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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 %
TC
351
Trilogy Capital
California
$259K -$138K -1,427 -35%
CWM
352
Calamos Wealth Management
Illinois
$259K – – –
PFG
353
Prosperity Financial Group
California
$258K +$5.91K +61 +2%
NP
354
NorthRock Partners
Minnesota
$257K -$2.33K -24 -0.9%
MFT
355
Moisand Fitzgerald Tamayo
Florida
$257K -$14.4K -149 -5%
CL
356
Choreo LLC
Illinois
$252K – – –
SP
357
Stonebrook Private
Michigan
$249K +$97 +1 +0%
FF
358
Francis Financial
$249K +$249K +2,570 New
EWA
359
Elevate Wealth Advisory
Georgia
$248K -$582 -6 -0.2%
EW
360
Evoke Wealth
California
$247K – – –
CFS
361
CRA Financial Services
New Jersey
$241K – – –
RSVP
362
Ramsay Stattman Vela & Price
Colorado
$239K – – –
BCM
363
Brookstone Capital Management
Illinois
$234K – – –
AQR Capital Management
364
AQR Capital Management
Connecticut
$229K +$229K +2,363 New
SAM
365
Smartleaf Asset Management
Massachusetts
$226K +$13.4K +138 +6%
LC
366
Landaas & Company
Wisconsin
$225K +$225K +2,325 New
PF
367
Prosperitas Financial
California
$223K -$9.69K -100 -4%
RIL
368
Rothschild Investment LLC
Illinois
$221K – – –
AI
369
Atria Investments
North Carolina
$221K – – –
FFO
370
Fortitude Family Office
Arizona
$221K +$124K +1,275 +128%
AWM
371
Arista Wealth Management
Nevada
$220K – – –
PRRFG
372
Paul R. Ried Financial Group
Washington
$219K +$219K +2,264 New
PWA
373
PCG Wealth Advisors
Kansas
$218K -$2.04K -21 -0.9%
CCMI
374
Creative Capital Management Investments
California
$212K – – –
GAM
375
GEM Asset Management
Michigan
$210K -$11.2K -116 -5%
13 14
15
16 17