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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 %
CAN
176
Cetera Advisor Networks
California
$2.3M +$691K +7,725 +43%
HIGP
177
Hill Investment Group Partners
Missouri
$2.29M -$351K -3,922 -13%
IDA
178
Intelligence Driven Advisers
California
$2.29M -$481K -5,371 -17%
MFG
179
Magnus Financial Group
New York
$2.23M -$282K -3,155 -11%
MFC
180
Morris Financial Concepts
South Carolina
$2.21M -$31.2K -349 -1%
SDWIA
181
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.99M +$454K +5,072 +29%
LSA
182
Lion Street Advisors
Texas
$1.88M – – –
BPA
183
Beacon Pointe Advisors
California
$1.88M – – –
CPA
184
Capital Performance Advisors
California
$1.84M +$7.61K +85 +0.4%
VC
185
Vicus Capital
Pennsylvania
$1.82M +$107K +1,191 +6%
BFG
186
Beacon Financial Group
Texas
$1.78M +$1M +11,203 +129%
AWM
187
Angeles Wealth Management
California
$1.77M +$387K +4,322 +28%
HKIMG
188
Hutchens & Kramer Investment Management Group
Indiana
$1.69M +$44K +493 +3%
CAPTRUST Financial Advisors
189
CAPTRUST Financial Advisors
North Carolina
$1.68M -$380K -4,246 -18%
Renaissance Technologies
190
Renaissance Technologies
New York
$1.63M -$609K -6,800 -27%
CFO
191
Collective Family Office
Pennsylvania
$1.62M +$279K +3,122 +21%
TA
192
TFB Advisors
Kansas
$1.56M +$330K +3,886 +27%
UB
193
UMB Bank
Missouri
$1.53M +$29.6K +331 +2%
ATI
194
ARK & TLK Investments
Oklahoma
$1.5M +$202K +2,253 +15%
WAP
195
Wealthcare Advisory Partners
Pennsylvania
$1.48M +$14K +156 +1%
CW
196
CreativeOne Wealth
Kansas
$1.47M +$1.23M +13,706 +498%
CIAS
197
Capital Investment Advisory Services
North Carolina
$1.41M -$1.56M -17,389 -53%
CHAM
198
Clear Harbor Asset Management
Connecticut
$1.39M +$266K +2,970 +24%
WMP
199
Wealth Management Partners
Arizona
$1.35M +$102K +1,139 +8%
TNBTD
200
Trustmark National Bank Trust Department
Mississippi
$1.29M -$44.8K -500 -3%
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