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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 %
PHWM
276
Pine Harbor Wealth Management
Maryland
$862K – – –
SPIA
277
Steward Partners Investment Advisory
New York
$848K -$9.21K -95 -1%
AWM
278
Aprio Wealth Management
Georgia
$828K +$2.42K +25 +0.3%
PP
279
PrairieView Partners
Minnesota
$827K +$3.39K +35 +0.4%
AIP
280
Almanack Investment Partners
Pennsylvania
$824K – – –
HCP
281
Hardin Capital Partners
South Carolina
$807K +$65.9K +680 +9%
IWC
282
Integrated Wealth Concepts
Massachusetts
$797K +$797K +8,219 New
MGWA
283
Monument Group Wealth Advisors
Massachusetts
$755K – – –
WCWM
284
Willow Creek Wealth Management
California
$740K – – –
AAS
285
Ameritas Advisory Services
Nebraska
$740K +$350K +3,615 +90%
Baird Financial Group
286
Baird Financial Group
Wisconsin
$724K +$78K +805 +12%
DFC
287
DBK Financial Counsel
Ohio
$714K – – –
Jones Financial Companies
288
Jones Financial Companies
Missouri
$698K +$189K +1,949 +37%
DAS
289
Dynamic Advisor Solutions
Arizona
$695K +$32.8K +338 +5%
BCI
290
Brinker Capital Investments
Pennsylvania
$693K +$6.01K +62 +0.9%
OPS
291
Orion Portfolio Solutions
Nebraska
$693K +$6.01K +62 +0.9%
SS
292
Sunbelt Securities
Texas
$675K -$114K -1,170 -14%
OPWM
293
Oakwell Private Wealth Management
Texas
$672K -$17.8K -184 -3%
BJL
294
Brighton Jones LLC
Washington
$670K +$670K +6,911 New
JPG
295
Jordan Park Group
California
$669K +$669K +6,898 New
EH
296
Equitable Holdings
New York
$653K +$154K +1,590 +31%
MA
297
Mutual Advisors
Nebraska
$651K -$171K -1,725 -21%
Brown Advisory
298
Brown Advisory
Maryland
$635K – – –
RIP
299
RAM Investment Partners
Washington
$616K +$616K +6,350 New
PAG
300
Poinciana Advisors Group
Florida
$614K +$614K +6,331 New
10 11
12
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