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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 %
UWM
251
USAdvisors Wealth Management
Minnesota
$1.1M -$11.5K -119 -1%
BH
252
Burk Holdings
Oklahoma
$1.1M +$1.1M +11,368 New
Wealthfront Advisers
253
Wealthfront Advisers
California
$1.1M -$72K -743 -6%
SIC
254
SJS Investment Consulting
Ohio
$1.09M +$714K +7,366 +191%
HIP
255
HUB Investment Partners
Texas
$1.08M -$14.2K -146 -1%
RSWM
256
Robertson Stephens Wealth Management
California
$1.05M +$3.59K +37 +0.3%
SC
257
Savant Capital
Illinois
$1.04M – – –
Citadel Advisors
258
Citadel Advisors
Florida
$1.04M +$661K +6,819 +176%
PFG
259
Prospect Financial Group
Virginia
$1.03M +$1.03M +10,652 New
AFA
260
Avant Financial Advisors
Texas
$1.03M +$1.03M +10,637 New
PTC
261
Private Trust Company
Ohio
$1.02M -$64.2K -662 -6%
M&T Bank
262
M&T Bank
New York
$1.02M -$103K -1,061 -9%
LG
263
LAM Group
Oregon
$1.01M +$72.7K +750 +8%
EAM
264
Evanson Asset Management
California
$1M +$7.56K +78 +0.8%
AFO
265
Aurelius Family Office
New Hampshire
$987K +$987K +10,187 New
LPP
266
Life Planning Partners
Florida
$954K +$97 +1 +0%
SFM
267
Signet Financial Management
New Jersey
$949K +$291 +3 +0%
MWM
268
Modern Wealth Management
Kansas
$923K +$923K +9,527 New
LFAS
269
Level Four Advisory Services
Texas
$916K – – –
CC
270
Cornerstone Capital
California
$909K -$78K -805 -8%
VIP
271
Vista Investment Partners
Oklahoma
$903K +$903K +9,313 New
PA
272
Paragon Advisors
Texas
$895K +$342K +3,531 +62%
AC
273
Avestar Capital
New York
$889K -$19.1K -197 -2%
KIM
274
Kestra Investment Management
Texas
$864K +$864K +8,914 New
CIAS
275
Capital Investment Advisory Services
North Carolina
$864K -$31.2K -322 -3%
9 10
11
12 13