Avantis US Equity ETF
AVUS
377 hedge funds and large institutions have $5.59B invested in Avantis US Equity ETF in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 168 increasing their positions, 119 reducing their positions, and 16 closing their positions.
100% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 16
41% more repeat investments, than reductions
Existing positions increased: 168 | Existing positions reduced: 119
8% more capital invested
Capital invested by funds: $5.17B → $5.59B (+$414M)
4% more funds holding
Funds holding: 364 → 377 (+13)
1% more funds holding in top 10
Funds holding in top 10: 82 → 83 (+1)
19.71% less ownership
Funds ownership: 96.27% → 76.56% (-20%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Annex Advisory Services
Brookfield,
Wisconsin
|
+$62.4M |
| 2 |
SW
Simplicity Wealth
Summit,
New Jersey
|
+$51.6M |
| 3 |
MSWM
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
+$30.4M |
| 4 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$30.3M |
| 5 |
SAF
Smith Anglin Financial
Dallas,
Texas
|
+$24.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
-$1.3B |
| 2 |
AF
Allworth Financial
Folsom,
California
|
-$95.8M |
| 3 |
PLFA
Pacific Life Fund Advisors
Newport Beach,
California
|
-$44.1M |
| 4 |
JP Morgan Chase
New York
|
-$19.2M |
| 5 |
SWA
Sax Wealth Advisors
Parsippany,
New Jersey
|
-$14.3M |
AVUS Hedge Fund Activity: Q3 2024 in Review
377 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Avantis US Equity ETF (AVUS) for Q3 2024, worth a combined $5.59B — up 8% from $5.17B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new AVUS positions and 16 closed out — a net gain of 16 holders — while 168 added to existing stakes and 119 trimmed.
The largest buyer was Annex Advisory Services, adding an estimated $62.4M. The largest seller was Strategic Financial Concepts, cutting an estimated $1.3B.
- 377 institutional investors held Avantis US Equity ETF (AVUS) as of Q3 2024, up from 364 in Q2 2024.
- Funds reported $5.59B of Avantis US Equity ETF stock for Q3 2024, up 8% quarter-over-quarter.
- 32 funds opened new Avantis US Equity ETF positions in Q3 2024 and 16 closed out, a net change of +16 holders.
- The largest Avantis US Equity ETF buyer in Q3 2024 was Annex Advisory Services, an estimated $62.4M added.
- The largest Avantis US Equity ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $1.3B sold.
Based on aggregated 13F filings for Q3 2024.