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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.

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 %
CPWM
151
Cypress Point Wealth Management
Texas
$4.55M +$96.5K +1,014 +2%
Financial Engines Advisors
152
Financial Engines Advisors
California
$4.46M -$818K -8,600 -15%
OS
153
Objectivity Squared
South Carolina
$4.35M +$108K +1,146 +3%
LSA
154
L & S Advisors
California
$4.28M -$70.9K -745 -2%
Pathstone Holdings
155
Pathstone Holdings
New Jersey
$4.22M -$517K -5,431 -11%
SXL
156
Summit X LLC
Missouri
$4.19M -$1.13M -12,531 -21%
CWM
157
Castle Wealth Management
Florida
$4.11M -$102K -1,068 -2%
Osaic Holdings
158
Osaic Holdings
Arizona
$4.08M -$13.1K -138 -0.3%
NA
159
NewEdge Advisors
Louisiana
$3.97M +$2.2M +23,148 +124%
PAG
160
Private Advisor Group
New Jersey
$3.92M -$1.8M -18,891 -31%
SWM
161
Seed Wealth Management
Illinois
$3.85M -$263K -2,760 -6%
PP
162
Prosperity Planning
Missouri
$3.83M +$607K +6,382 +19%
Betterment LLC
163
Betterment LLC
New York
$3.83M +$97.6K +1,026 +3%
SCM
164
Sollinda Capital Management
Florida
$3.76M +$2.66K +28 +0.1%
IWS
165
Integrity Wealth Solutions
Colorado
$3.65M +$443K +4,653 +14%
TFM
166
Trademark Financial Management
Minnesota
$3.54M -$472K -4,958 -12%
Carson Wealth (CWM LLC)
167
Carson Wealth (CWM LLC)
Nebraska
$3.51M +$332K +3,489 +10%
FFM
168
Forum Financial Management
Illinois
$3.43M +$715K +7,512 +26%
NRWA
169
North Ridge Wealth Advisors
Oregon
$3.33M -$57.3K -602 -2%
HKIMG
170
Hutchens & Kramer Investment Management Group
Indiana
$3.27M +$1.48M +15,682 +83%
TFP
171
Triune Financial Partners
Kansas
$3.23M -$38.3K -403 -1%
FWI
172
Facet Wealth Inc
Maryland
$3.22M +$327K +3,451 +11%
LSA
173
Lion Street Advisors
Texas
$3.05M +$126K +1,326 +4%
KW
174
KWB Wealth
California
$2.99M +$572K +6,340 +24%
EWP
175
Elevation Wealth Partners
California
$2.97M -$112K -1,174 -4%
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