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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
Bessemer Group
351
Bessemer Group
New Jersey
$262K -$2.12M -21,574 -89%
TC
352
Trilogy Capital
California
$259K -$140K -1,427 -35%
CWM
353
Calamos Wealth Management
Illinois
$259K
PFG
354
Prosperity Financial Group
California
$258K +$5.99K +61 +2%
NP
355
NorthRock Partners
Minnesota
$257K -$2.36K -24 -0.9%
MFT
356
Moisand Fitzgerald Tamayo
Florida
$257K -$14.6K -149 -5%
CL
357
Choreo LLC
Illinois
$252K
SP
358
Stonebrook Private
Michigan
$249K +$98 +1 +0%
FF
359
Francis Financial
$249K +$252K +2,570 New
EWA
360
Elevate Wealth Advisory
Georgia
$248K -$589 -6 -0.2%
EW
361
Evoke Wealth
California
$247K
CFS
362
CRA Financial Services
New Jersey
$241K
RSVP
363
Ramsay Stattman Vela & Price
Colorado
$239K
BCM
364
Brookstone Capital Management
Illinois
$234K
AQR Capital Management
365
AQR Capital Management
Connecticut
$229K +$232K +2,363 New
SAM
366
Smartleaf Asset Management
Massachusetts
$226K +$13.5K +138 +6%
LC
367
Landaas & Company
Wisconsin
$225K +$228K +2,325 New
PF
368
Prosperitas Financial
California
$223K -$9.82K -100 -4%
AI
369
Atria Investments
North Carolina
$221K
RIL
370
Rothschild Investment LLC
Illinois
$221K
FFO
371
Fortitude Family Office
Arizona
$221K +$125K +1,275 +128%
AWM
372
Arista Wealth Management
Nevada
$220K
PRRFG
373
Paul R. Ried Financial Group
Washington
$219K +$222K +2,264 New
PWA
374
PCG Wealth Advisors
Kansas
$218K -$2.06K -21 -0.9%
CCMI
375
Creative Capital Management Investments
California
$212K

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.