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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
GAM
376
GEM Asset Management
Michigan
$210K -$11.4K -116 -5%
CAM
377
Clarity Asset Management
Iowa
$209K +$1.08K +11 +0.5%
EWA
378
EP Wealth Advisors
California
$208K +$211K +2,145 New
AWP
379
Abacus Wealth Partners
California
$207K
CA
380
Clune & Associates
Illinois
$207K +$209K +2,131 New
Empower Advisory Group
381
Empower Advisory Group
Colorado
$206K
OSAM
382
O'Shaughnessy Asset Management
Connecticut
$191K
SIC
383
Salem Investment Counselors
North Carolina
$163K
LFG
384
Larson Financial Group
Missouri
$163K +$165K +1,683 New
PWMG
385
Private Wealth Management Group
New Jersey
$150K
LI
386
LRI Investments
Florida
$148K
RFG
387
REAP Financial Group
Texas
$148K
EWA
388
EverSource Wealth Advisors
Alabama
$147K +$15.1K +154 +11%
AWM
389
AE Wealth Management
Kansas
$145K +$147K +1,497 New
FHA
390
First Horizon Advisors
Tennessee
$127K
TFM
391
TFC Financial Management
Massachusetts
$113K
IFS
392
Intelligent Financial Strategies
Minnesota
$112K -$4.91K -50 -4%
PS
393
Principal Securities
Iowa
$103K
GWSA
394
Global Wealth Strategies & Associates
Colorado
$96.5K +$97.8K +996 New
SWM
395
Spire Wealth Management
Virginia
$89.7K
Comerica Bank
396
Comerica Bank
Texas
$83.1K +$50.1K +510 +147%
BTI
397
Blue Trust Inc
Georgia
$67.6K +$38.5K +392 +129%
GRP
398
Global Retirement Partners
California
$62.9K +$39.7K +404 +166%
Deutsche Bank
399
Deutsche Bank
Germany
$55.4K
ADL
400
Asset Dedication LLC
California
$50K -$687 -7 -1%

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.