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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 %
JWM
351
Janiczek Wealth Management
Colorado
$17.8K – – –
KPP
352
Kings Path Partners
Texas
$16.9K +$16.9K +187 New
OA
353
Operose Advisors
Wisconsin
$12.4K +$12.4K +137 New
CTWM
354
Cherry Tree Wealth Management
Minnesota
$7.31K – – –
TWP
355
Triad Wealth Partners
Kansas
$6.13K +$6.13K +68 New
IWP
356
IAG Wealth Partners
Wisconsin
$4.06K +$4.06K +45 New
T
357
Tidemark
California
$3.7K – – –
KFI
358
Key Financial Inc
Pennsylvania
$2.35K – – –
CA
359
Clearstead Advisors
Ohio
$902 – – –
AA
360
Addison Advisors
Vermont
$652 – – –
Citigroup
361
Citigroup
New York
$271 -$2.08K -23 -88%
Fidelity Investments
362
Fidelity Investments
Massachusetts
$180 -$4.32K -48 -96%
BOC
363
Bull Oak Capital
California
– -$19.8M -221,424 Closed
AWE
364
Avidian Wealth Enterprises
Texas
– -$649K -7,247 Closed
AWS
365
Atria Wealth Solutions
New York
– -$543K -6,071 Closed
BDL
366
Bey-Douglas LLC
Georgia
– -$406K -4,534 Closed
FA
367
Financial Advisors
Massachusetts
– -$374K -4,176 Closed
FAIM
368
Financial Advocates Investment Management
Washington
– -$310K -3,650 Closed
OMC
369
Old Mission Capital
Illinois
– -$316K -3,534 Closed
NL
370
NWAM LLC
Washington
– -$297K -3,378 Closed
MWM
371
Mission Wealth Management
California
– -$299K -3,337 Closed
EW
372
Evoke Wealth
California
– -$228K -2,551 Closed
LNC
373
Lincoln National Corp
Pennsylvania
– -$214K -2,386 Closed
CAM
374
Crestone Asset Management
Colorado
– -$209K -2,339 Closed
GWSG
375
GPS Wealth Strategies Group
Colorado
– -$156K -1,740 Closed
12 13 14
15
16