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Avantis US Equity ETF

339 hedge funds and large institutions have $4.46B invested in Avantis US Equity ETF in 2023 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 148 increasing their positions, 75 reducing their positions, and 11 closing their positions.

Holders
339
Holders Change
+66
Holders Change %
+24.18%
% of All Funds
4.97%
Holding in Top 10
81
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+30.65%
% of All Funds
1.19%
New
81
Increased
148
Reduced
75
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
ORL
1
Oak Root LLC
California
$243M 2,981,856 +2,981,856 New
American Century Companies
2
American Century Companies
Missouri
$225M 2,756,550 +72,884 +3%
AF
3
Allworth Financial
California
$180M 2,206,917 +27,426 +1%
Morgan Stanley
4
Morgan Stanley
New York
$155M 1,899,894 +1,239,123 +188%
HighTower Advisors
5
HighTower Advisors
Illinois
$143M 1,753,948 -62,434 -3%
AAS
6
Annex Advisory Services
Wisconsin
$126M 1,548,660 +1,548,660 New
PLFA
7
Pacific Life Fund Advisors
California
$121M 1,480,286 +15,771 +1%
Creative Planning
8
Creative Planning
Kansas
$119M 1,464,376 -315,669 -18%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$114M 1,392,712 +320,509 +30%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$110M 1,354,623 +160,900 +13%
AP
11
Adero Partners
California
$101M 1,244,601 +77,303 +7%
LPL Financial
12
LPL Financial
California
$101M 1,239,285 +52,500 +4%
RW
13
RVW Wealth
California
$91.9M 1,126,813 +12,062 +1%
TIA
14
Traphagen Investment Advisors
New Jersey
$91M 1,116,232 +20,632 +2%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$74.1M 909,083 +863,731 +1,905%
WWP
16
Waypoint Wealth Partners
California
$73.5M 901,068 +31,903 +4%
GPWA
17
Great Point Wealth Advisors
Massachusetts
$68.4M 838,562 +227,461 +37%
QFA
18
Quantum Financial Advisors
California
$66.3M 813,108 +151,468 +23%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$60.6M 743,269 -8,658 -1%
WP
20
WMS Partners
Maryland
$59.3M 726,614 +10,232 +1%
MWM
21
Modera Wealth Management
New Jersey
$58M 710,877 +68,387 +11%
OIA
22
OneDigital Investment Advisors
Kansas
$57.5M 705,412 +33,957 +5%
Corient Private Wealth
23
Corient Private Wealth
Florida
$56.7M 695,249 +27,071 +4%
FSC
24
Full Sail Capital
Oklahoma
$56.4M 691,744 +3,618 +0.5%
BWS
25
BCR Wealth Strategies
Alabama
$50.9M 624,764 -7,195 -1%