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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
CIBC Private Wealth Group
401
CIBC Private Wealth Group
Georgia
$48.9K +$49.1K +500 New
SIS
402
Sound Income Strategies
Florida
$46.6K
GTAM
403
Global Trust Asset Management
Florida
$46.5K
MDA
404
Minot DeBlois Advisors
Massachusetts
$40.8K +$41.3K +421 New
National Bank of Canada
405
National Bank of Canada
Quebec, Canada
$27K +$27.4K +279 New
NRG
406
Nemes Rush Group
Michigan
$20.1K +$20.3K +207 New
KPP
407
Kings Path Partners
Texas
$19.9K
GM
408
GeoWealth Management
Illinois
$18.3K +$18.6K +189 New
HC
409
Hurley Capital
New York
$18K +$18.1K +184 New
US Bancorp
410
US Bancorp
Minnesota
$17.7K -$982 -10 -5%
TAM
411
Tucker Asset Management
Colorado
$14.3K +$14.5K +148 New
OA
412
Operose Advisors
Wisconsin
$13.3K
CTC
413
Central Trust Company
Missouri
$12.7K -$15.6K -159 -55%
Citigroup
414
Citigroup
New York
$9.79K +$7.46K +76 +304%
TCG
415
Transcendent Capital Group
Oklahoma
$9.73K +$9.82K +100 New
RWM
416
Rialto Wealth Management
New York
$9.11K +$9.23K +94 New
PSFG
417
Park Square Financial Group
Georgia
$9.11K +$9.23K +94 New
CTWM
418
Cherry Tree Wealth Management
Minnesota
$7.85K
IWP
419
IAG Wealth Partners
Wisconsin
$4.36K
T
420
Tidemark
California
$3.98K
MWA
421
Medallion Wealth Advisors
Connecticut
$3.88K +$3.93K +40 New
KFI
422
Key Financial Inc
Pennsylvania
$2.52K
CA
423
Continuum Advisory
Idaho
$2.23K -$5.99K -61 -73%
SS
424
SBI Securities
Japan
$1.07K +$1.08K +11 New
HGERS
425
Householder Group Estate & Retirement Specialist
Arizona
$1K -$640K -6,523 -100%

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.