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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
PNC Financial Services Group
326
PNC Financial Services Group
Pennsylvania
$368K +$292K +2,972 +359%
SPC
327
Sigma Planning Corp
Michigan
$365K +$370K +3,768 New
IDA
328
Intelligence Driven Advisers
California
$364K -$316K -3,219 -46%
TCA
329
Transcend Capital Advisors
New Jersey
$359K
VCA
330
Verdence Capital Advisors
Maryland
$359K +$363K +3,700 New
PA
331
Procyon Advisors
Connecticut
$350K
AIA
332
AssuredPartners Investment Advisors
Florida
$350K +$354K +3,607 New
MIA
333
MeadowBrook Investment Advisors
Michigan
$342K +$347K +3,530 New
FPGK
334
Financial Partners Group (Kansas)
Kansas
$342K +$982 +10 +0.3%
FHA
335
Flagship Harbor Advisors
Massachusetts
$338K +$98 +1 +0%
GCM
336
Gallacher Capital Management
Colorado
$336K +$340K +3,461 New
MWM
337
Merriman Wealth Management
Washington
$335K +$2.26K +23 +0.7%
IAIM
338
International Assets Investment Management
Florida
$319K +$324K +3,298 New
HI
339
Harbour Investments
Wisconsin
$318K -$3.93K -40 -1%
MHB
340
Midwest Heritage Bank
Iowa
$309K -$501K -5,098 -62%
MG
341
Mather Group
Illinois
$305K
SAI
342
Savvy Advisors Inc
New York
$304K -$4.22K -43 -1%
GKWIM
343
Gerber Kawasaki Wealth & Investment Management
California
$304K
SHWM
344
Smith & Howard Wealth Management
Georgia
$297K
LFA
345
Lauterbach Financial Advisors
Texas
$293K +$687 +7 +0.2%
IFA
346
Index Fund Advisors
California
$290K +$11.6K +118 +4%
FWP
347
FAS Wealth Partners
Kansas
$290K -$60.7K -618 -17%
VIA
348
Vickerman Investment Advisors
Washington
$281K
DWM
349
Dogwood Wealth Management
Kansas
$264K -$186K -1,893 -41%
AWM
350
Avior Wealth Management
Nebraska
$263K

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.