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Avantis US Equity ETF
AVUS

Overview Fund Activity

362 hedge funds and large institutions have $5.15B invested in Avantis US Equity ETF in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 159 increasing their positions, 112 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
+9
Holders Change %
+2.55%
% of All Funds
5.27%
Holding in Top 10
81
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.53%
% of All Funds
1.18%
New
33
Increased
159
Reduced
112
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$72.4M
2
CAM
2
Cresset Asset Management
Illinois
$50.9M
3
WIA
3
World Investment Advisors
California
$24.9M
4
American Century Companies
4
American Century Companies
Missouri
$264M
5
SWA
5
Sax Wealth Advisors
New Jersey
$14.3M

Top Sellers

1
PLFA
1
Pacific Life Fund Advisors
California
$44.1M
2
AF
2
Allworth Financial
California
$116M
3
MSWM
3
McGlone Suttner Wealth Management
Wisconsin
$1.21M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$50.3M
5
BOC
5
Bull Oak Capital
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SHWM
301
Smith & Howard Wealth Management
Georgia
$277K – – –
LFA
302
Lauterbach Financial Advisors
Texas
$266K +$621 +7 +0.2%
SIAG
303
Safeguard Investment Advisory Group
California
$255K -$84K -932 -25%
MFT
304
Moisand Fitzgerald Tamayo
Florida
$252K – – –
AWM
305
Avior Wealth Management
Nebraska
$245K – – –
Jones Financial Companies
306
Jones Financial Companies
Missouri
$245K +$237K +2,625 +2,853%
CL
307
Choreo LLC
Illinois
$243K +$90 +1 +0%
NP
308
NorthRock Partners
Minnesota
$241K – – –
CWM
309
Calamos Wealth Management
Illinois
$241K – – –
IIC
310
Integrated Investment Consultants
Michigan
$236K – – –
EWA
311
Elevate Wealth Advisory
Georgia
$231K -$13.5K -150 -6%
BCM
312
Brookstone Capital Management
Illinois
$231K +$231K +2,476 New
CFS
313
CRA Financial Services
New Jersey
$229K – – –
PFG
314
Prosperity Financial Group
California
$226K -$3.67M -40,694 -94%
SP
315
Stonebrook Private
Michigan
$224K -$4.42K -49 -2%
MI
316
Motiv8 Investments
Florida
$208K +$208K +2,302 New
GAM
317
GEM Asset Management
Michigan
$206K -$16.1K -178 -7%
WA
318
WBH Advisory
Maryland
$206K – – –
IFA
319
Index Fund Advisors
California
$205K +$205K +2,276 New
RIL
320
Rothschild Investment LLC
Illinois
$205K – – –
AWM
321
Arista Wealth Management
Nevada
$205K – – –
GAG
322
GM Advisory Group
New York
$202K – – –
SAM
323
Smartleaf Asset Management
Massachusetts
$197K +$197K +2,186 New
CCMI
324
Creative Capital Management Investments
California
$197K +$197K +2,185 New
OSAM
325
O'Shaughnessy Asset Management
Connecticut
$177K – – –
11 12
13
14 15