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 %
SPC
326
Sigma Planning Corp
Michigan
$365K +$365K +3,768 New
IDA
327
Intelligence Driven Advisers
California
$364K -$312K -3,219 -46%
TCA
328
Transcend Capital Advisors
New Jersey
$359K – – –
VCA
329
Verdence Capital Advisors
Maryland
$359K +$359K +3,700 New
PA
330
Procyon Advisors
Connecticut
$350K – – –
AIA
331
AssuredPartners Investment Advisors
Florida
$350K +$350K +3,607 New
MIA
332
MeadowBrook Investment Advisors
Michigan
$342K +$342K +3,530 New
FPGK
333
Financial Partners Group (Kansas)
Kansas
$342K +$969 +10 +0.3%
FHA
334
Flagship Harbor Advisors
Massachusetts
$338K +$97 +1 +0%
GCM
335
Gallacher Capital Management
Colorado
$336K +$336K +3,461 New
MWM
336
Merriman Wealth Management
Washington
$335K +$2.23K +23 +0.7%
IAIM
337
International Assets Investment Management
Florida
$319K +$319K +3,298 New
HI
338
Harbour Investments
Wisconsin
$318K -$3.88K -40 -1%
MHB
339
Midwest Heritage Bank
Iowa
$309K -$494K -5,098 -62%
MG
340
Mather Group
Illinois
$305K – – –
SAI
341
Savvy Advisors Inc
New York
$304K -$4.17K -43 -1%
GKWIM
342
Gerber Kawasaki Wealth & Investment Management
California
$304K – – –
SHWM
343
Smith & Howard Wealth Management
Georgia
$297K – – –
LFA
344
Lauterbach Financial Advisors
Texas
$293K +$679 +7 +0.2%
IFA
345
Index Fund Advisors
California
$290K +$11.4K +118 +4%
FWP
346
FAS Wealth Partners
Kansas
$290K -$59.9K -618 -17%
VIA
347
Vickerman Investment Advisors
Washington
$281K – – –
DWM
348
Dogwood Wealth Management
Kansas
$264K -$183K -1,893 -41%
AWM
349
Avior Wealth Management
Nebraska
$263K – – –
Bessemer Group
350
Bessemer Group
New Jersey
$262K -$2.09M -21,574 -89%
12 13
14
15 16