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Avantis US Equity ETF
AVUS

Overview Fund Activity

427 hedge funds and large institutions have $6.13B invested in Avantis US Equity ETF in 2024 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 174 increasing their positions, 118 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
427
Holders Change
+51
Holders Change %
+13.56%
% of All Funds
5.69%
Holding in Top 10
93
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+13.41%
% of All Funds
1.24%
New
73
Increased
174
Reduced
118
Closed
16
Calls
$97K
Puts
$10K
Net Calls
+$87K
Net Calls Change
+$87K

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$42.7M
2
Bank of America
2
Bank of America
North Carolina
$54.4M
3
BA
3
Bridgewater Advisors
New York
$49.9M
4
TWM
4
Tanager Wealth Management
United Kingdom
$40.3M
5
AAS
5
Annex Advisory Services
Wisconsin
$345M

Top Sellers

1
SW
1
Simplicity Wealth
New Jersey
$0
2
AFP
2
Alpha Financial Partners
Kentucky
$0
3
Creative Planning
3
Creative Planning
Kansas
$120M
4
CAM
4
Cresset Asset Management
Illinois
$59.1M
5
RW
5
REDW Wealth
New Mexico
$17.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
176
Seed Wealth Management
Illinois
$4.05M +$129K +1,335 +3%
SCM
177
Sollinda Capital Management
Florida
$4.02M +$189K +1,951 +5%
CWM
178
Castle Wealth Management
Florida
$4.02M -$166K -1,708 -4%
PAG
179
Private Advisor Group
New Jersey
$4M +$1.45K +15 +0%
CWA
180
Canvas Wealth Advisors
Kansas
$3.98M -$2.82M -29,064 -41%
PP
181
Prosperity Planning
Missouri
$3.95M +$48.5K +500 +1%
CA
182
CoreCap Advisors
Michigan
$3.95M +$3.52M +36,287 +818%
KW
183
KWB Wealth
California
$3.41M +$250K +2,632 +8%
Susquehanna International Group
184
Susquehanna International Group
Pennsylvania
$3.4M +$3.14M +32,443 +1,256%
NRWA
185
North Ridge Wealth Advisors
Oregon
$3.39M -$1.16K -12 -0%
SCM
186
Sterneck Capital Management
Missouri
$3.38M +$3.38M +34,837 New
TFP
187
Triune Financial Partners
Kansas
$3.28M -$14.4K -149 -0.4%
Cambridge Investment Research Advisors
188
Cambridge Investment Research Advisors
Iowa
$3.22M -$3.26M -33,634 -50%
LSA
189
Lion Street Advisors
Texas
$3.19M +$83.2K +858 +3%
FWI
190
Facet Wealth Inc
Maryland
$3.19M -$207K -2,069 -6%
HKIMG
191
Hutchens & Kramer Investment Management Group
Indiana
$3.13M -$222K -2,295 -7%
Pathstone Holdings
192
Pathstone Holdings
New Jersey
$3.12M -$1.24M -12,626 -28%
CW
193
CreativeOne Wealth
Kansas
$3.02M +$230K +2,378 +8%
Carson Wealth (CWM LLC)
194
Carson Wealth (CWM LLC)
Nebraska
$2.93M -$645K -6,654 -18%
SAG
195
SageView Advisory Group
California
$2.93M +$120K +1,243 +4%
SWM
196
Silverlake Wealth Management
Vermont
$2.88M -$60.2K -621 -2%
PWS
197
Physician Wealth Solutions
Nevada
$2.85M -$12.6K -130 -0.4%
CAC
198
Certified Advisory Corp
Florida
$2.72M +$17.9K +185 +0.7%
VC
199
Vicus Capital
Pennsylvania
$2.67M +$89.2K +920 +3%
SOS
200
Silver Oak Securities
Tennessee
$2.48M +$114K +1,171 +5%
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