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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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
354
Holders Change
+14
Holders Change %
+4.12%
% of All Funds
5.1%
Holding in Top 10
80
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.44%
% of All Funds
1.15%
New
36
Increased
167
Reduced
102
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AAS
Annex Advisory Services
Wisconsin
+$87.9M
2
MSWM
McGlone Suttner Wealth Management
Wisconsin
+$33.6M
3
GPWA
Great Point Wealth Advisors
Massachusetts
+$18M
4
BWP
BSW Wealth Partners
Colorado
+$16.8M
5
BOC
Bull Oak Capital
California
+$14.8M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$69.1M
2
Corient Private Wealth
Corient Private Wealth
Florida
-$51.3M
3
WIA
World Investment Advisors
California
-$18.6M
4
SWA
Sax Wealth Advisors
New Jersey
-$17.5M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$16.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
TP
276
Tranquility Partners
Tennessee
$368K +$15.3K +181 +5%
NRI
277
NFP Retirement Inc
California
$367K +$346K +4,098 New
BAM
278
Belpointe Asset Management
Nevada
$354K -$384K -4,551 -54%
SIC
279
SJS Investment Consulting
Ohio
$353K +$2.28K +27 +0.7%
MWM
280
Merriman Wealth Management
Washington
$339K +$84 +1 +0%
SIAG
281
Safeguard Investment Advisory Group
California
$337K +$318K +3,763 New
FPGK
282
Financial Partners Group (Kansas)
Kansas
$330K -$26.7K -316 -8%
PWA
283
PCG Wealth Advisors
Kansas
$324K +$10.5K +124 +4%
FHA
284
Flagship Harbor Advisors
Massachusetts
$323K -$33.7K -399 -10%
LPP
285
Life Planning Partners
Florida
$319K – – –
EH
286
Equitable Holdings
New York
$319K +$301K +3,564 New
OMC
287
Old Mission Capital
Illinois
$316K +$298K +3,534 New
FAIM
288
Financial Advocates Investment Management
Washington
$310K – – –
VIA
289
Vickerman Investment Advisors
Washington
$308K – – –
MWM
290
Mission Wealth Management
California
$299K +$282K +3,337 New
NL
291
NWAM LLC
Washington
$297K -$49.7K -589 -15%
SHWM
292
Smith & Howard Wealth Management
Georgia
$274K – – –
LFA
293
Lauterbach Financial Advisors
Texas
$268K +$507 +6 +0.2%
OCM
294
Objective Capital Management
Ohio
$268K -$84.4K -1,000 -25%
HI
295
Harbour Investments
Wisconsin
$263K – – –
Truist Financial
296
Truist Financial
North Carolina
$260K +$246K +2,910 New
CCWM
297
Correct Capital Wealth Management
Missouri
$257K +$243K +2,873 New
MG
298
Mather Group
Illinois
$256K – – –
MFT
299
Moisand Fitzgerald Tamayo
Florida
$250K – – –
AWM
300
Avior Wealth Management
Nebraska
$243K – – –
10 11
12
13 14

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.