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Avantis US Equity ETF
AVUS

Overview Fund Activity

353 hedge funds and large institutions have $5.05B invested in Avantis US Equity ETF in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 167 increasing their positions, 101 reducing their positions, and 20 closing their positions.

Holders
353
Holders Change
+14
Holders Change %
+4.13%
% of All Funds
5.12%
Holding in Top 10
79
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.47%
% of All Funds
1.15%
New
36
Increased
167
Reduced
101
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Annex Advisory Services
Wisconsin
$232M
2
MSWM
2
McGlone Suttner Wealth Management
Wisconsin
$37M
3
GPWA
3
Great Point Wealth Advisors
Massachusetts
$94.1M
4
BWP
4
BSW Wealth Partners
Colorado
$19M
5
BOC
5
Bull Oak Capital
California
$19.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$96.8M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$7.88M
3
WIA
3
World Investment Advisors
California
$0
4
SWA
4
Sax Wealth Advisors
New Jersey
$0
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PL
26
Plancorp LLC
Missouri
$46.7M 521,299 -3,294 -0.6%
SHFA
27
SC&H Financial Advisors
Maryland
$45.4M 506,897 +34,433 +7%
SAF
28
Smith Anglin Financial
Texas
$45M 502,863 +11,858 +2%
JIC
29
JRM Investment Counsel
Nebraska
$39.9M 445,706 +26,425 +6%
BDWCC
30
B&D White Capital Company
Texas
$39.2M 438,012 -20,968 -5%
AC
31
AWM Capital
Arizona
$38.4M 428,882 -8,515 -2%
RLIM
32
Red Lighthouse Investment Management
New York
$38.3M 427,809 -1,732 -0.4%
MSWM
33
McGlone Suttner Wealth Management
Wisconsin
$37M 412,950 +398,060 +2,673%
LWL
34
Leo Wealth LLC
Texas
$36.8M 411,427 +22,937 +6%
SB
35
Strategic Blueprint
Georgia
$36.3M 405,374 +2,280 +0.6%
PAS
36
Park Avenue Securities
New York
$36.3M 405,027 +38,474 +10%
RWM
37
Rockwood Wealth Management
Pennsylvania
$35.5M 396,107 -1,504 -0.4%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$35.4M 395,578 +29,206 +8%
WFA
39
WMG Financial Advisors
Tennessee
$34.6M 387,012 +20,596 +6%
MML Investors Services
40
MML Investors Services
Massachusetts
$31.3M 349,862 +115,221 +49%
WFA
41
Websterrogers Financial Advisors
South Carolina
$30.4M 339,979 +30,813 +10%
WWA
42
WCG Wealth Advisors
Nevada
$29.8M 332,772 +23,965 +8%
BSW
43
Buckingham Strategic Wealth
Missouri
$29.7M 331,887 -17,000 -5%
CWA
44
Continuum Wealth Advisors
New York
$28.8M 321,616 +48,283 +18%
WA
45
Waverly Advisors
Alabama
$28.7M 320,208 -79 -0%
Bank of America
46
Bank of America
North Carolina
$28.5M 318,614 -112,296 -26%
Wells Fargo
47
Wells Fargo
California
$27.8M 310,991 +8,938 +3%
Bank of New York Mellon
48
Bank of New York Mellon
New York
$25.5M 285,319 +67,679 +31%
WCA
49
Waypoint Capital Advisors
Minnesota
$25.4M 283,565 +28,384 +11%
Mariner
50
Mariner
Kansas
$23.9M 267,118 +92,965 +53%
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