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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.

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 %
MAM
101
McLean Asset Management
Virginia
$12.1M +$1.11M +11,412 +10%
FIA
102
Foundations Investment Advisors
Arizona
$12.1M +$315K +3,248 +3%
FFM
103
Flagstone Financial Management
Nebraska
$11.7M +$36.4K +376 +0.3%
KL
104
KWMG LLC
Kansas
$11.2M -$151K -1,559 -1%
FWM
105
FMB Wealth Management
California
$11M -$30.6K -316 -0.3%
AHC
106
Anderson Hoagland & Co
Missouri
$10.8M +$340K +3,409 +3%
OCM
107
Orion Capital Management
California
$10.7M +$430K +4,434 +4%
CCA
108
Clarity Capital Advisors
Florida
$10.6M +$71.3K +736 +0.7%
KAS
109
Kestra Advisory Services
Texas
$10.5M +$2.29M +23,611 +28%
Stifel Financial
110
Stifel Financial
Missouri
$10.5M +$721K +7,441 +7%
SP
111
Symmetry Partners
Connecticut
$10.4M +$10.4M +107,453 New
UBS Group
112
UBS Group
Switzerland
$9.8M +$568K +5,859 +6%
AFP
113
Ausdal Financial Partners
Iowa
$9.67M +$2.09M +21,523 +28%
SRC
114
Sage Rhino Capital
California
$9.64M -$295K -3,045 -3%
GA
115
Greenspring Advisors
Maryland
$9.52M -$53K -547 -0.6%
FWM
116
Fonville Wealth Management
Virginia
$9.23M +$650K +6,703 +8%
AC
117
Annandale Capital
Texas
$9.2M +$61.7K +636 +0.7%
EFG
118
Ehrlich Financial Group
California
$9.11M +$136K +1,400 +2%
SWP
119
Summit Wealth Partners
Florida
$9.11M +$1.96M +20,270 +27%
GWP
120
Gateway Wealth Partners
Wisconsin
$9.02M -$4.2M -43,308 -32%
AAS
121
Avantax Advisory Services
Texas
$8.85M +$1.39M +14,301 +19%
WPC
122
Wedmont Private Capital
Pennsylvania
$8.82M +$4.82K +50 +0.1%
EWM
123
Echo Wealth Management
Minnesota
$8.55M -$48K -495 -0.6%
NWM
124
Northwest Wealth Management
Iowa
$8.51M -$104K -1,072 -1%
PWM
125
Perigon Wealth Management
California
$8.15M -$58.1K -587 -0.7%
3 4
5
6 7