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Avantis US Equity ETF
AVUS

Overview Fund Activity

362 hedge funds and large institutions have $5.15B invested in Avantis US Equity ETF in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 159 increasing their positions, 112 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
+9
Holders Change %
+2.55%
% of All Funds
5.27%
Holding in Top 10
81
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.53%
% of All Funds
1.18%
New
33
Increased
159
Reduced
112
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Corient Private Wealth
Corient Private Wealth
Florida
$72.4M
2
CAM
Cresset Asset Management
Illinois
$50.9M
3
WIA
World Investment Advisors
California
$24.9M
4
American Century Companies
American Century Companies
Missouri
$264M
5
SWA
Sax Wealth Advisors
New Jersey
$14.3M

Top Sellers

1
PLFA
Pacific Life Fund Advisors
California
$44.1M
2
AF
Allworth Financial
California
$116M
3
MSWM
McGlone Suttner Wealth Management
Wisconsin
$1.21M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$50.3M
5
BOC
Bull Oak Capital
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
251
Capital Square
Tennessee
$716K – – –
AAS
252
Ameritas Advisory Services
Nebraska
$711K -$2.35K -26 -0.3%
MGWA
253
Monument Group Wealth Advisors
Massachusetts
$702K – – –
WCWM
254
Willow Creek Wealth Management
California
$689K – – –
PA
255
Paragon Advisors
Texas
$676K +$20.3K +225 +3%
DFC
256
DBK Financial Counsel
Ohio
$664K +$5.14K +57 +0.8%
OPWM
257
Oakwell Private Wealth Management
Texas
$642K – – –
WAS
258
WESPAC Advisors SoCal
California
$634K -$69.9K -775 -10%
BJL
259
Brighton Jones LLC
Washington
$621K -$451 -5 -0.1%
CPL
260
CAP Partners LLC
Tennessee
$598K -$240K -2,659 -29%
Brown Advisory
261
Brown Advisory
Maryland
$588K +$588K +6,515 New
Envestnet Portfolio Solutions
262
Envestnet Portfolio Solutions
Illinois
$574K -$117K -1,298 -17%
DAS
263
Dynamic Advisor Solutions
Arizona
$568K +$91.4K +1,013 +19%
BA
264
Bridge Advisory
California
$560K -$103K -1,138 -15%
HGERS
265
Householder Group Estate & Retirement Specialist
Arizona
$557K +$101K +1,124 +22%
AFG
266
Atomi Financial Group
New York
$541K – – –
CRC
267
Curi RMB Capital
Illinois
$531K -$65.6K -727 -11%
DPI
268
Diversified Portfolios Inc
Michigan
$524K – – –
HCP
269
Hardin Capital Partners
South Carolina
$522K +$522K +5,788 New
HFS
270
Heritage Financial Services
Massachusetts
$509K – – –
Janney Montgomery Scott
271
Janney Montgomery Scott
Pennsylvania
$496K – – –
Truist Financial
272
Truist Financial
North Carolina
$487K +$224K +2,489 +86%
RJT
273
Raymond James Trust
Florida
$480K – – –
OA
274
Oceanside Advisors
South Carolina
$475K -$2.44K -27 -0.5%
CCWM
275
Correct Capital Wealth Management
Missouri
$464K +$205K +2,268 +79%
9 10
11
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