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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 %
TFM
151
Trademark Financial Management
Minnesota
$3.84M -$4.88M -54,579 -56%
CPWM
152
Cypress Point Wealth Management
Texas
$3.84M +$33.6K +375 +0.9%
SWM
153
Seed Wealth Management
Illinois
$3.8M +$32.1K +360 +0.9%
Osaic Holdings
154
Osaic Holdings
Arizona
$3.64M +$93.2K +1,041 +3%
VH
155
Visionary Horizons
Tennessee
$3.35M +$70.7K +815 +2%
Rockefeller Capital Management
156
Rockefeller Capital Management
New York
$3.29M -$284K -3,168 -8%
NRWA
157
North Ridge Wealth Advisors
Oregon
$3.25M – – –
Cetera Investment Advisers
158
Cetera Investment Advisers
Illinois
$3.25M +$3.25M +36,310 New
SXL
159
Summit X LLC
Missouri
$3.22M +$413K +4,614 +15%
TFP
160
Triune Financial Partners
Kansas
$3.21M +$9.4K +105 +0.3%
FWI
161
Facet Wealth Inc
Maryland
$3.02M -$1.17M -13,270 -28%
Pathstone Holdings
162
Pathstone Holdings
New Jersey
$2.94M +$12.4K +139 +0.4%
PP
163
Prosperity Planning
Missouri
$2.86M +$358 +4 +0%
IWS
164
Integrity Wealth Solutions
Colorado
$2.83M +$97.2K +1,086 +4%
EWP
165
Elevation Wealth Partners
California
$2.8M +$21.5K +240 +0.8%
PWS
166
Physician Wealth Solutions
Nevada
$2.67M -$23.4K -262 -0.9%
RSWM
167
Robertson Stephens Wealth Management
California
$2.67M +$280K +3,130 +12%
SAG
168
SageView Advisory Group
California
$2.64M -$3.49K -39 -0.1%
SWM
169
Silverlake Wealth Management
Vermont
$2.63M +$30.3K +338 +1%
CAC
170
Certified Advisory Corp
Florida
$2.58M +$422K +4,713 +20%
KW
171
KWB Wealth
California
$2.57M -$106K -1,188 -4%
PIWA
172
Prevail Innovative Wealth Advisors
Kansas
$2.51M +$1.59M +17,767 +173%
SCM
173
Sollinda Capital Management
Florida
$2.47M +$250K +2,788 +11%
GWM
174
Geneos Wealth Management
Colorado
$2.47M -$206K -2,303 -8%
RWM
175
Ruedi Wealth Management
Illinois
$2.43M -$315K -3,515 -11%
5 6
7
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