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Avantis US Equity ETF

429 hedge funds and large institutions have $6.15B invested in Avantis US Equity ETF in 2024 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 175 increasing their positions, 118 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

870% more call options, than puts

Call options by funds: $97K | Put options by funds: $10K

363% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 16

48% more repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 118

14% more funds holding

Funds holding: 377429 (+52)

13% more funds holding in top 10

Funds holding in top 10: 8394 (+11)

10% more capital invested

Capital invested by funds: $5.59B → $6.15B (+$564M)

2.52% more ownership

Funds ownership: 76.56%79.08% (+2.5%)

Holders
429
Holders Change
+52
Holders Change %
+13.79%
% of All Funds
5.65%
Holding in Top 10
94
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+13.25%
% of All Funds
1.24%
New
74
Increased
175
Reduced
118
Closed
16
Calls
$97K
Puts
$10K
Net Calls
+$87K
Net Calls Change
+$87K
Name Holding Trade Value Shares
Change
Change in
Stake
WAP
226
Wealthcare Advisory Partners
Pennsylvania
$1.49M +$50.3K +512 +3%
RWM
227
Riverchase Wealth Management
Texas
$1.48M +$1.5M +15,257 New
CAM
228
Cozad Asset Management
Illinois
$1.46M +$57.3K +584 +4%
CAPTRUST Financial Advisors
229
CAPTRUST Financial Advisors
North Carolina
$1.42M -$115K -1,168 -7%
XPN
230
XY Planning Network
Montana
$1.42M +$1.44M +14,667 New
VWA
231
Valued Wealth Advisors
Utah
$1.41M +$16K +163 +1%
UB
232
UMB Bank
Missouri
$1.41M -$46K -468 -3%
WW
233
Waterfront Wealth
Kansas
$1.41M
TNBTD
234
Trustmark National Bank Trust Department
Mississippi
$1.4M
AF
235
Atala Financial
California
$1.38M +$1.4M +14,250 New
RCG
236
Regatta Capital Group
California
$1.37M -$6.09K -62 -0.4%
UCFA
237
United Capital Financial Advisors
Texas
$1.36M -$27.4K -279 -2%
TLA
238
Tanglewood Legacy Advisors
Texas
$1.35M
AW
239
Atlas Wealth
Ohio
$1.35M -$8.64K -88 -0.6%
CHA
240
Cooper/Haims Advisors
New York
$1.35M +$201K +2,049 +17%
CCWM
241
Correct Capital Wealth Management
Missouri
$1.27M +$134K +1,366 +12%
FGA
242
Fortis Group Advisors
New Jersey
$1.21M +$236K +2,407 +24%
VAMG
243
Voisard Asset Management Group
Michigan
$1.19M +$945K +9,622 +363%
AWA
244
AGH Wealth Advisors
Kansas
$1.16M +$1.17M +11,916 New
EC
245
Eaton-Cambridge
Arizona
$1.15M +$87.7K +893 +8%
PWIA
246
Porter White Investment Advisors
Alabama
$1.15M
GWM
247
Geneos Wealth Management
Colorado
$1.15M -$615K -6,261 -35%
CNC
248
Citizens & Northern Corp
Pennsylvania
$1.15M
CA
249
CGN Advisors
Kansas
$1.14M +$83.4K +849 +8%
PPW
250
Parcion Private Wealth
Washington
$1.12M

AVUS Hedge Fund Activity: Q4 2024 in Review

429 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Avantis US Equity ETF (AVUS) for Q4 2024, worth a combined $6.15B — up 10% from $5.59B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new AVUS positions and 16 closed out — a net gain of 58 holders — while 175 added to existing stakes and 118 trimmed.

The largest buyer was Mercer Global Advisors, opening a new position worth an estimated $43.3M. The largest seller was Simplicity Wealth, exiting entirely with an estimated $59.9M sold.

  • 429 institutional investors held Avantis US Equity ETF (AVUS) as of Q4 2024, up from 377 in Q3 2024.
  • Funds reported $6.15B of Avantis US Equity ETF stock for Q4 2024, up 10% quarter-over-quarter.
  • 74 funds opened new Avantis US Equity ETF positions in Q4 2024 and 16 closed out, a net change of +58 holders.
  • The largest Avantis US Equity ETF buyer in Q4 2024 was Mercer Global Advisors, an estimated $43.3M added.
  • The largest Avantis US Equity ETF seller in Q4 2024 was Simplicity Wealth, an estimated $59.9M sold.

Based on aggregated 13F filings for Q4 2024.