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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 %
CPIG
76
Chicago Partners Investment Group
Illinois
$20M +$1.1M +11,234 +6%
OWA
77
Oak Wealth Advisors
Illinois
$19.1M +$19.1M +197,202 New
PCM
78
Passive Capital Management
Maryland
$19.1M +$22.1K +228 +0.1%
AC
79
Apella Capital
Connecticut
$18.5M +$113K +1,161 +0.6%
CPA
80
Cardiff Park Advisors
California
$18.2M +$20.3K +209 +0.1%
AFAS
81
Acorn Financial Advisory Services
Virginia
$18.2M -$223K -2,304 -1%
HNWA
82
Henrickson Nauta Wealth Advisors
Michigan
$17.9M -$155K -1,595 -0.9%
RW
83
REDW Wealth
New Mexico
$17.7M -$5.7M -58,822 -24%
MWM
84
Mattern Wealth Management
Kansas
$16.7M -$57.7K -595 -0.3%
Royal Bank of Canada
85
Royal Bank of Canada
Ontario, Canada
$16.3M +$814K +8,401 +5%
PWM
86
Parkworth Wealth Management
California
$16.2M +$16.2M +167,160 New
HIA
87
HTG Investment Advisors
Connecticut
$16.2M +$107K +1,108 +0.7%
GVAG
88
Great Valley Advisor Group
Delaware
$15.9M +$685K +7,065 +4%
TWA
89
Trace Wealth Advisors
California
$15.2M +$15.2M +156,955 New
TW
90
Trajan Wealth
Arizona
$15M -$812K -8,378 -5%
ZF
91
Zhang Financial
Michigan
$14.7M +$719K +7,422 +5%
WWP
92
WR Wealth Planners
Missouri
$14.6M +$345K +3,564 +2%
AIM
93
Acropolis Investment Management
Missouri
$14.4M +$72.9K +752 +0.5%
HA
94
Herold Advisors
New York
$14.2M -$784K -8,087 -5%
SWA
95
Sax Wealth Advisors
New Jersey
$14.1M +$14.1M +145,618 New
CFO
96
CVA Family Office
Colorado
$13.9M -$57.7K -595 -0.4%
LA
97
LexAurum Advisors
Kansas
$13.7M +$326K +3,360 +2%
MPCL
98
My Personal CFO LLC
Washington
$13.2M +$753K +7,771 +6%
AWM
99
Accredited Wealth Management
Kentucky
$12.8M +$12.8M +132,537 New
AWA
100
ARQ Wealth Advisors
Arizona
$12.5M -$474K -4,894 -4%
2 3
4
5 6