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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 %
PAS
26
Park Avenue Securities
New York
$59.2M +$8.79M +90,692 +17%
CAM
27
Cresset Asset Management
Illinois
$59.1M -$6.71M -69,224 -10%
BDWCC
28
B&D White Capital Company
Texas
$58.7M +$11.4M +117,351 +24%
Bank of America
29
Bank of America
North Carolina
$54.4M +$19.5M +201,264 +56%
Raymond James Financial
30
Raymond James Financial
Florida
$52.9M +$52.9M +545,466 New
PL
31
Plancorp LLC
Missouri
$50.4M -$131K -1,348 -0.3%
BA
32
Bridgewater Advisors
New York
$49.9M +$19.1M +197,030 +62%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$46.3M +$5.21M +53,763 +13%
MSWM
34
McGlone Suttner Wealth Management
Wisconsin
$45.5M +$12M +123,780 +36%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$45.5M +$11.7M +120,665 +35%
WFA
36
WMG Financial Advisors
Tennessee
$45M +$1.89M +19,525 +4%
AIS
37
Accredited Investor Services
Minnesota
$43.5M +$43.5M +448,480 New
LWL
38
Leo Wealth LLC
Texas
$43M +$2.32M +23,922 +6%
Mariner
39
Mariner
Kansas
$42.9M +$10.7M +110,734 +33%
Mercer Global Advisors
40
Mercer Global Advisors
Colorado
$42.7M +$42.7M +440,773 New
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$41.4M +$3.01M +31,069 +8%
RLIM
42
Red Lighthouse Investment Management
New York
$41.2M -$20.5K -211 -0%
AC
43
AWM Capital
Arizona
$40.8M +$30.8K +318 +0.1%
WA
44
Waverly Advisors
Alabama
$40.7M -$1.15M -11,900 -3%
TWM
45
Tanager Wealth Management
United Kingdom
$40.3M +$17.5M +180,271 +76%
SB
46
Strategic Blueprint
Georgia
$39.6M -$60.2K -621 -0.2%
JIC
47
JRM Investment Counsel
Nebraska
$36M -$4.21M -43,412 -10%
RWM
48
Rockwood Wealth Management
Pennsylvania
$35.1M -$1.15M -11,896 -3%
WWA
49
WCG Wealth Advisors
Nevada
$35.1M +$1.26M +13,027 +4%
Focus Partners Wealth
50
Focus Partners Wealth
Massachusetts
$33.9M +$1.89M +19,513 +6%
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