AVUS icon

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 %
LWA
101
Lantern Wealth Advisors
New York
$8.68M 96,955 +3,540 +4%
AHC
102
Anderson Hoagland & Co
Missouri
$8.57M 97,814 +23,257 +31%
Stifel Financial
103
Stifel Financial
Missouri
$8.49M 94,804 +22,063 +30%
KAS
104
Kestra Advisory Services
Texas
$8.43M 94,146 +22,120 +31%
WPC
105
Wedmont Private Capital
Pennsylvania
$8.11M 91,419 +209 +0.2%
RCG
106
Regatta Capital Group
California
$8.11M 90,585 -19,287 -18%
MA
107
Mutual Advisors
Nebraska
$8.11M 90,575 +21,644 +31%
CC
108
Callan Capital
California
$8.06M 90,044 -8,521 -9%
EWM
109
Echo Wealth Management
Minnesota
$7.91M 88,399 -6,353 -7%
OCM
110
Orion Capital Management
California
$7.9M 88,233 +6,643 +8%
MAM
111
McLean Asset Management
Virginia
$7.89M 88,907 +3,315 +4%
Corient Private Wealth
112
Corient Private Wealth
Florida
$7.88M 87,990 -607,259 -87%
BC
113
Brio Consultants
California
$7.74M 86,474 -5,852 -6%
NWM
114
Northwest Wealth Management
Iowa
$7.7M 85,996 +6,986 +9%
EFG
115
Ehrlich Financial Group
California
$7.3M 81,573 -12,507 -13%
PWM
116
Perigon Wealth Management
California
$7.02M 78,403 +20,005 +34%
FWM
117
Fonville Wealth Management
Virginia
$6.69M 74,748 +1,829 +3%
BAM
118
Bayshore Asset Management
Florida
$6.57M 73,395 +11,094 +18%
FIA
119
Foundations Investment Advisors
Arizona
$6.49M 72,487 +3,551 +5%
AAS
120
Avantax Advisory Services
Texas
$6.42M 71,723 -6,518 -8%
VAG
121
Vannoy Advisory Group
Texas
$6.28M 70,142 – –
PAG
122
Private Advisor Group
New Jersey
$6.25M 69,828 +4,925 +8%
SWM
123
SFG Wealth Management
Maryland
$6.19M 69,173 -4,097 -6%
Cambridge Investment Research Advisors
124
Cambridge Investment Research Advisors
Iowa
$6.14M 68,582 +5,982 +10%
UBS Group
125
UBS Group
Switzerland
$6.09M 67,994 -5,126 -7%
3 4
5
6 7