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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 %
UB
201
UMB Bank
Missouri
$1.43M -$95 -1 -0%
WAP
202
Wealthcare Advisory Partners
Pennsylvania
$1.41M -$15.7K -165 -1%
WW
203
Waterfront Wealth
Kansas
$1.4M +$3.95K +41 +0.3%
CAM
204
Cozad Asset Management
Illinois
$1.37M +$144K +1,518 +12%
TNBTD
205
Trustmark National Bank Trust Department
Mississippi
$1.37M – – –
VWA
206
Valued Wealth Advisors
Utah
$1.37M +$761 +8 +0.1%
UCFA
207
United Capital Financial Advisors
Texas
$1.36M – – –
RCG
208
Regatta Capital Group
California
$1.35M -$6.81M -71,593 -83%
AW
209
Atlas Wealth
Ohio
$1.33M -$1.33M -13,995 -50%
TLA
210
Tanglewood Legacy Advisors
Texas
$1.33M – – –
PIWA
211
Prevail Innovative Wealth Advisors
Kansas
$1.29M -$1.12M -11,738 -46%
Wealthfront Advisers
212
Wealthfront Advisers
California
$1.15M +$43.9K +461 +4%
PWIA
213
Porter White Investment Advisors
Alabama
$1.13M – – –
CHA
214
Cooper/Haims Advisors
New York
$1.13M +$3.81K +40 +0.3%
CNC
215
Citizens & Northern Corp
Pennsylvania
$1.12M – – –
AWM
216
Angeles Wealth Management
California
$1.12M -$303K -3,186 -21%
CCWM
217
Correct Capital Wealth Management
Missouri
$1.12M +$629K +6,616 +129%
PPW
218
Parcion Private Wealth
Washington
$1.1M – – –
M&T Bank
219
M&T Bank
New York
$1.1M -$100K -1,053 -8%
UWM
220
USAdvisors Wealth Management
Minnesota
$1.09M +$1.71K +18 +0.2%
HIP
221
HUB Investment Partners
Texas
$1.07M +$1.62K +17 +0.2%
PTC
222
Private Trust Company
Ohio
$1.07M +$121K +1,270 +13%
EC
223
Eaton-Cambridge
Arizona
$1.05M -$29.9K -314 -3%
CA
224
CGN Advisors
Kansas
$1.03M -$42.6K -448 -4%
RSWM
225
Robertson Stephens Wealth Management
California
$1.03M +$3.52K +37 +0.3%
7 8
9
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