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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.

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
Raymond James Financial
1
Raymond James Financial
Florida
$52.9M
2
AIS
2
Accredited Investor Services
Minnesota
$43.5M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$42.7M
4
RW
4
Ridgeline Wealth
Arizona
$26.7M
5
AWMNY
5
Arcadia Wealth Management (New York)
New York
$23M

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 Market Value Shares Shares
Change 		Shares
Change %
AAS
1
Annex Advisory Services
Wisconsin
$345M 3,563,572 +169,636 +5%
American Century Companies
2
American Century Companies
Missouri
$313M 3,229,740 +124,726 +4%
ORL
3
Oak Root LLC
California
$294M 3,036,602 – –
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$167M 1,727,996 +25,687 +2%
HighTower Advisors
5
HighTower Advisors
Illinois
$157M 1,616,485 -9,171 -0.6%
AP
6
Adero Partners
California
$152M 1,567,202 +124,433 +9%
LPL Financial
7
LPL Financial
California
$138M 1,422,531 +80,265 +6%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$131M 1,351,928 +11,899 +0.9%
Morgan Stanley
9
Morgan Stanley
New York
$121M 1,244,790 +25,897 +2%
Creative Planning
10
Creative Planning
Kansas
$120M 1,239,687 -79,059 -6%
TIA
11
Traphagen Investment Advisors
New Jersey
$113M 1,169,356 +12,358 +1%
GPWA
12
Great Point Wealth Advisors
Massachusetts
$110M 1,136,569 +30,056 +3%
WWP
13
Waypoint Wealth Partners
California
$105M 1,080,074 +17,222 +2%
WP
14
WMS Partners
Maryland
$102M 1,052,425 +105,186 +11%
RW
15
RVW Wealth
California
$101M 1,037,078 -24,402 -2%
QFA
16
Quantum Financial Advisors
California
$97.4M 1,005,344 +39,767 +4%
Corient Private Wealth
17
Corient Private Wealth
Florida
$92.2M 951,644 +50,979 +6%
SAF
18
Smith Anglin Financial
Texas
$85.5M 881,632 +35,337 +4%
MWM
19
Modera Wealth Management
New Jersey
$80.5M 830,216 +22,600 +3%
OIA
20
OneDigital Investment Advisors
Kansas
$74.9M 772,214 +27,611 +4%
FSC
21
Full Sail Capital
Oklahoma
$66.8M 689,540 -8,725 -1%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$62.9M 649,011 +16,529 +3%
BWS
23
BCR Wealth Strategies
Alabama
$62.6M 645,531 -7,100 -1%
SHFA
24
SC&H Financial Advisors
Maryland
$59.8M 617,269 +30,140 +5%
WRPWM
25
Werba Rubin Papier Wealth Management
California
$59.5M 613,733 +10,229 +2%
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