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Avantis US Equity ETF
AVUS

Overview Fund Activity

362 hedge funds and large institutions have $5.15B invested in Avantis US Equity ETF in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 159 increasing their positions, 112 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
+9
Holders Change %
+2.55%
% of All Funds
5.27%
Holding in Top 10
81
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.53%
% of All Funds
1.18%
New
33
Increased
159
Reduced
112
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Corient Private Wealth
Corient Private Wealth
Florida
$72.4M
2
CAM
Cresset Asset Management
Illinois
$50.9M
3
WIA
World Investment Advisors
California
$24.9M
4
American Century Companies
American Century Companies
Missouri
$264M
5
SWA
Sax Wealth Advisors
New Jersey
$14.3M

Top Sellers

1
PLFA
Pacific Life Fund Advisors
California
$44.1M
2
AF
Allworth Financial
California
$116M
3
MSWM
McGlone Suttner Wealth Management
Wisconsin
$1.21M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$50.3M
5
BOC
Bull Oak Capital
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
176
Steward Partners Investment Advisory
New York
$2.72M +$1.72M +19,062 +171%
PWS
177
Physician Wealth Solutions
Nevada
$2.71M +$17.3K +192 +0.6%
CAC
178
Certified Advisory Corp
Florida
$2.68M +$75.2K +834 +3%
SAG
179
SageView Advisory Group
California
$2.6M -$62.7K -695 -2%
FFM
180
Forum Financial Management
Illinois
$2.57M -$2.8M -31,044 -52%
AW
181
Atlas Wealth
Ohio
$2.54M +$1.27M +13,985 +100%
KW
182
KWB Wealth
California
$2.4M -$164K -1,829 -6%
AFP
183
Ausdal Financial Partners
Iowa
$2.36M +$2.36M +26,167 New
PIWA
184
Prevail Innovative Wealth Advisors
Kansas
$2.28M -$247K -2,740 -10%
Ameriprise
185
Ameriprise
Minnesota
$2.22M +$2.22M +24,579 New
MFC
186
Morris Financial Concepts
South Carolina
$2.19M -$34.8K -386 -2%
MFG
187
Magnus Financial Group
New York
$2.19M -$58.2K -645 -3%
IDA
188
Intelligence Driven Advisers
California
$2.15M -$157K -1,741 -7%
Citadel Advisors
189
Citadel Advisors
Florida
$2.14M +$1.12M +12,423 +109%
RWM
190
Ruedi Wealth Management
Illinois
$2.11M -$336K -3,728 -14%
AWM
191
Axxcess Wealth Management
California
$2.04M +$971K +10,765 +90%
VC
192
Vicus Capital
Pennsylvania
$2.03M +$200K +2,219 +11%
HIGP
193
Hill Investment Group Partners
Missouri
$1.89M -$478K -5,164 -20%
CPA
194
Capital Performance Advisors
California
$1.88M +$21.1K +234 +1%
CFO
195
Collective Family Office
Pennsylvania
$1.85M +$221K +2,447 +14%
ASN
196
Advisory Services Network
Georgia
$1.8M +$1.01M +11,169 +127%
BFG
197
Beacon Financial Group
Texas
$1.74M -$57.5K -637 -3%
HKIMG
198
Hutchens & Kramer Investment Management Group
Indiana
$1.71M -$3.16K -35 -0.2%
BPA
199
Beacon Pointe Advisors
California
$1.7M -$196K -2,177 -10%
TA
200
TFB Advisors
Kansas
$1.68M +$30K +333 +2%
6 7
8
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