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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.

New
Increased
Maintained
Reduced
Closed
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 %
LWA
126
Lantern Wealth Advisors
New York
$8.15M -$1.05M -10,881 -11%
GWM
127
Grand Wealth Management
Michigan
$8.03M -$2.58M -26,597 -24%
FOR
128
Family Office Research
Maryland
$7.92M +$7.92M +81,749 New
BC
129
Brio Consultants
California
$7.83M +$177K +1,824 +2%
LWM
130
Lakeridge Wealth Management
Ohio
$7.73M +$1.55M +15,991 +25%
CC
131
Callan Capital
California
$7.35M -$3.1K -32 -0%
BAM
132
Bayshore Asset Management
Florida
$7.31M +$173K +1,788 +2%
AA
133
Auxano Advisors
Washington
$7.14M -$534K -5,504 -7%
PWM
134
Parkshore Wealth Management
California
$7.08M +$7.08M +73,016 New
AWM
135
Axxcess Wealth Management
California
$6.98M +$549K +5,669 +9%
Ameriprise
136
Ameriprise
Minnesota
$6.82M -$73.8K -761 -1%
VAG
137
Vannoy Advisory Group
Texas
$6.8M – – –
AWM
138
Ariadne Wealth Management
California
$6.71M -$172K -1,711 -2%
EPW
139
Endeavor Private Wealth
Kansas
$6.69M +$6.69M +68,981 New
MWP
140
Meredith Wealth Planning
Illinois
$6.52M -$13.6K -140 -0.2%
SWM
141
SFG Wealth Management
Maryland
$6.5M -$397K -4,091 -6%
IAA
142
Independent Advisor Alliance
North Carolina
$6.44M +$6.44M +66,439 New
VCM
143
Versant Capital Management
Arizona
$6.31M +$32.1K +331 +0.5%
HF
144
Holcombe Financial
Georgia
$6.28M +$6.28M +64,797 New
MPW
145
Magnolia Private Wealth
Pennsylvania
$5.95M +$5.95M +61,386 New
CWM
146
Cornerstone Wealth Management
Missouri
$5.87M +$692K +7,138 +13%
AA
147
Armis Advisers
Georgia
$5.86M +$5.86M +60,458 New
SXL
148
Summit X LLC
Missouri
$5.69M +$1.19M +12,246 +26%
AAM
149
Austin Asset Management
Texas
$5.69M +$4.81M +49,621 +548%
CGPCS
150
Capital Group Private Client Services
California
$5.52M +$18.8K +194 +0.3%
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