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Avantis US Equity ETF
AVUS

Overview Fund Activity

376 hedge funds and large institutions have $5.57B invested in Avantis US Equity ETF in 2024 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 167 increasing their positions, 119 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
376
Holders Change
+14
Holders Change %
+3.87%
% of All Funds
5.44%
Holding in Top 10
82
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.23%
% of All Funds
1.19%
New
33
Increased
167
Reduced
119
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Annex Advisory Services
Wisconsin
$323M
2
SW
2
Simplicity Wealth
New Jersey
$59.9M
3
MSWM
3
McGlone Suttner Wealth Management
Wisconsin
$32.9M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$31.4M
5
SAF
5
Smith Anglin Financial
Texas
$80.5M

Top Sellers

1
SFC
1
Strategic Financial Concepts
Texas
$16.2M
2
AF
2
Allworth Financial
California
$20.9M
3
PLFA
3
Pacific Life Fund Advisors
California
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$33.2M
5
SWA
5
Sax Wealth Advisors
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
126
Ariadne Wealth Management
California
$6.83M -$6.38K -64 -0.1%
SWM
127
SFG Wealth Management
Maryland
$6.77M -$4.09K -43 -0.1%
Ameriprise
128
Ameriprise
Minnesota
$6.77M +$4.43M +46,532 +189%
CWA
129
Canvas Wealth Advisors
Kansas
$6.68M +$563K +5,922 +9%
VAG
130
Vannoy Advisory Group
Texas
$6.67M – – –
MWP
131
Meredith Wealth Planning
Illinois
$6.42M +$5.9K +62 +0.1%
Cambridge Investment Research Advisors
132
Cambridge Investment Research Advisors
Iowa
$6.36M -$142K -1,492 -2%
AWM
133
Axxcess Wealth Management
California
$6.31M +$4.15M +43,660 +193%
FS
134
Financial Symmetry
North Carolina
$6.17M +$150K +1,581 +2%
VCM
135
Versant Capital Management
Arizona
$6.16M -$92.9K -976 -1%
LWM
136
Lakeridge Wealth Management
Ohio
$6.06M +$1.16M +12,237 +24%
CGPCS
137
Capital Group Private Client Services
California
$5.4M +$18.5K +194 +0.3%
MFA
138
Morling Financial Advisors
California
$5.15M -$14.4K -151 -0.3%
CWM
139
Cornerstone Wealth Management
Missouri
$5.09M +$299K +3,143 +6%
SDWIA
140
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$5.08M -$998K -10,488 -16%
KAM
141
Knightsbridge Asset Management
California
$5.08M -$164K -1,727 -3%
FCG
142
Fielder Capital Group
Tennessee
$4.99M +$1.08M +11,355 +28%
SCM
143
SOL Capital Management
Maryland
$4.95M -$120K -1,261 -2%
MWA
144
MN Wealth Advisors
Kansas
$4.93M +$80.9K +850 +2%
GWA
145
Geometric Wealth Advisors
District of Columbia
$4.88M +$163K +1,717 +3%
GLA
146
Good Life Advisors
Pennsylvania
$4.75M +$468K +4,921 +11%
QHA
147
Quarry Hill Advisors
Minnesota
$4.72M -$38.3K -402 -0.8%
HWM
148
HB Wealth Management
Georgia
$4.72M – – –
VH
149
Visionary Horizons
Tennessee
$4.69M +$359K +3,769 +8%
Cetera Investment Advisers
150
Cetera Investment Advisers
Illinois
$4.66M +$957K +10,057 +26%
4 5
6
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