AVUS icon

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.

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 %
BWP
51
BSW Wealth Partners
Colorado
$33.6M +$1.46M +15,029 +5%
CWA
52
Continuum Wealth Advisors
New York
$31.2M +$1.39M +14,295 +5%
MML Investors Services
53
MML Investors Services
Massachusetts
$29.4M -$10.7K -110 -0%
TIM
54
Tortoise Investment Management
New York
$29.1M +$1.74M +17,903 +6%
Rockefeller Capital Management
55
Rockefeller Capital Management
New York
$27.4M +$6.65M +68,561 +32%
RW
56
Ridgeline Wealth
Arizona
$26.7M +$26.7M +275,080 New
HFA
57
Highland Financial Advisors
New Jersey
$26.5M +$825K +8,514 +3%
WIA
58
World Investment Advisors
California
$26.5M +$1.56M +16,092 +6%
FPAS
59
Focus Partners Advisor Solutions
Missouri
$26.4M +$7.76M +80,084 +42%
WFA
60
Websterrogers Financial Advisors
South Carolina
$26.3M -$75.4K -778 -0.3%
Wells Fargo
61
Wells Fargo
California
$26.2M -$5.31M -54,738 -17%
W
62
WorthPointe
California
$25.5M +$1.19M +12,310 +5%
LFGO
63
Legacy Financial Group (Oklahoma)
Oklahoma
$25.1M +$1.35M +13,878 +6%
BOC
64
Bull Oak Capital
California
$25M -$125K -1,293 -0.5%
AWMNY
65
Arcadia Wealth Management (New York)
New York
$23M +$23M +236,963 New
FFP
66
Freedom Financial Partners
Minnesota
$22.2M +$22.2M +229,054 New
IWM
67
IHT Wealth Management
Illinois
$22.2M +$12K +124 +0.1%
TWA
68
Trellis Wealth Advisors
California
$21.9M +$203K +2,098 +0.9%
SRCM
69
Signature Resources Capital Management
California
$21.7M +$369K +3,803 +2%
BFG
70
Buttonwood Financial Group
Missouri
$21.6M -$412K -4,072 -2%
SFC
71
Strategic Financial Concepts
Texas
$21M +$4.52M +46,621 +27%
GT
72
Glenview Trust
Kentucky
$20.8M +$693K +7,145 +3%
DP
73
Divergent Planning
Maryland
$20.8M +$381K +3,955 +2%
AF
74
Allworth Financial
California
$20.4M -$1.76M -17,467 -8%
DCM
75
Disciplina Capital Management
Tennessee
$20.4M -$449K -4,632 -2%
1 2
3
4 5