Avantis US Equity ETF
AVUS
354 hedge funds and large institutions have $5.07B 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, 102 reducing their positions, and 20 closing their positions.
80% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 20
64% more repeat investments, than reductions
Existing positions increased: 167 | Existing positions reduced: 102
13% more capital invested
Capital invested by funds: $4.48B → $5.07B (+$590M)
4% more funds holding
Funds holding: 340 → 354 (+14)
2% less funds holding in top 10
Funds holding in top 10: 82 → 80 (-2)
3.26% less ownership
Funds ownership: 80.74% → 77.49% (-3.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Annex Advisory Services
Brookfield,
Wisconsin
|
+$87.9M |
| 2 |
MSWM
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
+$33.6M |
| 3 |
GPWA
Great Point Wealth Advisors
Boston,
Massachusetts
|
+$18M |
| 4 |
BWP
BSW Wealth Partners
Boulder,
Colorado
|
+$16.8M |
| 5 |
BOC
Bull Oak Capital
San Diego,
California
|
+$14.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$69.1M |
| 2 |
Corient Private Wealth
Miami,
Florida
|
-$51.3M |
| 3 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$18.6M |
| 4 |
SWA
Sax Wealth Advisors
Parsippany,
New Jersey
|
-$17.5M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
-$16.4M |
AVUS Hedge Fund Activity: Q1 2024 in Review
354 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Avantis US Equity ETF (AVUS) for Q1 2024, worth a combined $5.07B — up 13% from $4.48B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new AVUS positions and 20 closed out — a net gain of 16 holders — while 167 added to existing stakes and 102 trimmed.
The largest buyer was Annex Advisory Services, adding an estimated $87.9M. The largest seller was Morgan Stanley, cutting an estimated $69.1M.
- 354 institutional investors held Avantis US Equity ETF (AVUS) as of Q1 2024, up from 340 in Q4 2023.
- Funds reported $5.07B of Avantis US Equity ETF stock for Q1 2024, up 13% quarter-over-quarter.
- 36 funds opened new Avantis US Equity ETF positions in Q1 2024 and 20 closed out, a net change of +16 holders.
- The largest Avantis US Equity ETF buyer in Q1 2024 was Annex Advisory Services, an estimated $87.9M added.
- The largest Avantis US Equity ETF seller in Q1 2024 was Morgan Stanley, an estimated $69.1M sold.
Based on aggregated 13F filings for Q1 2024.