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Avantis US Equity ETF
AVUS

Overview Fund Activity

353 hedge funds and large institutions have $5.05B invested in Avantis US Equity ETF in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 167 increasing their positions, 101 reducing their positions, and 20 closing their positions.

Holders
353
Holders Change
+14
Holders Change %
+4.13%
% of All Funds
5.12%
Holding in Top 10
79
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.47%
% of All Funds
1.15%
New
36
Increased
167
Reduced
101
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Annex Advisory Services
Wisconsin
$232M
2
MSWM
2
McGlone Suttner Wealth Management
Wisconsin
$37M
3
GPWA
3
Great Point Wealth Advisors
Massachusetts
$94.1M
4
BWP
4
BSW Wealth Partners
Colorado
$19M
5
BOC
5
Bull Oak Capital
California
$19.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$96.8M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$7.88M
3
WIA
3
World Investment Advisors
California
$0
4
SWA
4
Sax Wealth Advisors
New Jersey
$0
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SFM
226
Signet Financial Management
New Jersey
$848K +$83.5K +933 +11%
CPL
227
CAP Partners LLC
Tennessee
$831K +$831K +9,290 New
AC
228
Avestar Capital
New York
$805K -$60.1K -671 -7%
SS
229
Sunbelt Securities
Texas
$804K -$64.8K -724 -7%
AAM
230
Austin Asset Management
Texas
$804K -$22K -246 -3%
PHWM
231
Pine Harbor Wealth Management
Maryland
$786K – – –
ASN
232
Advisory Services Network
Georgia
$786K +$398K +4,442 +102%
AIP
233
Almanack Investment Partners
Pennsylvania
$775K +$89 +1 +0%
AWM
234
Aprio Wealth Management
Georgia
$773K -$55.2K -617 -7%
LFAS
235
Level Four Advisory Services
Texas
$771K – – –
PP
236
PrairieView Partners
Minnesota
$768K -$9.86K -110 -1%
MHB
237
Midwest Heritage Bank
Iowa
$739K +$806 +9 +0.1%
LG
238
LAM Group
Oregon
$718K – – –
WAS
239
WESPAC Advisors SoCal
California
$699K +$23.1K +258 +3%
MGWA
240
Monument Group Wealth Advisors
Massachusetts
$697K -$24.5K -274 -3%
CS
241
Capital Square
Tennessee
$691K +$691K +7,718 New
Envestnet Portfolio Solutions
242
Envestnet Portfolio Solutions
Illinois
$685K +$43.7K +488 +7%
WCWM
243
Willow Creek Wealth Management
California
$683K – – –
AAS
244
Ameritas Advisory Services
Nebraska
$682K +$452K +5,241 +197%
BA
245
Bridge Advisory
California
$658K -$40.7K -455 -6%
DFC
246
DBK Financial Counsel
Ohio
$654K +$654K +7,310 New
PA
247
Paragon Advisors
Texas
$650K +$280K +3,126 +75%
AWE
248
Avidian Wealth Enterprises
Texas
$649K -$5.73M -64,071 -90%
OPWM
249
Oakwell Private Wealth Management
Texas
$637K – – –
BJL
250
Brighton Jones LLC
Washington
$617K -$16.2K -181 -3%
8 9
10
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