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Avantis US Equity ETF
AVUS

Overview Fund Activity

376 hedge funds and large institutions have $5.57B invested in Avantis US Equity ETF in 2024 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 167 increasing their positions, 119 reducing their positions, and 16 closing their positions.

Holders
376
Holders Change
+14
Holders Change %
+3.87%
% of All Funds
5.44%
Holding in Top 10
82
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.23%
% of All Funds
1.19%
New
33
Increased
167
Reduced
119
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Annex Advisory Services
Wisconsin
$323M
2
SW
2
Simplicity Wealth
New Jersey
$59.9M
3
MSWM
3
McGlone Suttner Wealth Management
Wisconsin
$32.9M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$31.4M
5
SAF
5
Smith Anglin Financial
Texas
$80.5M

Top Sellers

1
SFC
1
Strategic Financial Concepts
Texas
$16.2M
2
AF
2
Allworth Financial
California
$20.9M
3
PLFA
3
Pacific Life Fund Advisors
California
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$33.2M
5
SWA
5
Sax Wealth Advisors
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CWA
51
Continuum Wealth Advisors
New York
$29.3M 307,701 -38,209 -11%
MML Investors Services
52
MML Investors Services
Massachusetts
$28.9M 303,343 -13,317 -4%
TIM
53
Tortoise Investment Management
New York
$26.9M 282,577 +24,238 +9%
WFA
54
Websterrogers Financial Advisors
South Carolina
$25.9M 271,992 -40,097 -13%
HFA
55
Highland Financial Advisors
New Jersey
$25.2M 264,926 +6,640 +3%
BOC
56
Bull Oak Capital
California
$24.6M 258,807 +258,807 New
WIA
57
World Investment Advisors
California
$24.5M 256,985 -18,571 -7%
W
58
WorthPointe
California
$23.8M 250,644 +9,603 +4%
LFGO
59
Legacy Financial Group (Oklahoma)
Oklahoma
$23.2M 244,860 +28,231 +13%
RW
60
REDW Wealth
New Mexico
$23M 241,271 -26,866 -10%
TWM
61
Tanager Wealth Management
United Kingdom
$22.5M 235,977 +22,220 +10%
RJA
62
Raymond James & Associates
Florida
$22.2M 233,493 +23,986 +11%
WCA
63
Waypoint Capital Advisors
Minnesota
$21.8M 229,504 -39,539 -15%
IWM
64
IHT Wealth Management
Illinois
$21.8M 228,727 +19,258 +9%
TWA
65
Trellis Wealth Advisors
California
$21.3M 223,939 +2,117 +1%
SRCM
66
Signature Resources Capital Management
California
$21M 220,533 -18,470 -8%
AF
67
Allworth Financial
California
$20.9M 219,923 -1,043,346 -83%
BFG
68
Buttonwood Financial Group
Missouri
$20.7M 217,260 +37,924 +21%
DCM
69
Disciplina Capital Management
Tennessee
$20.5M 215,241 +3,647 +2%
Rockefeller Capital Management
70
Rockefeller Capital Management
New York
$20.4M 214,008 +164,689 +334%
DP
71
Divergent Planning
Maryland
$20.2M 211,951 +6,149 +3%
GT
72
Glenview Trust
Kentucky
$19.8M 207,774 +1,467 +0.7%
PCM
73
Passive Capital Management
Maryland
$18.7M 196,813 -842 -0.4%
CPIG
74
Chicago Partners Investment Group
Illinois
$18.5M 193,627 +9,257 +5%
FPAS
75
Focus Partners Advisor Solutions
Missouri
$18.2M 191,791 +7,701 +4%
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