We are live on ! Find out more
AVUS icon

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
CIAS
276
Capital Investment Advisory Services
North Carolina
$864K -$31.6K -322 -3%
PHWM
277
Pine Harbor Wealth Management
Maryland
$862K
SPIA
278
Steward Partners Investment Advisory
New York
$848K -$9.33K -95 -1%
AWM
279
Aprio Wealth Management
Georgia
$828K +$2.46K +25 +0.3%
PP
280
PrairieView Partners
Minnesota
$827K +$3.44K +35 +0.4%
AIP
281
Almanack Investment Partners
Pennsylvania
$824K
HCP
282
Hardin Capital Partners
South Carolina
$807K +$66.8K +680 +9%
IWC
283
Integrated Wealth Concepts
Massachusetts
$797K +$807K +8,219 New
MGWA
284
Monument Group Wealth Advisors
Massachusetts
$755K
WCWM
285
Willow Creek Wealth Management
California
$740K
AAS
286
Ameritas Advisory Services
Nebraska
$740K +$355K +3,615 +90%
Baird Financial Group
287
Baird Financial Group
Wisconsin
$724K +$79K +805 +12%
DFC
288
DBK Financial Counsel
Ohio
$714K
Jones Financial Companies
289
Jones Financial Companies
Missouri
$698K +$191K +1,949 +37%
DAS
290
Dynamic Advisor Solutions
Arizona
$695K +$33.2K +338 +5%
BCI
291
Brinker Capital Investments
Pennsylvania
$693K +$6.09K +62 +0.9%
OPS
292
Orion Portfolio Solutions
Nebraska
$693K +$6.09K +62 +0.9%
SS
293
Sunbelt Securities
Texas
$675K -$115K -1,170 -14%
OPWM
294
Oakwell Private Wealth Management
Texas
$672K -$18.1K -184 -3%
BJL
295
Brighton Jones LLC
Washington
$670K +$679K +6,911 New
JPG
296
Jordan Park Group
California
$669K +$677K +6,898 New
EH
297
Equitable Holdings
New York
$653K +$156K +1,590 +31%
MA
298
Mutual Advisors
Nebraska
$651K -$169K -1,725 -21%
Brown Advisory
299
Brown Advisory
Maryland
$635K
RIP
300
RAM Investment Partners
Washington
$616K +$623K +6,350 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.