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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.

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
1
Corient Private Wealth
Florida
$72.4M
2
CAM
2
Cresset Asset Management
Illinois
$50.9M
3
WIA
3
World Investment Advisors
California
$24.9M
4
American Century Companies
4
American Century Companies
Missouri
$264M
5
SWA
5
Sax Wealth Advisors
New Jersey
$14.3M

Top Sellers

1
PLFA
1
Pacific Life Fund Advisors
California
$44.1M
2
AF
2
Allworth Financial
California
$116M
3
MSWM
3
McGlone Suttner Wealth Management
Wisconsin
$1.21M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$50.3M
5
BOC
5
Bull Oak Capital
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ORL
1
Oak Root LLC
California
$274M 3,043,506 – –
American Century Companies
2
American Century Companies
Missouri
$264M 2,924,011 +159,134 +6%
AAS
3
Annex Advisory Services
Wisconsin
$245M 2,714,281 +125,092 +5%
HighTower Advisors
4
HighTower Advisors
Illinois
$150M 1,666,950 -60,553 -4%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$147M 1,632,278 +104,125 +7%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$133M 1,470,657 +23,513 +2%
AP
7
Adero Partners
California
$125M 1,390,802 +57,385 +4%
Creative Planning
8
Creative Planning
Kansas
$123M 1,363,621 +18,905 +1%
AF
9
Allworth Financial
California
$116M 1,263,269 -983,020 -44%
LPL Financial
10
LPL Financial
California
$112M 1,245,003 -1,728 -0.1%
TIA
11
Traphagen Investment Advisors
New Jersey
$103M 1,143,556 +11,174 +1%
Morgan Stanley
12
Morgan Stanley
New York
$102M 1,125,959 +44,639 +4%
GPWA
13
Great Point Wealth Advisors
Massachusetts
$98.2M 1,088,356 +36,731 +3%
RW
14
RVW Wealth
California
$97.7M 1,083,497 -29,438 -3%
WWP
15
Waypoint Wealth Partners
California
$91.1M 1,010,545 +69,623 +7%
QFA
16
Quantum Financial Advisors
California
$80.7M 894,750 +33,883 +4%
WP
17
WMS Partners
Maryland
$79.4M 879,852 +73,649 +9%
Corient Private Wealth
18
Corient Private Wealth
Florida
$72.4M 802,624 +714,634 +812%
MWM
19
Modera Wealth Management
New Jersey
$70.4M 780,790 +29,085 +4%
OIA
20
OneDigital Investment Advisors
Kansas
$67M 742,442 +19,886 +3%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$64.5M 715,482 -44,029 -6%
FSC
22
Full Sail Capital
Oklahoma
$63.9M 708,963 +5,584 +0.8%
BWS
23
BCR Wealth Strategies
Alabama
$57.2M 633,842 +12,489 +2%
SAF
24
Smith Anglin Financial
Texas
$52.4M 581,086 +78,223 +16%
WRPWM
25
Werba Rubin Papier Wealth Management
California
$51.1M 566,249 -13,479 -2%
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