$26.7M 392,321 +94,518 +32%
RWM
25
Rockwood Wealth Management
Pennsylvania
$26.6M 390,469 +29,411 +8%
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