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Avantis US Equity ETF
AVUS

Overview Fund Activity

362 hedge funds and large institutions have $5.15B invested in Avantis US Equity ETF in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 159 increasing their positions, 112 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
+9
Holders Change %
+2.55%
% of All Funds
5.27%
Holding in Top 10
81
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.53%
% of All Funds
1.18%
New
33
Increased
159
Reduced
112
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Corient Private Wealth
Corient Private Wealth
Florida
$72.4M
2
CAM
Cresset Asset Management
Illinois
$50.9M
3
WIA
World Investment Advisors
California
$24.9M
4
American Century Companies
American Century Companies
Missouri
$264M
5
SWA
Sax Wealth Advisors
New Jersey
$14.3M

Top Sellers

1
PLFA
Pacific Life Fund Advisors
California
$44.1M
2
AF
Allworth Financial
California
$116M
3
MSWM
McGlone Suttner Wealth Management
Wisconsin
$1.21M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$50.3M
5
BOC
Bull Oak Capital
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VAG
126
Vannoy Advisory Group
Texas
$6.33M – – –
AWM
127
Ariadne Wealth Management
California
$6.19M +$6.19M +68,583 New
Cambridge Investment Research Advisors
128
Cambridge Investment Research Advisors
Iowa
$6.16M -$25.5K -283 -0.4%
MWP
129
Meredith Wealth Planning
Illinois
$6.08M +$268K +2,975 +5%
SW
130
Simplicity Wealth
New Jersey
$6.06M +$5.5M +60,964 +986%
VCM
131
Versant Capital Management
Arizona
$5.93M -$33.7K -374 -0.6%
TWD
132
True Wealth Design
Ohio
$5.92M -$112K -1,244 -2%
CWA
133
Canvas Wealth Advisors
Kansas
$5.88M +$406K +4,439 +7%
SDWIA
134
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$5.77M +$3.76M +41,657 +187%
FS
135
Financial Symmetry
North Carolina
$5.7M -$48.4K -537 -0.8%
PAG
136
Private Advisor Group
New Jersey
$5.42M -$876K -9,718 -14%
SXL
137
Summit X LLC
Missouri
$5.36M +$2.09M +23,034 +64%
CGPCS
138
Capital Group Private Client Services
California
$5.1M +$16.8K +186 +0.3%
Financial Engines Advisors
139
Financial Engines Advisors
California
$5.01M -$15.2K -169 -0.3%
KAM
140
Knightsbridge Asset Management
California
$4.97M +$4.97M +55,130 New
SWP
141
Summit Wealth Partners
Florida
$4.91M +$3.79M +42,023 +339%
MFA
142
Morling Financial Advisors
California
$4.89M -$11.3K -125 -0.2%
GIM
143
Guild Investment Management
California
$4.82M +$4.82M +53,440 New
SCM
144
SOL Capital Management
Maryland
$4.8M +$41.1K +456 +0.9%
LWM
145
Lakeridge Wealth Management
Ohio
$4.64M +$586K +6,492 +14%
MWA
146
MN Wealth Advisors
Kansas
$4.59M +$189K +2,099 +4%
CWM
147
Cornerstone Wealth Management
Missouri
$4.54M +$276K +3,060 +6%
QHA
148
Quarry Hill Advisors
Minnesota
$4.51M -$165K -1,831 -4%
Pathstone Holdings
149
Pathstone Holdings
New Jersey
$4.49M +$1.53M +16,914 +52%
HWM
150
HB Wealth Management
Georgia
$4.47M -$373K -4,136 -8%
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6
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