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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
PAS
26
Park Avenue Securities
New York
$59.2M +$8.9M +90,692 +17%
CAM
27
Cresset Asset Management
Illinois
$59.1M -$6.8M -69,224 -10%
BDWCC
28
B&D White Capital Company
Texas
$58.7M +$11.5M +117,351 +24%
Bank of America
29
Bank of America
North Carolina
$54.4M +$19.8M +201,264 +56%
Raymond James Financial
30
Raymond James Financial
Florida
$52.9M +$53.6M +545,466 New
PL
31
Plancorp LLC
Missouri
$50.4M -$132K -1,348 -0.3%
BA
32
Bridgewater Advisors
New York
$49.9M +$19.3M +197,030 +62%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$46.3M +$5.28M +53,763 +13%
MSWM
34
McGlone Suttner Wealth Management
Wisconsin
$45.5M +$12.2M +123,780 +36%
JP Morgan Chase
35
JP Morgan Chase
New York
$45.5M +$11.8M +120,665 +35%
WFA
36
WMG Financial Advisors
Tennessee
$45M +$1.92M +19,525 +4%
AIS
37
Accredited Investor Services
Minnesota
$43.5M +$44M +448,480 New
LWL
38
Leo Wealth LLC
Texas
$43M +$2.35M +23,922 +6%
Mariner
39
Mariner
Kansas
$42.9M +$10.9M +110,734 +33%
Mercer Global Advisors
40
Mercer Global Advisors
Colorado
$42.7M +$43.3M +440,773 New
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$41.4M +$3.05M +31,069 +8%
RLIM
42
Red Lighthouse Investment Management
New York
$41.2M -$20.7K -211 -0%
AC
43
AWM Capital
Arizona
$40.8M +$31.2K +318 +0.1%
WA
44
Waverly Advisors
Alabama
$40.7M -$1.17M -11,900 -3%
TWM
45
Tanager Wealth Management
United Kingdom
$40.3M +$17.7M +180,271 +76%
SB
46
Strategic Blueprint
Georgia
$39.6M -$61K -621 -0.2%
JIC
47
JRM Investment Counsel
Nebraska
$36M -$4.26M -43,412 -10%
RWM
48
Rockwood Wealth Management
Pennsylvania
$35.1M -$1.17M -11,896 -3%
WWA
49
WCG Wealth Advisors
Nevada
$35.1M +$1.28M +13,027 +4%
Focus Partners Wealth
50
Focus Partners Wealth
Massachusetts
$33.9M +$1.92M +19,513 +6%

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.