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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
PAG
301
Poinciana Advisors Group
Florida
$614K +$622K +6,331 New
SIMC
302
Squire Investment Management Company
Utah
$613K
SWP
303
Stratos Wealth Partners
Ohio
$612K +$491 +5 +0.1%
AFG
304
Atomi Financial Group
New York
$582K
CRC
305
Curi RMB Capital
Illinois
$579K +$7.07K +72 +1%
CFG
306
Citizens Financial Group
Rhode Island
$572K -$207K -2,104 -26%
DPI
307
Diversified Portfolios Inc
Michigan
$563K
NRI
308
NFP Retirement Inc
California
$559K -$9.62K -98 -2%
Truist Financial
309
Truist Financial
North Carolina
$549K +$26.7K +272 +5%
Jane Street
310
Jane Street
New York
$549K +$556K +5,659 New
HFS
311
Heritage Financial Services
Massachusetts
$540K -$7.46K -76 -1%
LKBC
312
L.K. Benson & Company
Maryland
$530K +$537K +5,467 New
Janney Montgomery Scott
313
Janney Montgomery Scott
Pennsylvania
$510K -$20K -204 -4%
YWM
314
Yardley Wealth Management
Pennsylvania
$497K
OA
315
Oceanside Advisors
South Carolina
$495K -$295 -3 -0.1%
WAS
316
WESPAC Advisors SoCal
California
$492K -$151K -1,543 -23%
AFA
317
Alpha Financial Advisors
North Carolina
$478K
TP
318
Tranquility Partners
Tennessee
$477K +$21.7K +221 +5%
RA
319
RFG Advisory
Alabama
$472K +$1.57K +16 +0.3%
JTWM
320
Jackson Thornton Wealth Management
Alabama
$470K
IC
321
IEQ Capital
California
$459K +$1.57K +16 +0.3%
Envestnet Portfolio Solutions
322
Envestnet Portfolio Solutions
Illinois
$425K -$130K -1,322 -23%
QCM
323
Quantinno Capital Management
New York
$424K +$430K +4,377 New
CB
324
Commerce Bank
Missouri
$402K
BAM
325
Belpointe Asset Management
Nevada
$371K +$3.54K +36 +0.9%

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.