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Avantis US Equity ETF
AVUS

Overview Fund Activity

267 hedge funds and large institutions have $3.16B invested in Avantis US Equity ETF in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 141 increasing their positions, 67 reducing their positions, and 8 closing their positions.

Holders
267
Holders Change
+19
Holders Change %
+7.66%
% of All Funds
4.21%
Holding in Top 10
64
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+10.34%
% of All Funds
1.01%
New
31
Increased
141
Reduced
67
Closed
8
Calls
$23K
Puts
$21.3M
Net Calls
-$21.3M
Net Calls Change
-$1.41M

Top Buyers

1
AF
1
Allworth Financial
California
$161M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$88.6M
3
LB
3
Leo Brokerage
Texas
$55.2M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$26.7M
5
WA
5
Waverly Advisors
Alabama
$23.1M

Top Sellers

1
AC
1
Avestar Capital
New York
$763K
2
Creative Planning
2
Creative Planning
Kansas
$155M
3
Bank of America
3
Bank of America
North Carolina
$6.24M
4
FWP
4
FAS Wealth Partners
Kansas
$0
5
M1FG
5
Mach-1 Financial Group
Arkansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
American Century Companies
1
American Century Companies
Missouri
$183M 2,434,730 +194,929 +9%
AF
2
Allworth Financial
California
$161M 2,145,129 +936,329 +77%
Creative Planning
3
Creative Planning
Kansas
$155M 2,060,258 -216,596 -10%
PLFA
4
Pacific Life Fund Advisors
California
$147M 1,956,274 -24,040 -1%
HighTower Advisors
5
HighTower Advisors
Illinois
$145M 1,922,827 +62,789 +3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$88.6M 1,178,243 +450,366 +62%
RW
7
RVW Wealth
California
$82.7M 1,100,539 +30,782 +3%
LPL Financial
8
LPL Financial
California
$81.6M 1,085,112 +47,268 +5%
AP
9
Adero Partners
California
$79.3M 1,055,165 +122,689 +13%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$72.3M 961,994 +87,542 +10%
JPMPWA
11
J.P. Morgan Private Wealth Advisors
California
$62.7M 834,090 -17,517 -2%
WWP
12
Waypoint Wealth Partners
California
$62.2M 826,935 +33,106 +4%
LB
13
Leo Brokerage
Texas
$55.2M 734,670 +361,073 +97%
FSC
14
Full Sail Capital
Oklahoma
$51M 678,264 +57,705 +9%
WP
15
WMS Partners
Maryland
$50.6M 672,998 +64,112 +11%
QFA
16
Quantum Financial Advisors
California
$50.4M 670,080 +131,966 +25%
BWS
17
BCR Wealth Strategies
Alabama
$48.7M 647,505 -3,649 -0.6%
MWM
18
Modera Wealth Management
New Jersey
$46.4M 617,301 +10,525 +2%
Corient Private Wealth
19
Corient Private Wealth
Florida
$46.2M 614,567 +32,807 +6%
OIA
20
OneDigital Investment Advisors
Kansas
$44.3M 588,964 +115,397 +24%
GPWA
21
Great Point Wealth Advisors
Massachusetts
$43.7M 581,664 +37,884 +7%
WRPWM
22
Werba Rubin Papier Wealth Management
California
$43.2M 575,167 +76,580 +15%
SAF
23
Smith Anglin Financial
Texas
$38.5M 511,619 -8,467 -2%
PL
24
Plancorp LLC
Missouri
$37.7M 501,870 +3,826 +0.8%
Morgan Stanley
25
Morgan Stanley
New York
$36.4M 484,608 +149,019 +44%
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