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Avantis US Equity ETF
AVUS

Overview Fund Activity

248 hedge funds and large institutions have $2.64B invested in Avantis US Equity ETF in 2023 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 126 increasing their positions, 55 reducing their positions, and 5 closing their positions.

Holders
248
Holders Change
+34
Holders Change %
+15.89%
% of All Funds
3.97%
Holding in Top 10
58
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+11.54%
% of All Funds
0.93%
New
43
Increased
126
Reduced
55
Closed
5
Calls
$7K
Puts
$19.9M
Net Calls
-$19.9M
Net Calls Change
-$19.9M

Top Buyers

1
FSC
1
Full Sail Capital
Oklahoma
$44M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$132M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$51.6M
4
American Century Companies
4
American Century Companies
Missouri
$159M
5
OIA
5
OneDigital Investment Advisors
Kansas
$33.6M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$161M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$2.07M
3
KAS
3
Kestra Advisory Services
Texas
$525K
4
PLFA
4
Pacific Life Fund Advisors
California
$140M
5
JIC
5
JRM Investment Counsel
Nebraska
$3.14M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$161M 2,276,854 -1,864,076 -45%
American Century Companies
2
American Century Companies
Missouri
$159M 2,239,801 +323,609 +17%
PLFA
3
Pacific Life Fund Advisors
California
$140M 1,980,314 -103,242 -5%
HighTower Advisors
4
HighTower Advisors
Illinois
$132M 1,860,038 +439,530 +31%
AF
5
Allworth Financial
California
$85.7M 1,208,800 +52,829 +5%
RW
6
RVW Wealth
California
$75.8M 1,069,757 +4,414 +0.4%
LPL Financial
7
LPL Financial
California
$73.6M 1,037,844 +163,584 +19%
AP
8
Adero Partners
California
$66.1M 932,476 +112,977 +14%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$62M 874,452 +57,811 +7%
JPMPWA
10
J.P. Morgan Private Wealth Advisors
California
$60.4M 851,607 +71,935 +9%
WWP
11
Waypoint Wealth Partners
California
$56.3M 793,829 +59,915 +8%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$51.6M 727,877 +335,556 +86%
BWS
13
BCR Wealth Strategies
Alabama
$46.2M 651,154 -5,564 -0.8%
FSC
14
Full Sail Capital
Oklahoma
$44M 620,559 +620,559 New
WP
15
WMS Partners
Maryland
$43.2M 608,886 +291,316 +92%
MWM
16
Modera Wealth Management
New Jersey
$43M 606,776 +57,424 +10%
Corient Private Wealth
17
Corient Private Wealth
Florida
$41.2M 581,760 +259,730 +81%
GPWA
18
Great Point Wealth Advisors
Massachusetts
$38.5M 543,780 +30,785 +6%
QFA
19
Quantum Financial Advisors
California
$38.1M 538,114 +9,370 +2%
SAF
20
Smith Anglin Financial
Texas
$36.9M 520,086 +9,963 +2%
WRPWM
21
Werba Rubin Papier Wealth Management
California
$35.3M 498,587 -34,775 -7%
PL
22
Plancorp LLC
Missouri
$35.3M 498,044 -11,137 -2%
OIA
23
OneDigital Investment Advisors
Kansas
$33.6M 473,567 +315,202 +199%
AC
24
AWM Capital
Arizona
$31.9M 450,457 -7,572 -2%
BDWCC
25
B&D White Capital Company
Texas
$31.1M 438,939 -4,294 -1%
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