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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.

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
1
Annex Advisory Services
Wisconsin
$323M
2
SW
2
Simplicity Wealth
New Jersey
$59.9M
3
MSWM
3
McGlone Suttner Wealth Management
Wisconsin
$32.9M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$31.4M
5
SAF
5
Smith Anglin Financial
Texas
$80.5M

Top Sellers

1
SFC
1
Strategic Financial Concepts
Texas
$16.2M
2
AF
2
Allworth Financial
California
$20.9M
3
PLFA
3
Pacific Life Fund Advisors
California
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$33.2M
5
SWA
5
Sax Wealth Advisors
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AAS
1
Annex Advisory Services
Wisconsin
$323M 3,393,936 +679,655 +25%
American Century Companies
2
American Century Companies
Missouri
$295M 3,105,014 +181,003 +6%
ORL
3
Oak Root LLC
California
$289M 3,036,602 -6,904 -0.2%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$162M 1,702,309 +70,031 +4%
HighTower Advisors
5
HighTower Advisors
Illinois
$155M 1,625,656 -41,294 -2%
AP
6
Adero Partners
California
$137M 1,442,769 +51,967 +4%
LPL Financial
7
LPL Financial
California
$128M 1,342,266 +97,263 +8%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$128M 1,340,029 -130,628 -9%
Creative Planning
9
Creative Planning
Kansas
$125M 1,318,746 -44,875 -3%
Morgan Stanley
10
Morgan Stanley
New York
$116M 1,218,893 +92,934 +8%
TIA
11
Traphagen Investment Advisors
New Jersey
$110M 1,156,998 +13,442 +1%
GPWA
12
Great Point Wealth Advisors
Massachusetts
$105M 1,106,513 +18,157 +2%
WWP
13
Waypoint Wealth Partners
California
$101M 1,062,852 +52,307 +5%
RW
14
RVW Wealth
California
$101M 1,061,480 -22,017 -2%
QFA
15
Quantum Financial Advisors
California
$91.9M 965,577 +70,827 +8%
WP
16
WMS Partners
Maryland
$90.1M 947,239 +67,387 +8%
Corient Private Wealth
17
Corient Private Wealth
Florida
$85.7M 900,665 +98,041 +12%
SAF
18
Smith Anglin Financial
Texas
$80.5M 846,295 +265,209 +46%
MWM
19
Modera Wealth Management
New Jersey
$76.8M 807,616 +26,826 +3%
OIA
20
OneDigital Investment Advisors
Kansas
$70.8M 744,603 +2,161 +0.3%
FSC
21
Full Sail Capital
Oklahoma
$66.4M 698,265 -10,698 -2%
CAM
22
Cresset Asset Management
Illinois
$64.6M 679,446 +114,644 +20%
BWS
23
BCR Wealth Strategies
Alabama
$62.1M 652,631 +18,789 +3%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$60.2M 632,482 -83,000 -12%
SW
25
Simplicity Wealth
New Jersey
$59.9M 629,361 +562,213 +837%
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