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Avantis US Equity ETF
AVUS

Overview Fund Activity

376 hedge funds and large institutions have $5.57B invested in Avantis US Equity ETF in 2024 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 167 increasing their positions, 119 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
376
Holders Change
+14
Holders Change %
+3.87%
% of All Funds
5.44%
Holding in Top 10
82
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.23%
% of All Funds
1.19%
New
33
Increased
167
Reduced
119
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Annex Advisory Services
Wisconsin
$323M
2
SW
2
Simplicity Wealth
New Jersey
$59.9M
3
MSWM
3
McGlone Suttner Wealth Management
Wisconsin
$32.9M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$31.4M
5
SAF
5
Smith Anglin Financial
Texas
$80.5M

Top Sellers

1
SFC
1
Strategic Financial Concepts
Texas
$16.2M
2
AF
2
Allworth Financial
California
$20.9M
3
PLFA
3
Pacific Life Fund Advisors
California
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$33.2M
5
SWA
5
Sax Wealth Advisors
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
226
Savant Capital
Illinois
$1.02M +$50.1K +527 +5%
EAM
227
Evanson Asset Management
California
$976K -$5.33K -56 -0.5%
CC
228
Cornerstone Capital
California
$969K -$357K -3,754 -27%
FGA
229
Fortis Group Advisors
New Jersey
$961K +$961K +10,099 New
LPP
230
Life Planning Partners
Florida
$936K +$150K +1,579 +19%
SFM
231
Signet Financial Management
New Jersey
$931K +$95 +1 +0%
LG
232
LAM Group
Oregon
$921K +$157K +1,655 +21%
LFAS
233
Level Four Advisory Services
Texas
$894K – – –
AC
234
Avestar Capital
New York
$892K +$44.2K +465 +5%
CIAS
235
Capital Investment Advisory Services
North Carolina
$879K -$168K -1,762 -16%
AAM
236
Austin Asset Management
Texas
$861K +$2K +21 +0.2%
PHWM
237
Pine Harbor Wealth Management
Maryland
$846K +$10.5K +110 +1%
SPIA
238
Steward Partners Investment Advisory
New York
$841K -$2.03M -21,338 -71%
NL
239
NWAM LLC
Washington
$824K +$824K +8,662 New
AWM
240
Aprio Wealth Management
Georgia
$811K – – –
AIP
241
Almanack Investment Partners
Pennsylvania
$809K -$14.6K -153 -2%
PP
242
PrairieView Partners
Minnesota
$808K -$19.7K -207 -2%
TI
243
Truepoint Inc
Ohio
$806K -$93K -977 -10%
MA
244
Mutual Advisors
Nebraska
$796K -$14.1M -147,071 -95%
MHB
245
Midwest Heritage Bank
Iowa
$788K +$1.05K +11 +0.1%
SS
246
Sunbelt Securities
Texas
$773K -$135K -1,422 -15%
CFG
247
Citizens Financial Group
Rhode Island
$762K +$762K +8,009 New
MGWA
248
Monument Group Wealth Advisors
Massachusetts
$741K – – –
WCWM
249
Willow Creek Wealth Management
California
$726K – – –
HCP
250
Hardin Capital Partners
South Carolina
$726K +$176K +1,856 +32%
8 9
10
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