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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 %
DFC
251
DBK Financial Counsel
Ohio
$701K – – –
OPWM
252
Oakwell Private Wealth Management
Texas
$677K – – –
OPS
253
Orion Portfolio Solutions
Nebraska
$674K +$222K +2,337 +49%
BCI
254
Brinker Capital Investments
Pennsylvania
$674K +$222K +2,337 +49%
IDA
255
Intelligence Driven Advisers
California
$663K -$1.61M -16,889 -71%
DAS
256
Dynamic Advisor Solutions
Arizona
$650K +$50K +526 +8%
Baird Financial Group
257
Baird Financial Group
Wisconsin
$634K +$634K +6,662 New
WAS
258
WESPAC Advisors SoCal
California
$630K -$39K -410 -6%
Brown Advisory
259
Brown Advisory
Maryland
$624K +$3.71K +39 +0.6%
HGERS
260
Householder Group Estate & Retirement Specialist
Arizona
$621K +$33.9K +357 +6%
SIMC
261
Squire Investment Management Company
Utah
$602K +$602K +6,325 New
SWP
262
Stratos Wealth Partners
Ohio
$600K -$731K -7,680 -55%
BA
263
Bridge Advisory
California
$593K +$2.09K +22 +0.4%
PCP
264
Proficio Capital Partners
Massachusetts
$590K +$590K +6,200 New
AFG
265
Atomi Financial Group
New York
$571K – – –
CRC
266
Curi RMB Capital
Illinois
$562K +$1.9K +20 +0.3%
NRI
267
NFP Retirement Inc
California
$558K +$77.4K +813 +16%
DPI
268
Diversified Portfolios Inc
Michigan
$552K – – –
Envestnet Portfolio Solutions
269
Envestnet Portfolio Solutions
Illinois
$543K -$62.5K -657 -10%
PA
270
Paragon Advisors
Texas
$542K -$171K -1,795 -24%
HFS
271
Heritage Financial Services
Massachusetts
$538K – – –
Janney Montgomery Scott
272
Janney Montgomery Scott
Pennsylvania
$520K -$2.66K -28 -0.5%
Truist Financial
273
Truist Financial
North Carolina
$513K -$666 -7 -0.1%
RJT
274
Raymond James Trust
Florida
$506K – – –
Jones Financial Companies
275
Jones Financial Companies
Missouri
$498K +$240K +2,530 +93%
9 10
11
12 13