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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
CA
426
Clearstead Advisors
Ohio
$970
AA
427
Addison Advisors
Vermont
$705
Russell Investments Group
428
Russell Investments Group
United Kingdom
$679 -$98 -1 -13%
EF
429
Empowered Funds
Pennsylvania
$582 +$589 +6 New
BCMLT
430
Beacon Capital Management LLC (Tennessee)
Tennessee
$29
SW
431
Simplicity Wealth
New Jersey
-$59.9M -629,361 Closed
AFP
432
Alpha Financial Partners
Kentucky
-$8.81M -92,632 Closed
FFM
433
Forum Financial Management
Illinois
-$3.43M -36,023 Closed
EWP
434
Elevation Wealth Partners
California
-$2.97M -31,197 Closed
FTUS
435
Flow Traders U.S.
New York
-$1.74M -18,267 Closed
PCP
436
Proficio Capital Partners
Massachusetts
-$590K -6,200 Closed
CPL
437
CAP Partners LLC
Tennessee
-$489K -5,141 Closed
Qube Research & Technologies (QRT)
438
Qube Research & Technologies (QRT)
United Kingdom
-$459K -4,823 Closed
Prudential Financial
439
Prudential Financial
New Jersey
-$431K -4,529 Closed
FAIM
440
Financial Advocates Investment Management
Washington
-$332K -3,650 Closed
OCM
441
Objective Capital Management
Ohio
-$284K -2,990 Closed
WA
442
WBH Advisory
Maryland
-$217K -2,281 Closed
GAG
443
GM Advisory Group
New York
-$213K -2,237 Closed
MI
444
Motiv8 Investments
Florida
-$206K -2,162 Closed
Simplex Trading
445
Simplex Trading
Illinois
-$4K -52 Closed
Fidelity Investments
446
Fidelity Investments
Massachusetts
-$95 -1 Closed

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.