AVUS icon

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 %
NA
201
NewEdge Advisors
Louisiana
$1.68M +$394K +4,372 +31%
GWM
202
Geneos Wealth Management
Colorado
$1.67M -$820K -9,089 -33%
ATI
203
ARK & TLK Investments
Oklahoma
$1.65M +$131K +1,452 +9%
CHAM
204
Clear Harbor Asset Management
Connecticut
$1.47M +$67.3K +746 +5%
Renaissance Technologies
205
Renaissance Technologies
New York
$1.46M -$180K -2,000 -11%
CAPTRUST Financial Advisors
206
CAPTRUST Financial Advisors
North Carolina
$1.46M -$239K -2,651 -14%
WMP
207
Wealth Management Partners
Arizona
$1.36M -$2.89K -32 -0.2%
WAP
208
Wealthcare Advisory Partners
Pennsylvania
$1.35M -$140K -1,549 -9%
UB
209
UMB Bank
Missouri
$1.35M -$192K -2,129 -12%
AWM
210
Angeles Wealth Management
California
$1.35M -$431K -4,774 -24%
WW
211
Waterfront Wealth
Kansas
$1.31M +$13.5K +150 +1%
TNBTD
212
Trustmark National Bank Trust Department
Mississippi
$1.3M – – –
VWA
213
Valued Wealth Advisors
Utah
$1.29M +$4.96K +55 +0.4%
UCFA
214
United Capital Financial Advisors
Texas
$1.29M – – –
SA
215
Sanctuary Advisors
Indiana
$1.28M +$1.28M +14,751 New
SWP
216
Stratos Wealth Partners
Ohio
$1.26M +$785K +8,701 +165%
CC
217
Cornerstone Capital
California
$1.26M +$1.26M +13,939 New
TLA
218
Tanglewood Legacy Advisors
Texas
$1.26M – – –
MSWM
219
McGlone Suttner Wealth Management
Wisconsin
$1.21M -$32.5M -398,060 -96%
CAM
220
Cozad Asset Management
Illinois
$1.16M +$161K +1,780 +16%
M&T Bank
221
M&T Bank
New York
$1.14M – – –
Qube Research & Technologies (QRT)
222
Qube Research & Technologies (QRT)
United Kingdom
$1.11M +$977K +10,831 +757%
PWIA
223
Porter White Investment Advisors
Alabama
$1.07M – – –
CNC
224
Citizens & Northern Corp
Pennsylvania
$1.07M – – –
CHA
225
Cooper/Haims Advisors
New York
$1.06M +$3.52K +39 +0.3%
7 8
9
10 11