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Avantis US Equity ETF
AVUS

Overview Fund Activity

376 hedge funds and large institutions have $5.57B invested in Avantis US Equity ETF in 2024 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 167 increasing their positions, 119 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
376
Holders Change
+14
Holders Change %
+3.87%
% of All Funds
5.44%
Holding in Top 10
82
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.23%
% of All Funds
1.19%
New
33
Increased
167
Reduced
119
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
Annex Advisory Services
Wisconsin
$323M
2
SW
Simplicity Wealth
New Jersey
$59.9M
3
MSWM
McGlone Suttner Wealth Management
Wisconsin
$32.9M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$31.4M
5
SAF
Smith Anglin Financial
Texas
$80.5M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
$16.2M
2
AF
Allworth Financial
California
$20.9M
3
PLFA
Pacific Life Fund Advisors
California
$0
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$33.2M
5
SWA
Sax Wealth Advisors
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FPGK
301
Financial Partners Group (Kansas)
Kansas
$334K +$1.9K +20 +0.6%
FAIM
302
Financial Advocates Investment Management
Washington
$332K +$332K +3,650 New
FHA
303
Flagship Harbor Advisors
Massachusetts
$331K +$331K +3,482 New
MWM
304
Merriman Wealth Management
Washington
$327K – – –
HI
305
Harbour Investments
Wisconsin
$316K – – –
SAI
306
Savvy Advisors Inc
New York
$303K +$303K +3,184 New
MG
307
Mather Group
Illinois
$299K – – –
GKWIM
308
Gerber Kawasaki Wealth & Investment Management
California
$298K – – –
SHWM
309
Smith & Howard Wealth Management
Georgia
$292K – – –
LFA
310
Lauterbach Financial Advisors
Texas
$286K +$666 +7 +0.2%
OCM
311
Objective Capital Management
Ohio
$284K +$284K +2,990 New
VIA
312
Vickerman Investment Advisors
Washington
$276K -$51.7K -543 -16%
IFA
313
Index Fund Advisors
California
$273K +$56.6K +595 +26%
MFT
314
Moisand Fitzgerald Tamayo
Florida
$266K – – –
AWM
315
Avior Wealth Management
Nebraska
$259K – – –
NP
316
NorthRock Partners
Minnesota
$255K – – –
CWM
317
Calamos Wealth Management
Illinois
$254K – – –
VAMG
318
Voisard Asset Management Group
Michigan
$252K +$252K +2,650 New
PFG
319
Prosperity Financial Group
California
$247K +$8.47K +89 +4%
Susquehanna International Group
320
Susquehanna International Group
Pennsylvania
$246K +$246K +2,583 New
CL
321
Choreo LLC
Illinois
$246K -$9.17K -97 -4%
SP
322
Stonebrook Private
Michigan
$245K +$8.94K +94 +4%
EWA
323
Elevate Wealth Advisory
Georgia
$244K +$476 +5 +0.2%
EW
324
Evoke Wealth
California
$243K +$243K +2,551 New
CFS
325
CRA Financial Services
New Jersey
$236K -$4.76K -50 -2%
11 12
13
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