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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.

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 Market Value Shares Shares
Change 		Shares
Change %
UCFA
201
United Capital Financial Advisors
Texas
$1.28M 14,306 – –
VWA
202
Valued Wealth Advisors
Utah
$1.28M 14,296 +294 +2%
Wealthfront Advisers
203
Wealthfront Advisers
California
$1.28M 14,290 +4,399 +44%
NA
204
NewEdge Advisors
Louisiana
$1.27M 14,222 +3,721 +35%
AW
205
Atlas Wealth
Ohio
$1.25M 14,005 -1,408 -9%
TLA
206
Tanglewood Legacy Advisors
Texas
$1.25M 13,932 – –
WW
207
Waterfront Wealth
Kansas
$1.23M 14,321 +155 +1%
M&T Bank
208
M&T Bank
New York
$1.13M 12,597 – –
SWP
209
Summit Wealth Partners
Florida
$1.11M 12,389 +12,389 New
AWM
210
Axxcess Wealth Management
California
$1.07M 11,906 +6,339 +114%
PWIA
211
Porter White Investment Advisors
Alabama
$1.06M 11,888 – –
CNC
212
Citizens & Northern Corp
Pennsylvania
$1.06M 11,823 – –
CHA
213
Cooper/Haims Advisors
New York
$1.05M 11,752 +35 +0.3%
UWM
214
USAdvisors Wealth Management
Minnesota
$1.03M 11,528 -134 -1%
Citadel Advisors
215
Citadel Advisors
Florida
$1.02M 11,349 +11,349 New
EC
216
Eaton-Cambridge
Arizona
$1.01M 11,310 – –
CAM
217
Cozad Asset Management
Illinois
$996K 11,132 +2,628 +31%
SPIA
218
Steward Partners Investment Advisory
New York
$995K 11,116 +11,116 New
SC
219
Savant Capital
Illinois
$994K 11,107 -576 -5%
HIP
220
HUB Investment Partners
Texas
$969K 10,829 +536 +5%
CA
221
CGN Advisors
Kansas
$956K 10,687 +2,120 +25%
CA
222
Cetera Advisors
Colorado
$910K 10,168 +1,608 +19%
TI
223
Truepoint Inc
Ohio
$874K 9,770 -678 -6%
EAM
224
Evanson Asset Management
California
$869K 9,714 +1,424 +17%
Betterment LLC
225
Betterment LLC
New York
$865K 9,667 -3,289 -25%
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