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Avantis US Equity ETF
AVUS

Overview Fund Activity

273 hedge funds and large institutions have $3.24B invested in Avantis US Equity ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 137 increasing their positions, 71 reducing their positions, and 17 closing their positions.

Holders
273
Holders Change
+6
Holders Change %
+2.25%
% of All Funds
4.35%
Holding in Top 10
62
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.13%
% of All Funds
0.99%
New
27
Increased
137
Reduced
71
Closed
17
Calls
$51K
Puts
$205K
Net Calls
-$154K
Net Calls Change
+$21.2M

Top Buyers

1
TIA
1
Traphagen Investment Advisors
New Jersey
$80.3M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$55.1M
3
Bank of America
3
Bank of America
North Carolina
$30.8M
4
WWA
4
WCG Wealth Advisors
Nevada
$20.2M
5
American Century Companies
5
American Century Companies
Missouri
$197M

Top Sellers

1
PLFA
1
Pacific Life Fund Advisors
California
$107M
2
Creative Planning
2
Creative Planning
Kansas
$130M
3
VWA
3
V Wealth Advisors
Kansas
$0
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$14.4M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$3.32M
Name Market Value Shares Shares
Change 		Shares
Change %
American Century Companies
1
American Century Companies
Missouri
$197M 2,683,666 +248,936 +10%
AF
2
Allworth Financial
California
$160M 2,179,491 +34,362 +2%
HighTower Advisors
3
HighTower Advisors
Illinois
$133M 1,816,382 -106,445 -6%
Creative Planning
4
Creative Planning
Kansas
$130M 1,780,045 -280,213 -14%
PLFA
5
Pacific Life Fund Advisors
California
$107M 1,464,515 -491,759 -25%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$87.5M 1,193,723 +15,480 +1%
LPL Financial
7
LPL Financial
California
$86.9M 1,186,785 +101,673 +9%
AP
8
Adero Partners
California
$85.5M 1,167,298 +112,133 +11%
RW
9
RVW Wealth
California
$81.7M 1,114,751 +14,212 +1%
TIA
10
Traphagen Investment Advisors
New Jersey
$80.3M 1,095,600 +1,095,600 New
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$78.5M 1,072,203 +110,209 +11%
JPMPWA
12
J.P. Morgan Private Wealth Advisors
California
$65.2M 890,256 +56,166 +7%
WWP
13
Waypoint Wealth Partners
California
$63.7M 869,165 +42,230 +5%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$55.1M 751,927 +613,601 +444%
WP
15
WMS Partners
Maryland
$52.5M 716,382 +43,384 +6%
FSC
16
Full Sail Capital
Oklahoma
$50.4M 688,126 +9,862 +1%
OIA
17
OneDigital Investment Advisors
Kansas
$49.2M 671,455 +82,491 +14%
Corient Private Wealth
18
Corient Private Wealth
Florida
$49M 668,178 +53,611 +9%
QFA
19
Quantum Financial Advisors
California
$48.5M 661,640 -8,440 -1%
Morgan Stanley
20
Morgan Stanley
New York
$48.4M 660,771 +176,163 +36%
MWM
21
Modera Wealth Management
New Jersey
$47.1M 642,490 +25,189 +4%
BWS
22
BCR Wealth Strategies
Alabama
$46.3M 631,959 -15,546 -2%
GPWA
23
Great Point Wealth Advisors
Massachusetts
$44.8M 611,101 +29,437 +5%
WRPWM
24
Werba Rubin Papier Wealth Management
California
$42M 573,657 -1,510 -0.3%
SAF
25
Smith Anglin Financial
Texas
$37.8M 516,630 +5,011 +1%
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