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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.

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 Market Value Shares Shares
Change 		Shares
Change %
CL
301
Choreo LLC
Illinois
$241K 2,696 – –
NP
302
NorthRock Partners
Minnesota
$240K 2,677 -5 -0.2%
CWM
303
Calamos Wealth Management
Illinois
$239K 2,673 – –
IIC
304
Integrated Investment Consultants
Michigan
$236K 2,635 +2,635 New
EW
305
Evoke Wealth
California
$228K 2,551 +2,551 New
CFS
306
CRA Financial Services
New Jersey
$227K 2,535 -100 -4%
SP
307
Stonebrook Private
Michigan
$226K 2,528 +2,528 New
LNC
308
Lincoln National Corp
Pennsylvania
$214K 2,386 +2,386 New
CAM
309
Crestone Asset Management
Colorado
$209K 2,339 +2,339 New
GAM
310
GEM Asset Management
Michigan
$209K 2,460 -121 -5%
WA
311
WBH Advisory
Maryland
$204K 2,281 +2,281 New
RIL
312
Rothschild Investment LLC
Illinois
$204K 2,275 +835 +58%
AWM
313
Arista Wealth Management
Nevada
$203K 2,270 +2,270 New
GAG
314
GM Advisory Group
New York
$200K 2,237 +2,237 New
CAM
315
Clarity Asset Management
Iowa
$177K 1,980 +333 +20%
OSAM
316
O'Shaughnessy Asset Management
Connecticut
$176K 1,967 +1,967 New
GWSG
317
GPS Wealth Strategies Group
Colorado
$156K 1,740 -4,976 -74%
SIC
318
Salem Investment Counselors
North Carolina
$151K 1,686 -17 -1%
TRCT
319
Tower Research Capital (TRC)
New York
$145K 1,622 +1,622 New
LI
320
LRI Investments
Florida
$137K 1,529 +1,529 New
RFG
321
REAP Financial Group
Texas
$137K 1,528 -2,078 -58%
Bank of Montreal
322
Bank of Montreal
Ontario, Canada
$132K 1,471 +1,471 New
PWMG
323
Private Wealth Management Group
New Jersey
$131K 1,465 -2,747 -65%
Qube Research & Technologies (QRT)
324
Qube Research & Technologies (QRT)
United Kingdom
$128K 1,430 -1,718 -55%
FHA
325
First Horizon Advisors
Tennessee
$118K 1,315 – –
11 12
13
14 15