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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
TWD
126
True Wealth Design
Ohio
$5.98M -$316K -3,527 -5%
VCM
127
Versant Capital Management
Arizona
$5.92M -$2.6K -29 -0%
MWP
128
Meredith Wealth Planning
Illinois
$5.76M +$142K +1,583 +3%
FS
129
Financial Symmetry
North Carolina
$5.71M -$3.13K -35 -0.1%
AC
130
Annandale Capital
Texas
$5.7M +$2.2M +24,532 +63%
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$5.47M -$602K -6,725 -10%
FFA
132
Farther Finance Advisors
California
$5.41M +$92.1K +1,032 +2%
FFM
133
Forum Financial Management
Illinois
$5.33M -$598K -6,676 -10%
CWA
134
Canvas Wealth Advisors
Kansas
$5.08M +$459K +5,398 +10%
CGPCS
135
Capital Group Private Client Services
California
$5.04M +$14.9K +166 +0.3%
Financial Engines Advisors
136
Financial Engines Advisors
California
$4.98M +$4.98M +55,667 New
MRWM
137
ML&R Wealth Management
Texas
$4.91M -$2.74M -30,606 -36%
MFA
138
Morling Financial Advisors
California
$4.86M -$49.4K -552 -1%
HWM
139
HB Wealth Management
Georgia
$4.81M -$103K -1,155 -2%
GWA
140
Geometric Wealth Advisors
District of Columbia
$4.73M – – –
SCM
141
SOL Capital Management
Maryland
$4.72M -$764K -8,535 -14%
QHA
142
Quarry Hill Advisors
Minnesota
$4.64M -$258K -2,887 -5%
LSA
143
L & S Advisors
California
$4.51M -$28.6K -319 -0.6%
MWA
144
MN Wealth Advisors
Kansas
$4.37M +$29.1K +325 +0.7%
CWM
145
Cornerstone Wealth Management
Missouri
$4.23M +$231K +2,585 +6%
CWM
146
Castle Wealth Management
Florida
$4.17M -$66.1K -739 -2%
GLA
147
Good Life Advisors
Pennsylvania
$4.11M +$2.16M +24,147 +111%
LWM
148
Lakeridge Wealth Management
Ohio
$4.03M +$226K +2,525 +6%
FCG
149
Fielder Capital Group
Tennessee
$3.93M +$160K +1,783 +4%
PFG
150
Prosperity Financial Group
California
$3.87M +$3.36M +37,501 +658%
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