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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
NRI
276
NFP Retirement Inc
California
$367K +$367K +4,098 New
BAM
277
Belpointe Asset Management
Nevada
$354K -$407K -4,551 -54%
SIC
278
SJS Investment Consulting
Ohio
$353K +$2.42K +27 +0.7%
MWM
279
Merriman Wealth Management
Washington
$339K +$89 +1 +0%
SIAG
280
Safeguard Investment Advisory Group
California
$337K +$337K +3,763 New
FPGK
281
Financial Partners Group (Kansas)
Kansas
$330K -$28.3K -316 -8%
PWA
282
PCG Wealth Advisors
Kansas
$324K +$11.1K +124 +4%
FHA
283
Flagship Harbor Advisors
Massachusetts
$323K -$35.7K -399 -10%
LPP
284
Life Planning Partners
Florida
$319K – – –
EH
285
Equitable Holdings
New York
$319K +$319K +3,564 New
OMC
286
Old Mission Capital
Illinois
$316K +$316K +3,534 New
FAIM
287
Financial Advocates Investment Management
Washington
$310K – – –
VIA
288
Vickerman Investment Advisors
Washington
$308K – – –
MWM
289
Mission Wealth Management
California
$299K +$299K +3,337 New
NL
290
NWAM LLC
Washington
$297K -$51.8K -589 -15%
SHWM
291
Smith & Howard Wealth Management
Georgia
$274K – – –
LFA
292
Lauterbach Financial Advisors
Texas
$268K +$537 +6 +0.2%
OCM
293
Objective Capital Management
Ohio
$268K -$89.5K -1,000 -25%
HI
294
Harbour Investments
Wisconsin
$263K – – –
Truist Financial
295
Truist Financial
North Carolina
$260K +$260K +2,910 New
CCWM
296
Correct Capital Wealth Management
Missouri
$257K +$257K +2,873 New
MG
297
Mather Group
Illinois
$256K – – –
MFT
298
Moisand Fitzgerald Tamayo
Florida
$250K – – –
AWM
299
Avior Wealth Management
Nebraska
$243K – – –
EWA
300
Elevate Wealth Advisory
Georgia
$243K +$62.3K +696 +35%
10 11
12
13 14