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

Top Sellers

1
SFC
1
Strategic Financial Concepts
Texas
$16.2M
2
AF
2
Allworth Financial
California
$20.9M
3
PLFA
3
Pacific Life Fund Advisors
California
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$33.2M
5
SWA
5
Sax Wealth Advisors
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RSVP
326
Ramsay Stattman Vela & Price
Colorado
$235K +$235K +2,466 New
BCM
327
Brookstone Capital Management
Illinois
$230K -$5.61K -59 -2%
PF
328
Prosperitas Financial
California
$228K +$228K +2,401 New
WA
329
WBH Advisory
Maryland
$217K – – –
RIL
330
Rothschild Investment LLC
Illinois
$216K – – –
AI
331
Atria Investments
North Carolina
$216K +$216K +2,275 New
PWA
332
PCG Wealth Advisors
Kansas
$216K -$128K -1,349 -37%
AWM
333
Arista Wealth Management
Nevada
$216K – – –
GAM
334
GEM Asset Management
Michigan
$216K +$189 +2 +0.1%
GAG
335
GM Advisory Group
New York
$213K – – –
CCMI
336
Creative Capital Management Investments
California
$208K – – –
SAM
337
Smartleaf Asset Management
Massachusetts
$207K – – –
MI
338
Motiv8 Investments
Florida
$206K -$13.3K -140 -6%
CAM
339
Clarity Asset Management
Iowa
$204K +$18.7K +197 +10%
AWP
340
Abacus Wealth Partners
California
$203K +$203K +2,134 New
Empower Advisory Group
341
Empower Advisory Group
Colorado
$202K +$202K +2,128 New
OSAM
342
O'Shaughnessy Asset Management
Connecticut
$191K – – –
SIC
343
Salem Investment Counselors
North Carolina
$160K – – –
LI
344
LRI Investments
Florida
$152K – – –
PWMG
345
Private Wealth Management Group
New Jersey
$147K +$6.47K +68 +5%
RFG
346
REAP Financial Group
Texas
$145K – – –
EWA
347
EverSource Wealth Advisors
Alabama
$129K +$381 +4 +0.3%
FHA
348
First Horizon Advisors
Tennessee
$125K – – –
IFS
349
Intelligent Financial Strategies
Minnesota
$114K -$5.23K -55 -4%
TFM
350
TFC Financial Management
Massachusetts
$111K +$111K +1,166 New
12 13
14
15 16