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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 %
TFM
201
Trademark Financial Management
Minnesota
$2.42M -$1.19M -12,244 -33%
MFC
202
Morris Financial Concepts
South Carolina
$2.41M +$53.9K +556 +2%
THL
203
Tillman Hartley LLC
Colorado
$2.27M +$1.84M +18,964 +427%
Renaissance Technologies
204
Renaissance Technologies
New York
$2.26M +$1.77M +18,300 +366%
MFG
205
Magnus Financial Group
New York
$2.19M -$50.9K -525 -2%
ATI
206
ARK & TLK Investments
Oklahoma
$2.09M +$128K +1,316 +6%
S
207
Sunpointe
Missouri
$2.03M +$2.03M +20,985 New
CPA
208
Capital Performance Advisors
California
$1.98M -$9.6K -99 -0.5%
TWD
209
True Wealth Design
Ohio
$1.97M -$58.6K -605 -3%
ASN
210
Advisory Services Network
Georgia
$1.91M -$22.7K -234 -1%
CFO
211
Collective Family Office
Pennsylvania
$1.91M +$108K +1,113 +6%
BFG
212
Beacon Financial Group
Texas
$1.87M +$775 +8 +0%
HIGP
213
Hill Investment Group Partners
Missouri
$1.87M -$114K -1,173 -6%
CHAM
214
Clear Harbor Asset Management
Connecticut
$1.87M +$279K +2,879 +18%
TA
215
TFB Advisors
Kansas
$1.83M -$74.8K -772 -4%
Thrivent Financial for Lutherans
216
Thrivent Financial for Lutherans
Minnesota
$1.76M -$425K -4,226 -20%
TI
217
Truepoint Inc
Ohio
$1.73M +$912K +9,407 +111%
FTS
218
Fifth Third Securities
Ohio
$1.73M +$1.73M +17,865 New
PIWA
219
Prevail Innovative Wealth Advisors
Kansas
$1.65M +$342K +3,532 +26%
RWM
220
Ruedi Wealth Management
Illinois
$1.59M -$6.79K -70 -0.4%
MWML
221
M Wealth Management LLC
California
$1.56M +$1.56M +16,054 New
NL
222
NWAM LLC
Washington
$1.53M +$689K +7,106 +82%
PAM
223
Pacific Asset Management
Washington
$1.51M +$1.51M +15,559 New
WMP
224
Wealth Management Partners
Arizona
$1.5M +$16.1K +166 +1%
WAP
225
Wealthcare Advisory Partners
Pennsylvania
$1.49M +$49.6K +512 +3%
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