AVUS icon

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 %
SIMC
301
Squire Investment Management Company
Utah
$613K – – –
SWP
302
Stratos Wealth Partners
Ohio
$612K +$485 +5 +0.1%
AFG
303
Atomi Financial Group
New York
$582K – – –
CRC
304
Curi RMB Capital
Illinois
$579K +$6.98K +72 +1%
CFG
305
Citizens Financial Group
Rhode Island
$572K -$204K -2,104 -26%
DPI
306
Diversified Portfolios Inc
Michigan
$563K – – –
NRI
307
NFP Retirement Inc
California
$559K -$9.5K -98 -2%
Truist Financial
308
Truist Financial
North Carolina
$549K +$26.4K +272 +5%
Jane Street
309
Jane Street
New York
$549K +$549K +5,659 New
HFS
310
Heritage Financial Services
Massachusetts
$540K -$7.37K -76 -1%
LKBC
311
L.K. Benson & Company
Maryland
$530K +$530K +5,467 New
Janney Montgomery Scott
312
Janney Montgomery Scott
Pennsylvania
$510K -$19.8K -204 -4%
YWM
313
Yardley Wealth Management
Pennsylvania
$497K – – –
OA
314
Oceanside Advisors
South Carolina
$495K -$291 -3 -0.1%
WAS
315
WESPAC Advisors SoCal
California
$492K -$150K -1,543 -23%
AFA
316
Alpha Financial Advisors
North Carolina
$478K – – –
TP
317
Tranquility Partners
Tennessee
$477K +$21.4K +221 +5%
RA
318
RFG Advisory
Alabama
$472K +$1.55K +16 +0.3%
JTWM
319
Jackson Thornton Wealth Management
Alabama
$470K – – –
IC
320
IEQ Capital
California
$459K +$1.55K +16 +0.3%
Envestnet Portfolio Solutions
321
Envestnet Portfolio Solutions
Illinois
$425K -$128K -1,322 -23%
QCM
322
Quantinno Capital Management
New York
$424K +$424K +4,377 New
CB
323
Commerce Bank
Missouri
$402K – – –
BAM
324
Belpointe Asset Management
Nevada
$371K +$3.38K +36 +0.9%
PNC Financial Services Group
325
PNC Financial Services Group
Pennsylvania
$368K +$288K +2,972 +359%
11 12
13
14 15