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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
Mercer Global Advisors
Colorado
$42.7M
2
Bank of America
Bank of America
North Carolina
$54.4M
3
BA
Bridgewater Advisors
New York
$49.9M
4
TWM
Tanager Wealth Management
United Kingdom
$40.3M
5
AAS
Annex Advisory Services
Wisconsin
$345M

Top Sellers

1
SW
Simplicity Wealth
New Jersey
$0
2
AFP
Alpha Financial Partners
Kentucky
$0
3
Creative Planning
Creative Planning
Kansas
$120M
4
CAM
Cresset Asset Management
Illinois
$59.1M
5
RW
REDW Wealth
New Mexico
$17.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
376
Clarity Asset Management
Iowa
$209K +$1.07K +11 +0.5%
EWA
377
EP Wealth Advisors
California
$208K +$208K +2,145 New
AWP
378
Abacus Wealth Partners
California
$207K – – –
CA
379
Clune & Associates
Illinois
$207K +$207K +2,131 New
Empower Advisory Group
380
Empower Advisory Group
Colorado
$206K – – –
OSAM
381
O'Shaughnessy Asset Management
Connecticut
$191K – – –
SIC
382
Salem Investment Counselors
North Carolina
$163K – – –
LFG
383
Larson Financial Group
Missouri
$163K +$163K +1,683 New
PWMG
384
Private Wealth Management Group
New Jersey
$150K – – –
LI
385
LRI Investments
Florida
$148K – – –
RFG
386
REAP Financial Group
Texas
$148K – – –
EWA
387
EverSource Wealth Advisors
Alabama
$147K +$14.9K +154 +11%
AWM
388
AE Wealth Management
Kansas
$145K +$145K +1,497 New
FHA
389
First Horizon Advisors
Tennessee
$127K – – –
TFM
390
TFC Financial Management
Massachusetts
$113K – – –
IFS
391
Intelligent Financial Strategies
Minnesota
$112K -$4.85K -50 -4%
PS
392
Principal Securities
Iowa
$103K – – –
GWSA
393
Global Wealth Strategies & Associates
Colorado
$96.5K +$96.5K +996 New
SWM
394
Spire Wealth Management
Virginia
$89.7K – – –
Comerica Bank
395
Comerica Bank
Texas
$83.1K +$49.4K +510 +147%
BTI
396
Blue Trust Inc
Georgia
$67.6K +$38K +392 +129%
GRP
397
Global Retirement Partners
California
$62.9K +$39.2K +404 +166%
Deutsche Bank
398
Deutsche Bank
Germany
$55.4K – – –
ADL
399
Asset Dedication LLC
California
$50K -$679 -7 -1%
CIBC Private Wealth Group
400
CIBC Private Wealth Group
Georgia
$48.9K +$48.9K +500 New
14 15
16
17 18