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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 Market Value Shares Shares
Change 		Shares
Change %
CRC
251
Curi RMB Capital
Illinois
$592K 6,612 +172 +3%
SW
252
Simplicity Wealth
New Jersey
$553K 6,184 +6,184 New
AWS
253
Atria Wealth Solutions
New York
$543K 6,071 +638 +12%
AFG
254
Atomi Financial Group
New York
$537K 6,000 +6,000 New
DPI
255
Diversified Portfolios Inc
Michigan
$520K 5,805 – –
TC
256
Trilogy Capital
California
$510K 5,703 -2,477 -30%
HFS
257
Heritage Financial Services
Massachusetts
$506K 5,649 -5,912 -51%
Janney Montgomery Scott
258
Janney Montgomery Scott
Pennsylvania
$492K 5,498 +12 +0.2%
RJT
259
Raymond James Trust
Florida
$476K 5,322 – –
OA
260
Oceanside Advisors
South Carolina
$473K 5,290 +6 +0.1%
DAS
261
Dynamic Advisor Solutions
Arizona
$473K 5,289 +146 +3%
SWP
262
Stratos Wealth Partners
Ohio
$473K 5,285 +659 +14%
PTC
263
Private Trust Company
Ohio
$470K 5,252 – –
AFA
264
Alpha Financial Advisors
North Carolina
$453K 5,065 – –
HGERS
265
Householder Group Estate & Retirement Specialist
Arizona
$452K 5,053 +698 +16%
AFS
266
Annapolis Financial Services
Maryland
$447K 4,992 -57,142 -92%
DWM
267
Dogwood Wealth Management
Kansas
$442K 4,935 -758 -13%
JTWM
268
Jackson Thornton Wealth Management
Alabama
$434K 4,851 – –
RA
269
RFG Advisory
Alabama
$431K 4,821 -48 -1%
OPS
270
Orion Portfolio Solutions
Nebraska
$425K 4,750 -797 -14%
BCI
271
Brinker Capital Investments
Pennsylvania
$425K 4,750 -797 -14%
BDL
272
Bey-Douglas LLC
Georgia
$406K 4,534 – –
THL
273
Tillman Hartley LLC
Colorado
$397K 4,441 – –
FA
274
Financial Advisors
Massachusetts
$374K 4,176 +4,176 New
TP
275
Tranquility Partners
Tennessee
$368K 4,107 +181 +5%
9 10
11
12 13