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Avantis US Equity ETF
AVUS

Overview Fund Activity

427 hedge funds and large institutions have $6.13B invested in Avantis US Equity ETF in 2024 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 174 increasing their positions, 118 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
427
Holders Change
+51
Holders Change %
+13.56%
% of All Funds
5.69%
Holding in Top 10
93
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+13.41%
% of All Funds
1.24%
New
73
Increased
174
Reduced
118
Closed
16
Calls
$97K
Puts
$10K
Net Calls
+$87K
Net Calls Change
+$87K

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$42.7M
2
Bank of America
2
Bank of America
North Carolina
$54.4M
3
BA
3
Bridgewater Advisors
New York
$49.9M
4
TWM
4
Tanager Wealth Management
United Kingdom
$40.3M
5
AAS
5
Annex Advisory Services
Wisconsin
$345M

Top Sellers

1
SW
1
Simplicity Wealth
New Jersey
$0
2
AFP
2
Alpha Financial Partners
Kentucky
$0
3
Creative Planning
3
Creative Planning
Kansas
$120M
4
CAM
4
Cresset Asset Management
Illinois
$59.1M
5
RW
5
REDW Wealth
New Mexico
$17.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
226
Riverchase Wealth Management
Texas
$1.48M +$1.48M +15,257 New
CAM
227
Cozad Asset Management
Illinois
$1.46M +$56.6K +584 +4%
CAPTRUST Financial Advisors
228
CAPTRUST Financial Advisors
North Carolina
$1.42M -$113K -1,168 -7%
XPN
229
XY Planning Network
Montana
$1.42M +$1.42M +14,667 New
VWA
230
Valued Wealth Advisors
Utah
$1.41M +$15.8K +163 +1%
UB
231
UMB Bank
Missouri
$1.41M -$45.4K -468 -3%
WW
232
Waterfront Wealth
Kansas
$1.41M – – –
TNBTD
233
Trustmark National Bank Trust Department
Mississippi
$1.4M – – –
AF
234
Atala Financial
California
$1.38M +$1.38M +14,250 New
RCG
235
Regatta Capital Group
California
$1.37M -$6.01K -62 -0.4%
UCFA
236
United Capital Financial Advisors
Texas
$1.36M -$27K -279 -2%
TLA
237
Tanglewood Legacy Advisors
Texas
$1.35M – – –
AW
238
Atlas Wealth
Ohio
$1.35M -$8.53K -88 -0.6%
CHA
239
Cooper/Haims Advisors
New York
$1.35M +$199K +2,049 +17%
CCWM
240
Correct Capital Wealth Management
Missouri
$1.27M +$132K +1,366 +12%
FGA
241
Fortis Group Advisors
New Jersey
$1.21M +$233K +2,407 +24%
VAMG
242
Voisard Asset Management Group
Michigan
$1.19M +$933K +9,622 +363%
AWA
243
AGH Wealth Advisors
Kansas
$1.16M +$1.16M +11,916 New
EC
244
Eaton-Cambridge
Arizona
$1.15M +$86.6K +893 +8%
PWIA
245
Porter White Investment Advisors
Alabama
$1.15M – – –
GWM
246
Geneos Wealth Management
Colorado
$1.15M -$607K -6,261 -35%
CNC
247
Citizens & Northern Corp
Pennsylvania
$1.15M – – –
CA
248
CGN Advisors
Kansas
$1.14M +$82.3K +849 +8%
PPW
249
Parcion Private Wealth
Washington
$1.12M – – –
AWM
250
Angeles Wealth Management
California
$1.12M -$19.6K -202 -2%
8 9
10
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