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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
AWM
251
Angeles Wealth Management
California
$1.12M -$19.8K -202 -2%
UWM
252
USAdvisors Wealth Management
Minnesota
$1.1M -$11.7K -119 -1%
BH
253
Burk Holdings
Oklahoma
$1.1M +$1.12M +11,368 New
Wealthfront Advisers
254
Wealthfront Advisers
California
$1.1M -$73K -743 -6%
SIC
255
SJS Investment Consulting
Ohio
$1.09M +$723K +7,366 +191%
HIP
256
HUB Investment Partners
Texas
$1.08M -$14.3K -146 -1%
RSWM
257
Robertson Stephens Wealth Management
California
$1.05M +$3.63K +37 +0.3%
SC
258
Savant Capital
Illinois
$1.04M
Citadel Advisors
259
Citadel Advisors
Florida
$1.04M +$670K +6,819 +176%
PFG
260
Prospect Financial Group
Virginia
$1.03M +$1.05M +10,652 New
AFA
261
Avant Financial Advisors
Texas
$1.03M +$1.04M +10,637 New
PTC
262
Private Trust Company
Ohio
$1.02M -$65K -662 -6%
M&T Bank
263
M&T Bank
New York
$1.02M -$104K -1,061 -9%
LG
264
LAM Group
Oregon
$1.01M +$73.6K +750 +8%
EAM
265
Evanson Asset Management
California
$1M +$7.66K +78 +0.8%
AFO
266
Aurelius Family Office
New Hampshire
$987K +$1M +10,187 New
LPP
267
Life Planning Partners
Florida
$954K +$98 +1 +0%
SFM
268
Signet Financial Management
New Jersey
$949K +$295 +3 +0%
MWM
269
Modern Wealth Management
Kansas
$923K +$935K +9,527 New
LFAS
270
Level Four Advisory Services
Texas
$916K
CC
271
Cornerstone Capital
California
$909K -$79K -805 -8%
VIP
272
Vista Investment Partners
Oklahoma
$903K +$914K +9,313 New
PA
273
Paragon Advisors
Texas
$895K +$347K +3,531 +62%
AC
274
Avestar Capital
New York
$889K -$19.3K -197 -2%
KIM
275
Kestra Investment Management
Texas
$864K +$875K +8,914 New

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.