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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.

New
Increased
Maintained
Reduced
Closed
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
Annex Advisory Services
Wisconsin
$323M
2
SW
Simplicity Wealth
New Jersey
$59.9M
3
MSWM
McGlone Suttner Wealth Management
Wisconsin
$32.9M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$31.4M
5
SAF
Smith Anglin Financial
Texas
$80.5M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
$16.2M
2
AF
Allworth Financial
California
$20.9M
3
PLFA
Pacific Life Fund Advisors
California
$0
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$33.2M
5
SWA
Sax Wealth Advisors
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
176
Silverlake Wealth Management
Vermont
$2.88M +$10.1K +106 +0.4%
PWS
177
Physician Wealth Solutions
Nevada
$2.84M -$52.9K -550 -2%
SAG
178
SageView Advisory Group
California
$2.75M +$12.7K +133 +0.5%
CW
179
CreativeOne Wealth
Kansas
$2.74M +$2.34M +24,543 +582%
CAC
180
Certified Advisory Corp
Florida
$2.65M -$175K -1,844 -6%
VC
181
Vicus Capital
Pennsylvania
$2.53M +$387K +4,063 +18%
MFC
182
Morris Financial Concepts
South Carolina
$2.31M +$4.57K +48 +0.2%
SOS
183
Silver Oak Securities
Tennessee
$2.31M +$2.29M +24,110 +8,519%
Bessemer Group
184
Bessemer Group
New Jersey
$2.31M +$2.31M +24,274 New
MFG
185
Magnus Financial Group
New York
$2.2M -$111K -1,165 -5%
Thrivent Financial for Lutherans
186
Thrivent Financial for Lutherans
Minnesota
$2.06M -$826K -8,680 -29%
TWD
187
True Wealth Design
Ohio
$1.99M -$4.25M -44,693 -68%
CPA
188
Capital Performance Advisors
California
$1.95M -$26K -273 -1%
ATI
189
ARK & TLK Investments
Oklahoma
$1.93M +$191K +2,008 +11%
TA
190
TFB Advisors
Kansas
$1.87M +$98.9K +1,039 +6%
HIGP
191
Hill Investment Group Partners
Missouri
$1.84M – – –
BFG
192
Beacon Financial Group
Texas
$1.83M +$2K +21 +0.1%
ASN
193
Advisory Services Network
Georgia
$1.8M – – –
CFO
194
Collective Family Office
Pennsylvania
$1.77M -$186K -1,958 -10%
FTUS
195
Flow Traders U.S.
New York
$1.74M +$1.74M +18,267 New
GWM
196
Geneos Wealth Management
Colorado
$1.72M -$35.2K -370 -2%
RWM
197
Ruedi Wealth Management
Illinois
$1.57M -$653K -6,861 -29%
CHAM
198
Clear Harbor Asset Management
Connecticut
$1.56M +$6.38K +67 +0.4%
CAPTRUST Financial Advisors
199
CAPTRUST Financial Advisors
North Carolina
$1.51M -$30.4K -320 -2%
WMP
200
Wealth Management Partners
Arizona
$1.46M +$24.7K +260 +2%
6 7
8
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