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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 %
ORL
1
Oak Root LLC
California
$272M 3,043,506 +61,650 +2%
American Century Companies
2
American Century Companies
Missouri
$247M 2,764,877 +8,327 +0.3%
AAS
3
Annex Advisory Services
Wisconsin
$232M 2,589,189 +1,040,529 +67%
AF
4
Allworth Financial
California
$201M 2,246,289 +39,372 +2%
HighTower Advisors
5
HighTower Advisors
Illinois
$155M 1,727,503 -26,445 -2%
PLFA
6
Pacific Life Fund Advisors
California
$140M 1,560,168 +79,882 +5%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$137M 1,528,153 +173,530 +13%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$130M 1,447,144 +54,432 +4%
Creative Planning
9
Creative Planning
Kansas
$120M 1,344,716 -119,660 -8%
AP
10
Adero Partners
California
$119M 1,333,417 +88,816 +7%
LPL Financial
11
LPL Financial
California
$112M 1,246,731 +7,446 +0.6%
TIA
12
Traphagen Investment Advisors
New Jersey
$101M 1,132,382 +16,150 +1%
RW
13
RVW Wealth
California
$99.6M 1,112,935 -13,878 -1%
Morgan Stanley
14
Morgan Stanley
New York
$96.8M 1,081,320 -818,574 -43%
GPWA
15
Great Point Wealth Advisors
Massachusetts
$94.1M 1,051,625 +213,063 +25%
WWP
16
Waypoint Wealth Partners
California
$84.2M 940,922 +39,854 +4%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$78M 871,337 -37,746 -4%
QFA
18
Quantum Financial Advisors
California
$77M 860,867 +47,759 +6%
WP
19
WMS Partners
Maryland
$72.2M 806,203 +79,589 +11%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$68M 759,511 +16,242 +2%
MWM
21
Modera Wealth Management
New Jersey
$67.3M 751,705 +40,828 +6%
OIA
22
OneDigital Investment Advisors
Kansas
$64.7M 722,556 +17,144 +2%
FSC
23
Full Sail Capital
Oklahoma
$63M 703,379 +11,635 +2%
BWS
24
BCR Wealth Strategies
Alabama
$55.6M 621,353 -3,411 -0.5%
WRPWM
25
Werba Rubin Papier Wealth Management
California
$51.9M 579,728 +466 +0.1%
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